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Screener / SEC EDGAR /CIK 0001664703 /10-K filed Feb 9, 2026, compared with Feb 27, 2025 /Numbers from the XBRL of the 10-Ks
Industrials peers:
AXONROLPNRBEIEXAOS
NYSE Industrials · Electrical Equipment

Bloom Energy BE

BE quote by TradingView

Bloom Energy is a global leader in onsite power generation, delivering a foundational platform purpose-built for the digital era and the global energy transition. 10-K, Item 1

Employees
2,214
Headquarters
San Jose, CA
CEO
KR Sridhar
Next results
around Feb 4, 2027
Compare with peers Embed

BE among Industrials peers

Six ratios from the latest 10-K. Each corner is the share of 81 peers the company is above, not a score.

Compare
Revenue growth: 37.3%, above 100% of 81 peers (their median 4.6%) REVENUE GROWTH 37.3% · above 100% Gross margin: 32.3%, above 24% of 51 peers (their median 38.6%) GROSS MARGIN 32.3% · above 24% Operating margin: 14.8%, above 38% of 71 peers (their median 17.5%) OPERATING MARGIN 14.8% · above 38% Net margin: 13.7%, above 57% of 81 peers (their median 13.0%) NET MARGIN 13.7% · above 57% FCF margin: 11.4%, above 44% of 78 peers (their median 13.3%) FCF MARGIN 11.4% · above 44%
BE Peer median Below the median

What changed

3 new risk paragraphs and 1 accounting fact worth reading about. 10-K filed Feb 9, 2026 against Feb 27, 2025.

Risk factors
3 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Critical audit matters changed
New this year: Investments in Unconsolidated Affiliates (“In August 2025, the Company concluded a transaction with Brookfield Asset Management (“Brookfield”) for a prospective financing framework structure (the “Financing Structure”) under which the Company and Brookfield formed joint venture entities (each, a “Fund JV”).”). Same as last year: Product Revenue Recognition
10-K · XBRL
Accounting checks
10 other checks clear, 1 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
2 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

1fact worth reading about the other 10 checks found nothing to note

  • Critical audit matters changed
    New this year: Investments in Unconsolidated Affiliates (“In August 2025, the Company concluded a transaction with Brookfield Asset Management (“Brookfield”) for a prospective financing framework structure (the “Financing Structure”) under which the Company and Brookfield formed joint venture entities (each, a “Fund JV”).”). Same as last year: Product Revenue Recognition
  • Receivables +10.7% vs revenue +37.3% (-26.6 pts)
9 more checks with nothing to note
  • Cash from operations $113.9M vs net income −$87.1M (FY ending Dec 31, 2025)
  • Inventory +18.1% vs revenue +37.3% (-19.2 pts)
  • Same auditor in both 10-Ks: Deloitte & Touche LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

3 paragraphs in Risk Factors that were not in the 10-K filed Feb 27, 2025. Quoted as filed.

All 3 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Feb 27, 2025 10-K, ITEM 1A
    • Our AI customer mix is increasing due to the continued adoption of AI tools, and the resulting growth in AI data centers and their resulting power needs to support our business expansion. Slower expansion of AI data centers due to actual or perceived deceleration in AI adoption or other factors could have an adverse impact on our…
  2. Item 1A · new paragraph · not in the 10-K filed Feb 27, 2025 10-K, ITEM 1A
    • Our internal computer systems, and those of our third-party providers, may fail or suffer from events beyond our control, including from cybersecurity events, which could reduce revenue and earnings, increase expenses and expose us to legal and regulatory claims. • We increasingly rely on the collection, processing, storage, sharing,…

New risk paragraphs, against peers

Latest 10-K of each, Industrials companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$1.2B$1.3B$1.5B$2.0B
Net income−$301.7M−$302.1M−$27.2M−$87.1M
Operating cash flow−$191.7M−$372.5M$92.0M$113.9M
Free cash flow−$308.5M−$456.3M$33.1M$57.2M

Revenue, FY2016 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$2.0B ▲ 37.3% in FY2025

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings

About the company

Bloom Energy, San Jose, CA · from the 10-K filed Feb 9, 2026

Bloom Energy is a global leader in onsite power generation, delivering a foundational platform purpose-built for the digital era and the global energy transition. We manufacture a versatile fuel cell energy platform, supporting the commercial availability of two main products: the Bloom Energy Server® fuel cell system for generating electricity and the Bloom Electrolyzer™ for producing hydrogen.

Headquarters
San Jose, CA
Country
United States
Listed on
NYSE
Fiscal year ends
December 31
Last results
Oct 22, 2026
Incorporated in
DE

Employees, at the top of the page: "As of December 31, 2025, we had 2,214 full-time employees worldwide, of which 1,752 were located in the U" (10-K). Address and exchange: SEC's company file.

Email alerts

Sources

The 10-K filed Feb 9, 2026 (open at SEC), compared with the 10-K filed Feb 27, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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