BE Bloom Energy
Solid-oxide fuel cells for on-site data center power, built in Delaware and California. Power-module exports from Delaware go mostly to its Korean partner; US sales are not in trade data.
Current-quarter revenue estimate
Quarter ending Dec 2026 · reports Feb 5, 2027
Low confidence · within ±5% in 1 of 9 backtested quarters, average error 17.6%. Model: Operating data cross-checked with company guidance (US EIA).
Industry flow
Delaware imports of power inverters · to Aug 2026
No company-specific flow — this is an industry-wide flow for context.
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
Delaware imports of power inverters US Census Bureau | Inputs | A Direct link | 0.86 | Aug 2026 |
US planned gas generation capacity (EIA 860M) US EIA | End demand | B Linked | 0.64 · leads 2Q | Sep 2026 |
Delaware fuel-cell power module exports US Census Bureau | Company shipments | C Industry context | 0.36 · leads 2Q | Aug 2026 |
US data center construction spending (annualized) US Census Bureau (construction spending) | End demand | D Weak link | -0.41 | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.
Scorecard
Our last estimate before each report vs actual revenue.
| Quarter | Our estimate | Actual | Error |
|---|---|---|---|
| Sep 2026 | $985M | $1.24B | −20% |