{"filings":[{"id":99454,"accession_number":"0001104659-26-039985","cik":886128,"company_name":"FUELCELL ENERGY INC","ticker":"FCEL","form_type":"8-K","filed_at":"2026-04-06T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"FuelCell Energy shareholders approve 3M new shares for incentive plan, 300K for ESPP","event_type":"other_material","confidence":"high","bullets":["Sixth Amended Incentive Plan approved; authorizes 5,194,444 total shares (3,000,000 new).","Amended ESPP approved; authorizes 300,078 total shares (300,000 new).","All eight director nominees elected; say-on-pay and KPMG ratification passed.","James England and Donna Sims Wilson each received ~3.6M withhold votes but were reelected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115464,"accession_number":"0001104659-26-024968","cik":886128,"company_name":"FUELCELL ENERGY INC","ticker":"FCEL","form_type":"8-K","filed_at":"2026-03-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"FuelCell Energy Q1 revenue up 61% to $30.5M; net loss narrows to $0.49/share","event_type":"earnings","confidence":"high","bullets":["Revenue $30.5M, up 61% YoY from $19.0M; gross loss $(5.9)M vs $(5.2)M.","Net loss per share improved to $(0.49) from $(1.42) (reverse split adjusted).","Adjusted EBITDA loss narrowed to $(17.0)M from $(21.1)M; operating loss down 20%.","Backlog $1.17B (down 10.8%); product revenue surged to $12.0M from $0.1M on module deliveries.","Data center strategy: 1.5+ GW new proposals in Q1; collaboration with SDCL targeting up to 450 MW."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":30531000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115463,"accession_number":"0001104659-26-010035","cik":886128,"company_name":"FUELCELL ENERGY INC","ticker":"FCEL","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"FuelCell Energy separates from EVP & General Counsel Dolger; severance $398,494 plus equity","event_type":"leadership","confidence":"high","bullets":["Joshua Dolger's employment ended Jan 6, 2026; separation agreement signed Feb 3, 2026.","Severance of $398,494 (12 months base salary) paid over 12 months.","Accelerated vesting of 44,911 unvested time-vesting RSUs; pro rata performance units remain eligible.","FY2025 MIP award eligibility of $231,011 subject to actual performance.","Up to 12 months COBRA premium reimbursement provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115462,"accession_number":"0001104659-26-001597","cik":886128,"company_name":"FUELCELL ENERGY INC","ticker":"FCEL","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"FuelCell Energy names Amanda Schreiber General Counsel; Joshua Dolger out without cause","event_type":"leadership","confidence":"high","bullets":["Joshua Dolger terminated as EVP, General Counsel & Corporate Secretary without cause, effective Jan 6, 2026.","Amanda Schreiber appointed as successor, effective Jan 12; she was previously EVP & GC at ContourGlobal (2017-2024).","Schreiber's employment agreement includes $470K base salary, 60% target bonus, and $750K FY2026 LTI target (50% PSUs, 50% RSUs).","Severance: 12 months base salary + COBRA if terminated without cause/good reason; enhanced severance on change-in-control (1 year base + avg bonus).","Dolger expected to receive separation benefits similar to his employment agreement; terms not yet finalized."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131886,"accession_number":"0001104659-25-125274","cik":886128,"company_name":"FUELCELL ENERGY INC","ticker":"FCEL","form_type":"8-K","filed_at":"2025-12-30T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"FuelCell Energy amends equity distribution agreement to $200M; J.P. Morgan exits as agent","event_type":"other_material","confidence":"high","bullets":["Amendment raises maximum common stock offering to $200M (excluding prior sales) from prior $300M ceiling.","J.P. Morgan Securities LLC terminated as sales agent effective Dec 24, 2025, per written notice.","Remaining agents: Jefferies, B. Riley, Barclays, BMO, BofA, Canaccord, Citigroup, Loop Capital."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131885,"accession_number":"0001104659-25-122295","cik":886128,"company_name":"FUELCELL ENERGY INC","ticker":"FCEL","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"FuelCell Energy Q4 revenue up 12% to $55M; FY revenue $158M (+41%); net loss narrows","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $55.0M (+12% YoY); gross loss improved to $(6.6)M from $(10.9)M.","Q4 net loss per share $(0.85) vs $(2.21) YoY; adjusted EBITDA $(17.7)M vs $(25.3)M.","FY 2025 revenue $158.2M (+41%); net loss per share $(7.42) vs $(7.83) prior year.","Backlog $1.19B (+2.6% YoY); unrestricted cash $278.1M at year-end.","Company prioritizing data center market; $64.5M impairment in Q3 from restructuring."],"consensus_eps_estimate":null,"consensus_eps_actual":-7.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":158162000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131884,"accession_number":"0001104659-25-117380","cik":886128,"company_name":"FUELCELL ENERGY INC","ticker":"FCEL","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"FuelCell Energy sets FY 2026 LTI awards; CEO target $1.7M, TSR goals 20-50%","event_type":"other","confidence":"high","bullets":["CEO Jason Few, CFO Michael Bishop, GC Joshua Dolger receive FY 2026 LTI awards: target values $1.7M, $800k, $550k.","Awards split 50/50 between TSR performance shares and time-vesting RSUs; TSR goals range 20%-50% over three periods.","Beginning stock price $7.61; performance shares capped at 235% of target with price cap at $190.25 per share.","Unvested awards forfeited on termination before third anniversary; awards may be cash-settled if insufficient shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131883,"accession_number":"0001104659-25-109262","cik":886128,"company_name":"FUELCELL ENERGY INC","ticker":"FCEL","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"FuelCell Energy sold 15.4M shares at avg $8.99, netting $135.5M in ATM offering through Nov 6","event_type":"other_material","confidence":"high","bullets":["Issued 15,380,413 shares from Sep 15 to Nov 6, 2025 at avg $8.99 per share.","Gross proceeds of $138.3M; net proceeds of $135.5M after $2.8M in commissions.","Only $1.1M of shares remain available under the Amended Sales Agreement as of Nov 6.","Outstanding shares rose to 47,676,043 as of Nov 6, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148467,"accession_number":"0001558370-25-011950","cik":886128,"company_name":"FUELCELL ENERGY INC","ticker":"FCEL","form_type":"8-K","filed_at":"2025-09-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"FuelCell Energy Q3 rev $46.7M (+97% YoY); net loss $(92.5M) due to $64.5M impairment","event_type":"earnings","confidence":"high","bullets":["Product revenue $26.0M vs $0.3M YoY; $24M from GGE module delivery and commissioning.","Net loss attributable to common stockholders $(92.5M) vs $(33.5M); includes $64.5M non-cash impairment and $4.1M restructuring.","Adjusted EBITDA $(16.4M) vs $(20.1M); adjusted EPS $(0.95) vs $(1.74).","Backlog $1.24B, up 4% vs $1.20B; management highlights data center demand and restructuring focus."],"consensus_eps_estimate":null,"consensus_eps_actual":-7.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":103146000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148466,"accession_number":"0001558370-25-011821","cik":886128,"company_name":"FUELCELL ENERGY INC","ticker":"FCEL","form_type":"8-K","filed_at":"2025-08-29T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"FuelCell Energy EVP and CCO Michael Hill resigns; Eric Strayer promoted to SVP Global Head of Sales","event_type":"leadership","confidence":"high","bullets":["Michael Hill resigned as EVP and Chief Commercial Officer effective September 5, 2025, to pursue another opportunity.","Departure is not due to any disagreement with FuelCell Energy on operations, policies, or practices.","Eric Strayer, previously VP of International and Partner Sales, promoted to Senior VP, Global Head of Sales effective September 8, 2025.","Strayer has been with FuelCell since 2021 and held senior roles at Altergy Systems and Doosan Fuel Cell America."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167289,"accession_number":"0001558370-25-008622","cik":886128,"company_name":"FUELCELL ENERGY INC","ticker":"FCEL","form_type":"8-K","filed_at":"2025-06-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"FuelCell EVP Strategic Partnerships Michael Lisowski to leave July 4; severance $400K","event_type":"leadership","confidence":"high","bullets":["Michael Lisowski, EVP Strategic Partnerships, terminated without cause effective July 4, 2025.","Severance payment of $400,000.12 (12 months base salary) paid over 12 months.","Accelerated vesting of 17,218 unvested time-vesting RSUs; other equity forfeited.","Pro-rata portion of performance stock units remains eligible; FY2025 MIP award also eligible.","COBRA premium reimbursement for up to 12 months; subject to non-compete and release conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167288,"accession_number":"0001558370-25-008461","cik":886128,"company_name":"FUELCELL ENERGY INC","ticker":"FCEL","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"FuelCell Energy Q2 FY2025: revenue up 67% to $37.4M, net loss per share $(1.79) improves; restructuring to cut costs 30%","event_type":"earnings","confidence":"high","bullets":["Revenue $37.4M (+67% YoY); backlog $1.26B (+19% YoY).","Net loss per share $(1.79) improved from $(2.18); Adjusted EBITDA $(19.3)M vs $(26.5)M.","Restructuring plan: reduce operating expenses ~30% annualized vs FY2024; workforce cut ~22%.","Appointed Mike Hill as Chief Commercial Officer to lead data center & distributed generation push.","Pausing solid oxide R&D; focus on carbonate for data centers, grid resilience, carbon recovery."],"consensus_eps_estimate":-1.4617,"consensus_eps_actual":-3.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":56403000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}