Bloom Energy三季度营收12.36亿美元增138%创纪录 非GAAP每股收益0.94美元 年内第三次上调全年指引
圣何塞——燃料电池制造商 Bloom Energy（纽交所：BE）10月22日盘后发布截至2026年9月30日的三季度业绩。据公司经 Business Wire 发布的官方业绩稿，该季度营收12.358亿美元，同比增长138.1%，创季度纪录；其中产品收入10.736亿美元，同比增长179.4%。GAAP毛利率33.8%，同比提高453个基点；非GAAP毛利率34.5%，提高412个基点。GAAP营业利润2.254亿美元，同比增加2.176亿美元；非GAAP营业利润2.857亿美元。归属普通股股东的GAAP净利润2.503亿美元，去年同期为净亏损2,310万美元；GAAP摊薄每股收益0.78美元，同比增加0.88美元；非GAAP摊薄每股收益0.94美元，去年同期为0.15美元。调整后EBITDA为2.995亿美元，去年同期为5,900万美元。季末现金及现金等价物24.867亿美元。
公司年内第三次上调2026全年指引：营收44亿至46亿美元，非GAAP毛利率约34%，非GAAP营业利润9.6亿至10.3亿美元，非GAAP每股收益3.10至3.40美元。公司在业绩稿中同时宣布已被纳入标普500指数。
公司创始人、董事长兼首席执行官 KR Sridhar 在业绩稿中表示：「我们的三季度业绩进一步证明，Bloom 正在为全球最具雄心的公司提供可靠、可扩展、清洁且经济可行的电力。凭借整个三季度签下的稳健订单量，我们正以创纪录的速度为人工智能工厂、全球数据中心、高影响力工业用户以及系统重要性金融机构提供服务。基于年内第三次上调全年指引，我们对未来几个季度的预期增长轨迹充满信心。」首席财务官 Simon Edwards 表示，公司聚焦扩大制造产能、以更低成本生产、用更少资本扩大规模。
Bloom Energy 总部位于加州圣何塞，其燃料电池「能源服务器」以天然气或氢气等燃料发电、附带碳捕获能力，主力客户为数据中心与工业用户，近年来因人工智能算力用电需求快速增长而订单大增。据 Stocktwits 报道，该股盘后下跌逾3%；该平台报道指，报道口径显示公司当季净现金流约为负1.8亿美元。
Bloom Energy Q3 Revenue Jumps 138% to Record $1.24 Billion; Non-GAAP EPS $0.94; Full-Year Guidance Raised for Third Time
SAN JOSE — Bloom Energy (NYSE: BE), the fuel-cell maker, reported third-quarter results after the close on October 22. According to the company's official earnings release distributed via Business Wire, Q3 revenue was $1,235.8 million, up 138.1% year over year to a quarterly record, with product revenue of $1,073.6 million, up 179.4%. GAAP gross margin was 33.8%, up 453 basis points; non-GAAP gross margin was 34.5%, up 412 basis points. GAAP operating income was $225.4 million, up $217.6 million year over year; non-GAAP operating income was $285.7 million. GAAP net income attributable to common stockholders was $250.3 million, versus a net loss of $23.1 million a year earlier; GAAP diluted EPS was $0.78, up $0.88; non-GAAP EPS was $0.94, versus $0.15. Adjusted EBITDA was $299.5 million, versus $59.0 million a year earlier. Cash and cash equivalents ended the quarter at $2,486.7 million.
The company raised its full-year 2026 guidance for the third time this year: revenue of $4.4 billion to $4.6 billion, non-GAAP gross margin of approximately 34%, non-GAAP operating income of $960 million to $1,030 million, and non-GAAP EPS of $3.10 to $3.40. The release also announced the company's addition to the S&P 500 index.
Founder, Chairman and CEO KR Sridhar said in the release: "Our third quarter results further demonstrate that Bloom is delivering reliable, scalable, clean, and economically compelling power to the world's most ambitious companies. With robust order volume throughout Q3, we are serving AI factories, global data centers, high-impact industrial users, and systemically important financial institutions at record speed. With our third guidance raise for the year, we are confident in our expected growth trajectory over the coming quarters." CFO Simon Edwards said the company is focused on expanding manufacturing capacity, producing at lower cost and scaling with less capital.
Bloom Energy is headquartered in San Jose, California. Its fuel-cell "Energy Servers" generate power from fuels such as natural gas or hydrogen with carbon-capture capability, serving data centers and industrial customers; orders have surged on AI-driven electricity demand. According to Stocktwits, the stock fell more than 3% after hours, and reported figures showed quarterly net cash flow of roughly negative $180 million.
来源：GSM·美国（原文链接）
图片来源：图：Bloom Energy的燃料电池能源服务器。照片：Bloom Energy，CC BY 2.0，经Wikimedia Commons。Photo: Bloom Energy fuel-cell energy servers. Photo: Bloom Energy, CC BY 2.0, via Wikimedia Commons.
