Bloom Energy Q2 FY26 diluted EPS swings to profit at $0.62; revenue more than doubled to $1.07 billion

• Bloom Energy posted Q2 2026 revenue of USD 1.07 billion, up 165.5% year over year; diluted GAAP EPS swung to USD 0.62.
• GAAP operating income rose to USD 182.24 million from an operating loss a year earlier; GAAP gross margin widened 6.7 percentage points to 33.4%.
• Non-GAAP operating income climbed to USD 239.64 million from USD 28.64 million; non-GAAP diluted EPS rose to USD 0.78 from USD 0.10.
• Management said all major US hyperscalers and more than a dozen neoclouds, AI labs and colocation operators have approved its onsite power solutions.
• Raised full-year 2026 outlook to revenue of USD 3.9 billion-4.2 billion; guided to non-GAAP operating income of USD 800 million-900 million.

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