---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-104498"
form_type: "8-K"
ticker: "FCEL"
cik: "0000886128"
company_name: "FUELCELL ENERGY INC"
filed_at: "2026-09-02T11:35:14+00:00"
generated_at: "2026-09-02T11:40:05.621747+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# FuelCell Energy Q3 FY26 revenue down 29% to $33M; net loss per share $(0.64)

## Summary
- Revenue $33.0M, down 29% YoY; gross loss $(24.5)M vs $(5.1)M; net loss per share $(0.64) vs $(3.78).
- Committed backlog $1.3B (+4.1% YoY); awarded capacity backlog $2.35B from Fit Energy 350 MW option; total $3.65B.
- Signed first data center capacity reservation for 75 MW Texas project with upfront payment; Fit Energy CEPA up to 380 MW.
- Targeting positive adjusted EBITDA in Q4 FY2027; Torrington expansion to 500 MW by June 2028.
- Delivered first two carbon capture modules to ExxonMobil in Rotterdam; repowered GGE park in Korea.

## SEC filing metadata
- accession: 0001104659-26-104498
- form_type: 8-K
- ticker: FCEL
- cik: 0000886128
- company_name: FUELCELL ENERGY INC
- filed_at: 2026-09-02T11:35:14+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/886128/000110465926104498/0001104659-26-104498-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/886128/000110465926104498/fcel-20260902x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-104498
- JSON: https://secwatch.observer/filing/0001104659-26-104498.json
- Plain text: https://secwatch.observer/filing/0001104659-26-104498.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.