BE Q2 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Bloom Energy delivered a standout second quarter, posting adjusted earnings of $0.10 per share and beating the $0.02 consensus estimate by 455.56%, while revenue of $401.24 million topped expectations by 5.91% and grew 19.5% year-over-year. The compa… Read more Bloom Energy delivered a standout second quarter, posting adjusted earnings of $0.10 per share and beating the $0.02 consensus estimate by 455.56%, while revenue of $401.24 million topped expectations by 5.91% and grew 19.5% year-over-year. The company's third consecutive quarter of record revenue and profits was propelled by a 25.9% surge in product and service revenue to $351.10 million, alongside a 6.3 percentage point expansion in GAAP gross margin to 26.7%, reflecting improving manufacturing economics and stronger demand for onsite power solutions. Non-GAAP operating income swung to $28.64 million from a loss of $3.19 million a year ago, and adjusted EBITDA reached $41.24 million, roughly fourfold the prior-year level. A newly announced collaboration with Oracle to power AI data centers signals growing hyperscale demand as a key revenue driver. Looking ahead, management reaffirmed full-year 2025 guidance of $1.65 billion to $1.85 billion in revenue, approximately 29% non-GAAP gross margin, and $135 million to $165 million in non-GAAP operating income.