Can Bloom Energy Stay Profitable as It Doubles in Size?
Bloom Energy reported $196 million in the second quarter of 2026, compared with a loss of around $43 million a year earlier. A $37.4 million tariff refund, most of which was still owed to Bloom as of June 30, boosted the quarter’s gross margin.
Why it matters — The refund contributed to the reported improvement, which is relevant when assessing the basis for Bloom’s quarterly profitability.