earnings
confidence high
sentiment positive
materiality 0.75
Eos Energy Q4 revenue $58M record, 8x YoY; initiates FY2026 guidance $300-400M
Eos Energy Enterprises, Inc.
2025-FY EPS
reported -$6.69
vs consensus -$0.18
▼ miss
(-3561.7%)
- Q4 revenue $58.0M (record), up 90% QoQ, ~8x YoY; full year revenue $114.2M, >7x 2024.
- Cash balance $624.6M after $580.5M convertible note and $458.2M stock offering; retired $200M of 2030 notes.
- Order backlog $701.5M (2.8 GWh), up 9% sequential; launched Indensity architecture targeting 1 GWh/acre.
- 2026 revenue guidance $300M-400M; substantial doubt about going concern removed.
- Q4 net loss $120.5M; adjusted EBITDA loss $71.5M; margins improved YoY significantly.