Bloom Energy files 8-K: results of operations, Regulation FD disclosure

Item 2.02. Results of Operations and Financial Condition.

On July 28, 2026, Bloom Energy Corporation (the “Company”) announced its financial results for the second quarter ended June 30, 2026, and issued a press release, a copy of which is furnished as Exhibit 99.1 to this Current Report on Form 8-K (“Form 8-K”) and is incorporated herein by reference.

A slide presentation to be used by senior management of the Company in connection with its discussions with investors and others regarding the financial results is furnished as Exhibit 99.2.

• Achieved record quarterly revenue of $1.065 billion, surpassing $1 billion for the first time

• Delivered 166% year-over-year revenue growth, driven by 215% product revenue growth

• Raises full year 2026 revenue guidance to $3.9 billion – 4.2 billion, representing 100% year-over-year growth at the midpoint

SAN JOSE, Calif., July 28, 2026—Bloom Energy Corporation (NYSE: BE) (“Bloom,” “Bloom Energy,” “We,” or the “Company”) today reported its financial results for the second quarter ended June 30, 2026.

Second Quarter 2026 Highlights

All comparisons are to the second quarter of 2025.

• Revenue of $1,065.4 million increased 165.5% compared to $401.2 million. Product revenue of $935.4 million increased 215.4% compared to $296.6 million.

• Gross margin of 33.4% increased 668 basis points compared to 26.7%. Non-GAAP gross margin of 34.3% increased 604 basis points compared to 28.2%.

• Operating income of $182.2 million increased $185.7 million compared to $3.5 million operating loss. Non-GAAP operating income of $239.6 million increased $211.0 million compared to $28.6 million.

• Cash flow from operating activities of $226.4 million increased $439.5 million from a net cash used in operating activities of $213.1 million.

• EPS of $0.62 increased $0.80 compared to a loss of $(0.18). Non-GAAP EPS of $0.78 increased $0.68 compared to $0.10.

KR Sridhar, Founder, Chairman and Chief Executive Officer of Bloom Energy, said, “The demand for Bloom Energy’s solutions keeps accelerating every quarter as customers who traditionally defaulted to combustion technologies are now proactively choosing Bloom as a superior power solution. Today, all the major US hyperscalers and over a dozen US neoclouds, AI labs, and colocation data center operators have validated and approved our power solutions for their AI factories. Bloom is now a standard for AI onsite power.”

Simon Edwards, Chief Financial Officer of Bloom Energy, added, “ This quarter was the strongest in Bloom’s history, with profitable growth and positive operating cash flow, and we are pleased to raise our full-year outlook. These results reflect disciplined execution while we invest in the capacity and capability to capitalize on the robust demand for Bloom Energy's unique power solutions .”

Summary of Key Financial Metrics

Summary of GAAP Financial Information

Summary of Non-GAAP Financial Information 1

1. A detailed reconciliation of GAAP to Non-GAAP financial measures is provided at the end of this press release

Guidance Bloom Energy is increasing its financial guidance for full-year 2026 as follows:

Investor Conference Call/ Webcast Details

Bloom Energy will host a conference call today, July 28, 2026, at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss its financial results. To participate in the live call, analysts and investors may call toll-free dial-in number: +1 (888) 596-4144 and toll-dial-in-number +1 (646) 968-2525. The conference ID is 4454050. A simultaneous live webcast will also be available under the Investor Relations section on our website at https://investor.bloomenergy.com. Following the webcast, an archived version will be available on Bloom Energy’s website for one year. A telephonic replay of the conference call will be available for one week following the call, by dialing +1 (800) 770-2030 or +1 (609) 800-9909 and entering passcode 4454050.

Additional Information and Where to Find It

The Investor Relations section of Bloom Energy’s website at investor.bloomenergy.com contains a significant amount of information about Bloom Energy, including financial and other information for investors. Bloom Energy encourages investors to visit this website from time to time, as information is updated and new information is posted. The information contained on, or that may be accessed through Bloom Energy's website is not incorporated by reference into, and it not part of, this press release.