Bloom Energy Q3: 30% incremental operating margin on $717M of new revenue
Bloom Energy (BE) reported Q3 after the close Thursday: revenue up 138% to $1.24B and 2026 guidance raised to $4.4B to $4.6B. Shares still slipped after hours.
What I like: revenue grew $717M from a year ago and GAAP operating income grew $218M. That's 30 cents of profit on every new dollar of sales.
Sources: @tenet_research: BE Q3 revenue $1.24B up 138% YoY, adj EPS $0.94, FY26 revenue guide $4.4B-$4.6B · @rodalmighty: Bloom Energy (BE) fell about 5% in early after-hours trading despite record Q3 revenue of $1.24B
Not financial advice. For informational and educational purposes only.
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