Wall St Engine(@wallstengine):BLOOM ENERGY $BE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.24B (Est. $1.05B) 🟢; +138.1% YoY 🔹 Adj. EPS: $0.94 (Est. $0.68) 🟢 🔹 GAAP EPS: $0.78 🔹 Adj. Gross Margin: 34.5%; +412 bps YoY Raises FY26 Guide: 🔹 Revenue: $4.40B-$4.60B (Est. $4.1B) 🟢 🔹 Adj. EPS: $3.10-$3.40 (Est. $2.73) 🟢 🔹 Adj. Gross Margin: ~34% 🔹 Adj. Oper Income: $960M-$1.03B Announcements: 🔹 Added to the S&P 500 Other Q3 Metrics: 🔹 Adj. Oper Income: $285.7M (Est. $214M) 🟢 🔹 GAAP Oper Income: $225.4M 🔹 Operating Cash Flow: -$27.1M 🔹 GAAP Gross Margin: 33.8%; +453 bps YoY Comments: 🔸 “Bloom is leading that transformation.”

2026.10.22 20:05

BLOOM ENERGY $BE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.24B (Est. $1.05B) 🟢; +138.1% YoY 🔹 Adj. EPS: $0.94 (Est. $0.68) 🟢 🔹 GAAP EPS: $0.78 🔹 Adj. Gross Margin: 34.5%; +412 bps YoY Raises FY26 Guide: 🔹 Revenue: $4.40B-$4.60B (Est. $4.1B) 🟢 🔹 Adj. EPS: $3.10-$3.40 (Est. $2.73) 🟢 🔹 Adj. Gross Margin: ~34% 🔹 Adj. Oper Income: $960M-$1.03B Announcements: 🔹 Added to the S&P 500 Other Q3 Metrics: 🔹 Adj. Oper Income: $285.7M (Est. $214M) 🟢 🔹 GAAP Oper Income: $225.4M 🔹 Operating Cash Flow: -$27.1M 🔹 GAAP Gross Margin: 33.8%; +453 bps YoY Comments: 🔸 “Bloom is leading that transformation.”