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Bloom Energy BE Share-based consideration payable to customer’s customer (Note 3)

Share-based consideration payable to customer’s customer (Note 3) at other companies

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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$64.6B+633%
Enterprise value$64.52B+581%
P/E258.8×
P/S20.8×+15.3×

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:ShareBasedPaymentArrangementIncreaseDecreaseForCustomerContract.

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 itemSix Months Ended / June 30, 2026Six Months Ended / June 30, 2025
Amortization of debt issuance costs6,7983,723
Loss on extinguishment of debt32,340
Net gain on failed sale-and-leaseback transactions(13,527)(827)
Share-based consideration payable to customer’s customer (Note 3)131,922
Allowance for credit losses3,080
Unrealized foreign currency exchange loss (gain)2,474(4,795)
Other128745
Changes in operating assets and liabilities:

ITEM 1—FINANCIAL STATEMENTS

FAQ

What is Bloom Energy's share-based consideration payable to customer’s customer (note 3)?
Bloom Energy (BE) reported share-based consideration payable to customer’s customer (note 3) of $5.01M in Q2 2026.
What does share-based consideration payable to customer’s customer (note 3) mean?
This represents the value of equity-based compensation or incentives granted to customers or third-party partners as part of a commercial arrangement. It captures the non-cash cost of using equity to drive customer acquisition or retention.

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