$BE down 8.7% today and another ~3% AH to ~$210 after posting one of the strongest growth quarters in the energy sector: ​🔹 Rev: $1.24B (+138% YoY) vs. $1.06B est. 🟢 🔹 Adj. EPS: $0.94 (+527% YoY) vs. $0.68 est. 🟢 🔹 Adj. Gross Margin: 34.5% (+412 bps YoY) 🟢 🔹 FY26 Rev Guide: $4.4B–$4.6B vs. $4.1B est. (3rd raise this year) 🟢 🔹 FY26 EPS Guide: $3.10–$3.40 vs. $2.71 est. 🟢 ​The only blemish? $27.1M in operating cash flow because they are aggressively building out manufacturing capacity to keep up with hyperscaler data center orders. ​Triple-digit revenue growth, expanding margins, $2.49B in cash, and an undeniable bottleneck in grid power. If the market wants to sell this off on CapEx timing, it goes straight to the top of the dip-buy list.