Skip to content
Screener

Bloom Energy BE Electricity — Revenue from contracts that contain leases

Similar metrics at other companies

American Tower logo
AMTEurope — Property lease revenue
$256M+11.6%
American Tower logo
AMTLatin America — Property lease revenue
$414.8M+14.8%
American Tower logo
AMTU.S. & Canada — Property lease revenue
$1.2B-2.9%
American Tower logo
AMTAfrica & APAC — Property lease revenue
$413.1M+24.1%
American Tower logo
AMTData Centers — Property lease revenue
$254.9M+13.2%
Paccar logo
PCARTruck Sales — Operating Lease Lease Income
$4.5M+7.1%

Other financials

Income statement

See full
Revenue$1.1B+166%
Gross profit$355.6M+232%
Operating income$182.2M+5,302%
Net income$198.9M+571%
EPS (diluted)$0.62+444%

Balance sheet

See full
Cash & equivalents$2.7B+344%
Total debt$2.6B+105%
Total equity$1.6B+171%
Total assets$5.6B+122%

Cash flow

See full
Operating cash flow$226.4M+206%
CapEx$51.6M+613%
Free cash flow$174.8M+179%

Valuation

See full
Market cap$62.04B+604%
Enterprise value$61.96B+554%
P/E248.6×
P/S19.9×+14.5×

Profitability

See full
Gross margin31.2%+0.9pp
Operating margin11.2%+6.8pp
Net margin8%
FCF margin20.1%+17.4pp

Returns & leverage

See full
Return on equity22.6%
Debt / equity1.6×-0.5×
Current ratio4.1×-0.9×

Where this comes from

Reported directly by Bloom Energy in its filing.

Tagged under the XBRL concept us-gaap:OperatingLeaseLeaseIncome.

The source filing: Bloom Energy’s 10-Q, filed July 28, 2026.

Filed
Jul 28, 2026, 5:27 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-050247
Line itemThree Months Ended / June 30, 2026Three Months Ended / June 30, 2025Six Months Ended / June 30, 2026Six Months Ended / June 30, 2025
Product revenue$935,413$296,611$1,588,761$508,480
Installation revenue50,97837,37276,90971,023
Service revenue69,02354,449130,902107,997
Electricity revenue5,3327,82410,57528,018
Total revenue from contract with customers1,060,746396,2561,807,147715,518
Revenue from contracts that contain leases:
Electricity revenue4,6194,9869,27211,745
Total revenue$1,065,365$401,242$1,816,419$727,263

ITEM 1—FINANCIAL STATEMENTS

FAQ

What is Bloom Energy's electricity — revenue from contracts that contain leases?
Bloom Energy (BE) reported electricity — revenue from contracts that contain leases of $4.62M in Q2 2026.
How has Bloom Energy's electricity — revenue from contracts that contain leases changed year-over-year?
Bloom Energy's electricity — revenue from contracts that contain leases decreased by 7.4% year-over-year, from $4.99M to $4.62M.
What is the long-term trend for Bloom Energy's electricity — revenue from contracts that contain leases?
Over 4 years (2021 to 2025), Bloom Energy's electricity — revenue from contracts that contain leases has grown at a -23.5% compound annual growth rate (CAGR), from $65.32M to $22.38M.
What does electricity — revenue from contracts that contain leases mean?
This metric quantifies the portion of electricity revenue recognized under accounting standards for contracts that are classified as leases. It reflects the company's strategy of deploying assets where the customer effectively controls the use of the power generation equipment. This distinction is critical for understanding the timing of revenue recognition and the underlying structure of customer financing arrangements.

Ask your AI about Bloom Energy's electricity — revenue from contracts that contain leases.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude