Earnings call briefThird-quarter 2026
Bloom Energy says it is preparing capacity beyond its 5-gigawatt milestone
Chief Financial Officer Simon Edwards said year-end delivery timing will determine where 2026 revenue lands in the $4.4 billion to $4.6 billion range.
GetSignal Bloom Energy BE
Bloom Energy said on its third-quarter call that it is preparing for capacity beyond its 5-gigawatt milestone, but it gave no timeline. Chief Executive Officer K. R. Sridhar said capacity will rise as demand requires, not in steps.
Chief Financial Officer Simon Edwards said the non-GAAP operating income outlook is a 22% operating margin at the midpoint, compared with 14% in February.
Quotes from the call
“With 1 quarter remaining, the timing of a small number of deliveries around year end will determine where in the range we land.”
Key facts from the call
- Non-GAAP operating margin outlook at midpoint
- 22%, compared with 14% in the February outlook
- Third-quarter capital expenditures
- $153 million
- Year-to-date capital expenditures
- $231 million
Source: Bloom Energy's third-quarter 2026 earnings call, October 22, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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