BE Bloom Energy (BE) Q3 FY26 earnings call
Bloom Energy delivered a record quarter, significantly exceeding revenue and operating income expectations, driven by surging demand for on-site power from hyperscalers and broader commercial and industrial sectors. The company upwardly revised its full-year guidance for the third time, reflecting strong execution and expanding market opportunities in AI-driven data centers, critical infrastructure, and international markets. While investing heavily in capacity and working capital to support rapid growth, Bloom maintains a self-funding financial model and a strong balance sheet, positioning it
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BE operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Dec 2025 Q4 FY25 | Change vs prior quarter |
|---|---|---|---|
| Backlog Product | $2.5BWe have $2.5 billion of product backlog.Source: earnings call transcript | ~$6BOur product backlog increased 140% year-over-year to about $6 billion.Source: earnings call transcript | — |
| Backlog Service | $9BWe also have $9 billion of service backlog.Source: earnings call transcript | ~$14BAnd in the fourth quarter, we achieved 20% gross margin in service with around $14 billion of service backlog and a growing product backlog that is 100% attached to service.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.