Recent 8-K filings for FCEL

• Apr 06, 2026 23:59 UTC other_material materiality 0.40 neutral item 5.02item 5.07item 9.01

  FuelCell Energy shareholders approve 3M new shares for incentive plan, 300K for ESPP

  Sixth Amended Incentive Plan approved; authorizes 5,194,444 total shares (3,000,000 new).

• Mar 09, 2026 23:59 UTC earnings materiality 0.60 positive item 2.02item 7.01item 9.01

  FuelCell Energy Q1 revenue up 61% to $30.5M; net loss narrows to $0.49/share

  Revenue $30.5M, up 61% YoY from $19.0M; gross loss $(5.9)M vs $(5.2)M.

• Feb 04, 2026 23:59 UTC leadership materiality 0.35 neutral item 5.02item 9.01

  FuelCell Energy separates from EVP & General Counsel Dolger; severance $398,494 plus equity

  Joshua Dolger's employment ended Jan 6, 2026; separation agreement signed Feb 3, 2026.

• Jan 07, 2026 23:59 UTC leadership materiality 0.60 neutral item 5.02item 8.01item 9.01

  FuelCell Energy names Amanda Schreiber General Counsel; Joshua Dolger out without cause

  Joshua Dolger terminated as EVP, General Counsel & Corporate Secretary without cause, effective Jan 6, 2026.

• Dec 30, 2025 23:59 UTC other_material materiality 0.50 neutral item 1.01item 9.01

  FuelCell Energy amends equity distribution agreement to $200M; J.P. Morgan exits as agent

  Amendment raises maximum common stock offering to $200M (excluding prior sales) from prior $300M ceiling.

• Dec 18, 2025 23:59 UTC earnings materiality 0.75 negative item 2.02item 7.01item 9.01

  FuelCell Energy Q4 revenue up 12% to $55M; FY revenue $158M (+41%); net loss narrows

  Q4 revenue $55.0M (+12% YoY); gross loss improved to $(6.6)M from $(10.9)M.

• Dec 01, 2025 23:59 UTC other materiality 0.50 neutral item 5.02item 9.01

  FuelCell Energy sets FY 2026 LTI awards; CEO target $1.7M, TSR goals 20-50%

  CEO Jason Few, CFO Michael Bishop, GC Joshua Dolger receive FY 2026 LTI awards: target values $1.7M, $800k, $550k.

• Nov 10, 2025 23:59 UTC other_material materiality 0.65 negative item 8.01

  FuelCell Energy sold 15.4M shares at avg $8.99, netting $135.5M in ATM offering through Nov 6

  Issued 15,380,413 shares from Sep 15 to Nov 6, 2025 at avg $8.99 per share.

• Sep 09, 2025 23:59 UTC earnings materiality 0.80 negative item 2.02item 7.01item 9.01

  FuelCell Energy Q3 rev $46.7M (+97% YoY); net loss $(92.5M) due to $64.5M impairment

  Product revenue $26.0M vs $0.3M YoY; $24M from GGE module delivery and commissioning.

• Aug 29, 2025 23:59 UTC leadership materiality 0.50 neutral item 8.01

  FuelCell Energy EVP and CCO Michael Hill resigns; Eric Strayer promoted to SVP Global Head of Sales

  Michael Hill resigned as EVP and Chief Commercial Officer effective September 5, 2025, to pursue another opportunity.

• Jun 13, 2025 23:59 UTC leadership materiality 0.60 neutral item 5.02item 9.01

  FuelCell EVP Strategic Partnerships Michael Lisowski to leave July 4; severance $400K

  Michael Lisowski, EVP Strategic Partnerships, terminated without cause effective July 4, 2025.

• Jun 06, 2025 23:59 UTC earnings materiality 0.75 neutral item 2.02item 7.01item 9.01

  FuelCell Energy Q2 FY2025: revenue up 67% to $37.4M, net loss per share $(1.79) improves; restructuring to cut costs 30%

  Revenue $37.4M (+67% YoY); backlog $1.26B (+19% YoY).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.60 · Most common event earnings

1 positive 3 negative 8 neutral

source · FCEL on sec.gov