Bloom Energy Corporation reported financial results for the second quarter ended June 30, 2026, achieving record quarterly revenue of $1.065 billion, a 165.5% increase year-over-year. The company delivered a GAAP net profit of $196.3 million and diluted EPS of $0.62, compared to a net loss of $42.6 million in the prior year period. Gross margin expanded to 33.4%, and operating cash flow reached $226.4 million. Management raised full-year 2026 revenue guidance to $3.9 billion–$4.2 billion, representing approximately 100% year-over-year growth at the midpoint. The company operates in the energy technology sector, manufacturing solid oxide fuel cell systems for onsite electricity generation.

Bloom Energy Corporation rejected a report by Hunterbrook Media LLC that questioned its financial results, accounting, and scandium oxide supply chain. The company stated its supply of scandium oxide is sufficient to meet current demand and backlog, and is not dependent on China. Bloom Energy operates in the energy sector, providing fuel cell technology and power systems.

Bloom Energy Corporation filed this amended Form 8-K to correct a premature filing regarding a performance-based restricted stock unit grant to Dr. KR Sridhar under the 2018 Equity Incentive Plan. The restated filing clarifies that 319,082 shares of common stock were granted at the target level for the 2026 Award. Bloom Energy Corp is a provider of solid oxide fuel cell technology for distributed energy generation.

On June 15, 2026, Bloom Energy's Board approved a performance-based restricted stock unit (PSU) grant to CEO Dr. KR Sridhar for 271,076 shares of common stock at the target level. Vesting is contingent upon achieving total revenue targets between July 1, 2026, and December 31, 2029, with potential adjustments based on 2029 non-GAAP product gross margin. Dr. Sridhar can earn up to 300% of the target PSUs, provided he remains CEO through December 31, 2029, and must hold net shares until December 31, 2031. The award aims to ensure leadership continuity beyond 2027. The company noted its market capitalization grew from approximately $5 billion on December 31, 2024, to approximately $79 billion as of June 15, 2026. Bloom Energy develops and manufactures solid oxide fuel cell platforms for clean distributed power.