Bloom Energy Corporation (BE)

From the record

Bloom Energy Corporation's filings since 2017 show 4 warning events of 4 kinds: a debt default or acceleration notice (8-K item 2.04, the latest 2023-05-19); a warning not to rely on past financial statements (8-K item 4.02, the latest 2020-02-12); an auditor change (8-K item 4.01, the latest 2020-09-04); a late-report notice (Form NT 10-K or NT 10-Q, the latest 2020-03-16) (its current reports).

From the record

Bloom Energy Corporation's 10 filed years say what it did: revenue went from $209 million in fiscal 2016 to $2.0 billion in fiscal 2025, up 28.7% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 0 of 10 of those years (its annual reports).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Bloom Energy Corporation lost about 11 cents for every dollar of shareholders' money, and gross profitability: its products earned about 13 cents per dollar of everything the company owns. Leverage: it owed about 83 cents per dollar of assets, and net share issuance: its share count grew 5.7% over the year (the filed statements).

From the record

Bloom Energy Corporation's standing among 7 graded names in its industry family: revenue of $2.0 billion in fiscal 2025 ranks in the top 21% by size; a net margin of -4.3% ranks in the top 36%; revenue growth of 19.1% a year over the last 3 filed years ranks in the top 21% (its annual reports).

From the record

Bloom Energy Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Sridhar, Kr (Chairman & CEO, as filed), filing under that title since 2018-07-24, 8.3 years (top 12% of its family); the 15 officers and directors filing in the last fifteen months have been on the record a median of 3.4 years (bottom 10%); 10 officer or director changes were reported on Form 8-K since 2023-11-13, against the 15 people in charge now (top 44%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Bloom Energy Corporation's room to grow, from the newest filed statements (fiscal 2025): cash of $2.5 billion against debt of $2.6 billion leaves -3.1% of its assets as net cash, bottom 44% of its family; cash from operations less capital spending is 2.8% of revenue (top 21%); a gross margin of 29% (top 21%); research spending of 9.2% of revenue (top 42%) (its annual report).

From the record

Bloom Energy Corporation's growth drivers, from the filed years to fiscal 2025: revenue grew 19.1% a year over the last three filed years against 28.7% over all 10, slowing (bottom 42% of its family); the newest year grew 37.4% (top 42%); research spending grew 7.3% a year (top 36%); capital spending grew -21.4% a year (bottom 36%) (its annual reports). Bloom Energy Corporation reported 4 product lines in fiscal 2025: Product at $1.5 billion (76%), Service at $228 million (11%), Installation at $204 million (10%), and 1 more; 4 of 4 grew against the year before (its annual report).

From the record

Bloom Energy Corporation's newest year against its own record: revenue of $2.0 billion in fiscal 2025 came in 23.9% above the $1.6 billion its prior three years' pace pointed to (bottom 42% of its family); net income of $87 million against a prior three-year average of $217 million (top 25%); a net margin of -4.3% against -17.1% before (top 25%) (its annual reports).