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Bloom Energy BE Service — Unsatisfied performance obligations

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Other financials

Income statement

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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

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

Cash flow

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

Valuation

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Market cap$69.02B+659%
Enterprise value$68.94B+606%
P/E276.5×
P/S22.2×+16.6×

Profitability

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

Returns & leverage

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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 be:RevenueRemainingPerformanceObligationUnsatisfied.

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

As of June 30, 2026, and December 31, 2025, we have unsatisfied performance obligations of $442.4 million and $394.4 million, respectively, primarily related to product sales and installation services. We expect to recognize the associated revenue within the next 1 to 2 years, consistent with customers’ project deployment schedules. In addition, as of June 30, 2026, and December 31, 2025, we had unsatisfied performance obligations of $51.7 million and $25.0 million, respectively, related mainly to deferred service contracts which we expect to recognize over the remaining contractual terms ranging from 1 to 25 years.

ITEM 1—FINANCIAL STATEMENTS

FAQ

What is Bloom Energy's service — unsatisfied performance obligations?
Bloom Energy (BE) reported service — unsatisfied performance obligations of $51.7M in Q2 2026.
What does service — unsatisfied performance obligations mean?
This metric represents the total transaction price allocated to performance obligations that are unsatisfied or partially unsatisfied at the end of the reporting period. It reflects the value of contracted service work that has been committed to by customers but not yet recognized as revenue. This provides visibility into the future revenue backlog specifically tied to service and maintenance agreements.

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