Filing Flows › Bloom Energy (BE) › Guidance history
Bloom Energy (BE) guidance history: what it guided and what it reported
Bloom Energy gave guidance in 12 earnings releases on file since Nov 8, 2023. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +7.0% against the guided midpoint. Its releases raised guidance 3 times and lowered it 0 times.
Revenue
Met or beat 2 of 2 periods (1 above, 1 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $2.0B (Feb 5, 2026) → raised $3.4B–$3.8B (Apr 28, 2026) | — | to be reported | — |
| FY2025 | $1.5B (Feb 27, 2025) → raised $1.6B–$1.9B (Apr 30, 2025) → reaffirmed $1.6B–$1.9B (Jul 31, 2025) | $2.0B | above the range | +15.7% |
| FY2024 | $1.3B (Feb 15, 2024) → raised $1.4B–$1.6B (May 9, 2024) → reaffirmed $1.4B–$1.6B (Aug 8, 2024) → reaffirmed $1.4B–$1.6B (Nov 7, 2024) | $1.5B | within the range | -1.7% |
Gross margin
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 32.0% (Feb 5, 2026) → raised 34.0% (Apr 28, 2026) → reaffirmed 34.0% (Jul 28, 2026) → reaffirmed 34.0% (Oct 22, 2026) | — | to be reported | — |
Adjusted gross margin
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2025 | 29.0% (Feb 27, 2025) → reaffirmed 29.0% (Apr 30, 2025) → reaffirmed 29.0% (Jul 31, 2025) | — | — | — |
| FY2024 | 28.0% (Feb 15, 2024) → reaffirmed 28.0% (May 9, 2024) → reaffirmed 28.0% (Aug 8, 2024) → reaffirmed 28.0% (Nov 7, 2024) | — | — | — |
| FY2023 | 25.0% (Nov 8, 2023) | — | — | — |
Operating income
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $425M–$475M (Feb 5, 2026) → raised $600M–$750M (Apr 28, 2026) → raised $800M–$900M (Jul 28, 2026) → raised $960M–$1.0B (Oct 22, 2026) | — | to be reported | — |
Adjusted operating income
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2025 | $135M–$165M (Feb 27, 2025) → reaffirmed $135M–$165M (Apr 30, 2025) → reaffirmed $135M–$165M (Jul 31, 2025) | — | — | — |
| FY2024 | $75.0M–$100M (Feb 15, 2024) → reaffirmed $75.0M–$100M (May 9, 2024) → reaffirmed $75.0M–$100M (Aug 8, 2024) → reaffirmed $75.0M–$100M (Nov 7, 2024) | — | — | — |
EPS
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $1.33–$1.48 (Feb 5, 2026) → raised $1.85–$2.25 (Apr 28, 2026) → raised $2.55–$2.85 (Jul 28, 2026) → raised $3.10–$3.40 (Oct 22, 2026) | — | to be reported | — |
The latest quarter
Bloom Energy, Q3 2026: revenue $1.2B (+138% year over year), operating margin 18.2%, net earnings $250M, operating cash flow −$27.1M. The chart follows the revenue to costs, profit and cash.
Questions
Does Bloom Energy beat its guidance?
Bloom Energy gave guidance in 12 earnings releases on file since Nov 8, 2023. Of 2 guided periods since reported, it met or beat its own guidance twice (100%). Revenue: 2 of 2, on average +7.0% against the guided midpoint.
How often does Bloom Energy raise guidance?
Its earnings releases raised guidance 3 times and lowered it 0 times since Nov 8, 2023.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.