布鲁姆能源 2026年季度报告

FORM 10-Q (Mark One)QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended March31, 2026orTRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from ____________to ____________ BLOOM ENERGY CORPORATION(Exact name of registrant as specified in its charter)________________________________________________________________________ 77-0565408 Delaware (I.R.S. Employer Identification No.) 95134(Zip Code) (408) 543-1500 (Registrant’s telephone number, including area code) Name of each exchange on which registered New York Stock Exchange Class A Common Stock, $0.0001 par value BE Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934 during thepreceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements for the past 90days.YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of RegulationS-T(§232.405 of this chapter) during the preceding 12months (or for such shorter period that the registrant was required to submit such files).YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerginggrowth company.See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of theExchange Act. Large accelerated filerAccelerated filerNon-accelerated filerSmaller reporting companyEmerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revisedfinancial accounting standards provided pursuant to Section 13(a) of the Exchange Act. The number of shares of the registrant’s common stock outstanding as of April24, 2026 was as follows: Bloom Energy Corporation Quarterly Report on Form 10-Q for the Three Months Ended March 31, 2026Table of Contents PART I—FINANCIAL INFORMATION Item 1—Financial Statements (unaudited)Condensed Consolidated Balance SheetsCondensed Consolidated Statements of OperationsCondensed Consolidated Statements of Comprehensive Income (Loss)Condensed Consolidated Statements of Changes in Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Unaudited Condensed Consolidated Financial StatementsItem 2—Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3—Quantitative and Qualitative Disclosures About Market RiskItem 4—Controls and Procedures PART II—OTHER INFORMATIONItem 1—Legal Proceedings Item 1A—Risk FactorsItem 2—Unregistered Sales of Equity Securities and Use of ProceedsItem 3—Defaults Upon Senior SecuritiesItem 4—Mine Safety DisclosuresItem 5—Other InformationItem 6—Exhibits Signatures Unless the context otherwise requires, the terms“we,”“us,”“our,”“Bloom Energy,”“Bloom”and the“Company”each refer to Bloom EnergyCorporation and all of its subsidiaries. Bloom Energy CorporationCondensed Consolidated Balance Sheets(in thousands, except share data)(unaudited) We have a variable interest entity related to a joint venture in the Republic of Korea (see Note11—Related Party Transactionsin this Quarterly Report on Form 10-Q),which represents a portion of the consolidated balances recorded within these financial statement line items.Including amounts from related parties of $0.6million and $151.9million as of March31, 2026, and December31, 2025, respectively.Including amounts from related parties of $74.1million and $3.0million as of March31, 2026, and December31, 2025, respectively.Including amounts from related parties of $1.5million and $1.2million as of March31, 2026, and December31, 2025, respectively.Including amounts from related parties of $48.0million and $48.8million as of March31, 2026, and December31, 2025, respectively.Including amounts from related parties of $6.7million and $6.0million as of March31, 2026, and December31, 2025, respectively.Including amounts from related parties of $4.1million and $0.8million as of March31, 2026, and December31, 2025, respectively.Including amounts from related parties of $1.7million as of March31, 2026. Related party balance as of December31, 2025, was inconsequential.Including amounts from related parties of $8.1million and $6.9million as of March31, 2026, and December31, 2025, respectively.Represent related party investments in Fund JVs (see Note 7—Investments in Unconsolidated Affiliatesin this Quarterly Report on Form 10-Q).Represent the excess of unrealized profit from sales to the Fund JVs over the carrying value of the related equity‑method investment