earnings
confidence high
sentiment neutral
materiality 0.75
Eos Energy Q2 revenue $68.8M (+351% YoY); tightens FY2026 guidance to $300-350M
Eos Energy Enterprises, Inc.
- Revenue $68.8M, up 351% YoY; net loss $275.7M driven by mark-to-market adjustments.
- Adjusted EBITDA loss $71.4M; gross margin negative 71%, improving 132pp YoY.
- Backlog record $807M (3.4 GWh), up 25% sequentially; commercial pipeline $24.6B.
- Tightens FY2026 revenue guidance to $300-350M from $300-400M; evaluating manufacturing consolidation.
- Post-quarter: $100M purchase order for Blanquilla Phase I; awarded Golden Dome contract with Dept of War.