Bloom Energy Raw materials increased by 13.8% to $400.24M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 24.3%, from $321.87M to $400.24M. Over 5 years (FY 2020 to FY 2025), Raw materials shows an upward trend with a 34.8% CAGR.
High levels may signal proactive supply chain hedging against shortages, while low levels could indicate lean inventory management or potential supply risks.
The cost of basic components and supplies held for use in the manufacturing of finished products. This inventory serves...
Standard across manufacturing sectors; levels vary based on supply chain strategy and lead times.
inv_raw_materials| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $77.87M | $94.05M | $80.81M | $98.42M | $118.88M | $156.16M | $165.45M | $195.68M | $223.53M | $238.72M | $270.41M | $298.08M | $298.71M | $339.02M | $315.74M | $321.87M | $318.13M | $353.19M | $351.76M | $400.24M |
| QoQ Change | — | +20.8% | -14.1% | +21.8% | +20.8% | +31.4% | +5.9% | +18.3% | +14.2% | +6.8% | +13.3% | +10.2% | +0.2% | +13.5% | -6.9% | +1.9% | -1.2% | +11.0% | -0.4% | +13.8% |
| YoY Change | — | — | — | — | +52.7% | +66.0% | +104.7% | +98.8% | +88.0% | +52.9% | +63.4% | +52.3% | +33.6% | +42.0% | +16.8% | +8.0% | +6.5% | +4.2% | +11.4% | +24.3% |
| % of Inventories | 47.7% | 51.5% | 56.4% | 53.8% | 57.5% | 61.3% | 61.6% | 49.2% | 47.7% | 50.2% | 53.8% | 56.6% | 57.4% | 58.0% | 58.0% | 52.5% | 46.1% | 50.1% | 54.7% | 54.6% |
| Share Change | — | +3.8pp | +4.8pp | -2.6pp | +3.8pp | +3.8pp | +0.4pp | -12.4pp | -1.5pp | +2.5pp | +3.6pp | +2.8pp | +0.8pp | +0.6pp | -0.0pp | -5.4pp | -6.4pp | +4.0pp | +4.6pp | -0.0pp |