Free · no account · quoted from the filing

What changed in BE's 10-Q

Source: 10-Q filed 2026-07-28 · compared against 10-Q 2026-04-29. Every passage below is quoted verbatim from the filing itself.

Profitability verified

Prior filing

Net income (loss) attributable to common stockholders $ 70,653 $ (23,814)

This filing

Net income (loss) attributable to common stockholders $ 196,290 $ (42,619)

Balance Sheet

This filing

Customer consideration asset12 90,967 —

Demand verified

Prior filing

The increase in customer deposits of $72.9 million for the three months ended March 31, 2026, was primarily driven by receipt of new deposits

This filing

The increase in customer deposits of $282.4 million for the six months ended June 30, 2026, was primarily driven by receipt of new deposits

Accounting Policies

This filing

we recognize a receivable for tariff refunds when recovery is deemed probable and the amount can be reasonably estimated.

Earnings per Share

Prior filing

Effect of dilutive securities: Convertible notes 21,371 — Stock options and awards 16,618 —

Subsequent Events

This filing

The redemption of the 3.0% Green Notes due June 2028 was completed on July 10, 2026.

What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings. Every quotation shown was checked character-for-character against the filing it is attributed to. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.