secwatch.observer — SEC 8-K summary
======================================

Issuer:     FUELCELL ENERGY INC (FCEL)
CIK:        0000886128
Form:       8-K
Filed at:   2026-09-02T11:35:14+00:00
Accession:  0001104659-26-104498
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/886128/000110465926104498/0001104659-26-104498-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/886128/000110465926104498/fcel-20260902x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-104498

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer