EOSEW · Eos Energy Enterprises, Inc.
Price & Indicators
The closing range uses available history since Aug 4, 2026; less than a full year is stored.
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Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. EOS Energy tightened its full-year 2026 revenue guidance to $300–$350M from $300–$400M to accelerate manufacturing consolidation into Thornhill, even as Q2 revenue jumped 351% YoY to $68.8M and the CFO outlined a path to over 72 points of adjusted gross margin improvement over the next 12 months.
- + Q2 revenue rose 351% year-over-year to $68.8M, with cube deliveries up 207%, on record backlog of $807M (up 25% sequentially).
- + Frontier Power USA secured approximately $263M of gross proceeds, expected to support more than $1B of deployable project capital, with a $100M post-quarter purchase order for the Blanquilla project.
- + Gross margin improved 132 percentage points year-over-year to negative 71%, marking seven consecutive quarters of gross margin improvement, and adjusted EBITDA margin improved 235 points YoY.
- + Thornhill Line 2 launched commercial production with battery cycle times ~10% faster and bipolar cycle times ~11% faster than Line 1, and management expects consolidation to deliver an additional 10–15% reduction in conversion costs.
- − Full-year 2026 revenue guidance was tightened (lowered) to $300–$350M from the prior range of $300–$400M, trading near-term revenue for the Thornhill consolidation.
- − Q2 net loss attributable to shareholders was $275.7M, driven primarily by non-cash mark-to-market fair value adjustments on warrants and derivatives, and adjusted EBITDA loss widened to $71.4M from $51.6M a year ago.
- − Roughly 80% of Q2 revenue came from a single pre-existing project tied to FPUSA, and that project plus FPUSA represented 49% of backlog volume, creating significant customer-concentration risk.
- − Cash declined sharply to $364.1M at quarter-end (including restricted cash) from $568.0M at year-end 2025, with $191.8M of cash used in operating activities in the first half.
- − Line 1 will be taken down during the Thornhill consolidation move, and Thornhill underutilization and accelerated DAWN OS upgrade work are pressuring near-term margins, with elevated cost pressures expected to continue into Q3 before diminishing significantly in Q4.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders illustrative — not investment adviceIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Capital expenditures | $35M | third quarter ended September 30, 2026 | — |
| Line 2 contributed approximately 17% of total battery production | 17% | third quarter ended September 30, 2026 | — |
| operating cash inflows | $114M | third quarter ended September 30, 2026 | — |
| order under an existing capacity reservation agreement | $100M | third quarter ended September 30, 2026 | — |
| Shipments | 23% | third quarter ended September 30, 2026 | — |
| Adjusted EBITDA loss non-GAAP | $71.4M | Q2 FY2026 | — |
| Adjusted gross loss non-GAAP | $42.9M | Q2 FY2026 | — |
| Commercial opportunity pipeline | $24.6B | Q2 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electrical Equipment & Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EOSEW
this stock
Eos Energy Enterprises, Inc.
|
$611.80M | — | +631.8% | — | — |
|
CYATY
Contemporary Amperex Technology Co., Limited/ADR
|
$225.44B | — | — | — | 0.0% |
|
ABLZF
Abb Ltd
|
$155.59B | +12.4% | +9.5% | — | 0.0% |
|
VRT
Vertiv Holdings Co
|
$79.41B | +25.6% | +27.7% | 46.7 | 3.7% |
|
BE
Bloom Energy Corp
|
$63.53B | +156.2% | +37.3% | — | 7.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- % held
- 80.7%
- Reported
- 35 of 360
- Top holder
- BlackRock, Inc.
- Filed
- Oct 19, 2026
- This year
- 30
Eos Energy Enterprises announced preliminary results for the quarter ended September 30, 2026, with revenue of $82 to $83 million, GAAP gross margin of (55)% to (53)%, total cash of approximately $344 million, and backlog of approximately $765 million.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EOSEW | -43.6% | -72.3% | — | -59.9% | — |
| SPY | -1.2% | -0.6% | +8.1% | +0.8% | +12.8% |
| vs SPY | -42.4% | -71.7% | — | -60.7% | — |