Current Report · Items 2.02, 7.01, 9.01 · 8-K

Bloom Energy Corporation

BENYSEEQUITYCurrent

Results of Operations and Financial Condition · Regulation FD Disclosure

Filed Apr 28, 2026Accepted Apr 28, 2026, 4:07 PM EDTCIK 1664703Accession 0001628280-26-027913

Company context

Bloom Energy empowers enterprises to meet soaring energy demands and responsibly take charge of their power needs. The company’s solid oxide fuel cell systems provide ultra-resilient, highly scalable onsite electricity for Fortune 500 customers around the world, including data centers, semiconductor manufacturing, large utilities, and other commercial and industrial sectors as well as mission-critical organizations in local communities, such as hospitals, college campuses and retailers. Headquartered in Silicon Valley, Bloom Energy employs more than 2,000 people worldwide and manufactures its systems in the United States. For more information, visit BloomEnergy.com.

Current securities

BENYSE · EQUITY · Current

Recent company filings

Disclosure sections

Items 2.02, 7.01, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations

Item 2.02. Results of Operations and Financial Condition. On April 28, 2026, Bloom Energy Corporation (the “Company”) announced its financial results for the first quarter ended March 31, 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. The information furnished pursuant to Item 2.02 of this Form 8-K, including the accompanying Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, unless expressly incorporated by specific reference in such filing.

Item 7.01Item 7.01 - Regulation FD Disclosure

Item 7.01. Regulation FD Disclosure. 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. The information furnished pursuant to Item 7.01 of this Form 8-K, including the accompanying Exhibit 99.2, shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, unless expressly incorporated by specific reference in such filing.

Filed exhibits (2)

EX-99.1 (by filename) ex991_q126financialresults.htm

EX-99.1 2 ex991_q126financialresults.htm EX-99.1 Document PRESS RELEASE Bloom Energy Reports Record First Quarter 2026 Results and Raises Full Year 2026 Guidance • Delivered 130% year-over-year revenue growth, driven by 208% product revenue growth • Raised full year 2026 revenue growth guidance midpoint to ~80% year-over-year, up from prior guidance of ~60% • Continued operating leverage, increasing gross margin and operating income guidance SAN JOSE, Calif., April 28, 2026 - Bloom Energy Corporation (NYSE: BE) (“Bloom,” “Bloom Energy,” “We,” or the “Company”) reported today its financial results for the first quarter ended March 31, 2026. First Quarter Highlights • Revenue of $751.1 million in the first quarter of 2026, an increase of 130.4% compared to $326.0 million in the first quarter of 2025. Product revenue of $653.3 million in the first quarter of 2026, an increase of 208.4% compared to $211.9 million in the first quarter of 2025. • Gross margin of 30.0% in the first quarter of 2026, an increase of 2.8 percentage points year-over-year. Non-GAAP gross margin of 31.5% in the first quarter of 2026, an increase of 2.8 percentage points year-over-year. • Service gr…

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EX-99.2 (by filename) ex992_q126supplementalde.htm

EX-99.2 3 ex992_q126supplementalde.htm EX-99.2 ex992_q126supplementalde April 28, 2026 Q1’26 Earnings 2Bloom Energy Proprietary & Confidential Forward-looking Statements and Non-GAAP Financial Measures This presentation may contain certain forward-looking statements relating to future events and expectations, including estimates and projections for our business outlook for the 2026 fiscal year, each of which is based on current expectations, estimates, and projections about our industry, management’s beliefs, and certain assumptions made by management based on information currently available to management at the time they are made. These forward-looking statements are made pursuant to the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 and relate to the Company’s performance on a going forward basis. Readers are cautioned that these forward-looking statements are only predictions and may differ materially from actual results, performance, and/or trends. In addition to general industry and global economic conditions, factors that could cause actual results, performance, and/or trends to differ materially from those discussed in the forward-l…