Can Bloom Energy Stay Profitable as It Doubles in Size?
The fuel cell maker made $196 million in its latest quarter. How much of that was from a tariff refund?
Overview
Bloom Energy (NYSE:BE) passed $1 billion in quarterly revenue for the first time in the second quarter of 2026. Sales climbed 166% year over year to $1.07 billion, and the fuel cell maker earned $196 million for common stockholders, compared to a loss of around $43 million a year before.
And management expects the growth to keep coming. In July, Bloom upped its 2026 revenue guidance again, and the latest range of $3.9 billion to $4.2 billion has a midpoint around double 2025's $2.02 billion.
Details
But can Bloom keep making money while it doubles in size? I think the profit looks solid. The margin behind it, though, is weaker than its 33.4% headline number suggests.
Source
Originally published at www.fool.com.