Q3 FY26 · Ended Sep 30, 2026 · View SEC filing
One quarter out-earned all of last year
Operating costs grew far slower than revenue, so most of the new gross profit fell through to operating income.
For investorsCan the cash catch up with the profit?
For foundersSelling speed instead of price
Net income of $249.0M came with negative operating cash flow, as unbilled work, inventory and factory spending absorbed the gain.
Interest income now exceeds interest expense, and past losses shelter U.S. profit from tax, lifting net margin to 20.15%.
A factory-built plant that runs before a grid connection is ready lets Bloom sell against the cost of waiting.
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Business Lens describes Bloom Energy from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.
