Earnings summaries and quarterly performance for Eos Energy Enterprises.
Executive leadership at Eos Energy Enterprises.
Board of directors at Eos Energy Enterprises.
Alex Dimitrief
Director
Claude Demby
Director
David Urban
Director
Greg Nixon
Director
Jeff Bornstein
Director
Jeff McNeil
Director
Joseph Nigro
Director
Mimi Walters
Director
Nick Robinson
Director
Russell Stidolph
Chair of the Board
Research analysts who have asked questions during Eos Energy Enterprises earnings calls.
Alfred Moore
C.L. King & Associates
3 questions for EOSE
Jeffrey Osborne
TD Cowen
3 questions for EOSE
Martin Malloy
Johnson Rice
3 questions for EOSE
Stephen Gengaro
Stifel Financial Corp.
3 questions for EOSE
Thomas Boyes
TD Cowen
3 questions for EOSE
Craig Shere
Tuohy Brothers
2 questions for EOSE
Joseph Osha
Guggenheim Partners
2 questions for EOSE
Julien Dumoulin-Smith
Jefferies
2 questions for EOSE
Mark W. Strouse
J.P. Morgan Chase & Co.
2 questions for EOSE
Stephen Gengaro
Stifel
2 questions for EOSE
Marty Malloy
Johnson Rice & Company L.L.C.
1 question for EOSE
Patrick Ouellette
Stifel Financial Corp.
1 question for EOSE
Ryan Pfingst
B. Riley Securities
1 question for EOSE
Thomas Patrick Curran
Seaport Research Partners
1 question for EOSE
Recent press releases and 8-K filings for EOSE.
- Eos Energy Enterprises reported Q4 2025 revenue of $58.0 million, representing a 700% increase year-over-year, contributing to fiscal year 2025 revenue of $114.2 million and 7x YoY growth.
- The company provided Fiscal Year 2026 revenue guidance of $300 million to $400 million.
- As of December 31, 2025, the orders backlog stood at $701.5 million and the commercial pipeline at $23.6 billion.
- Gross Margin improved to (94%) in Q4 2025, a 230 percentage point improvement year-over-year, and Adjusted EBITDA Margin improved to (123%), a 492 percentage point improvement year-over-year.
- Total cash and equivalents were $624.6 million as of December 31, 2025, an increase of $521 million from the previous year, supported by successful capital raises and debt refinancing.
- Eos Energy Enterprises reported 7x year-over-year revenue growth and achieved its highest cash position in company history, ending 2025 with just under $625 million. Despite this, the company missed its guidance for the year and reported an adjusted EBITDA loss of $219.1 million for 2025. A significant milestone was the removal of the "going concern" language from its 10-K filing.
- Operationally, the company completed self-assembly automation, making its battery line fully automated, and reached a 2 gigawatt hour capacity at its Turtle Creek facility by year-end. However, operational targets were missed due to supplier non-conformance, quality issues with automated bipolar production, and higher-than-expected battery line downtime. Eos also launched Indensity, a new product packaging designed for improved serviceability, cost, and site energy density.
- Commercially, Eos ended Q4 2025 with a backlog of just over $701 million, representing a 9% sequential increase, and secured more than $240 million in new orders. The commercial pipeline grew to $23.6 billion (approximately 99 gigawatt hours), up 64% year-over-year, with 63% of the pipeline consisting of 8-hour or longer systems.
- Eos Energy Enterprises reported 7 times year-over-year revenue growth for 2025 and ended the year with its highest cash position of nearly $625 million. The company achieved 632% revenue growth for 2025, with an adjusted EBITDA loss of $219.1 million showing an 812 point margin improvement.
- The company has removed the going concern language from its 10-K filing, reflecting a strengthened balance sheet and improved operations.
- For 2026, Eos initiated revenue guidance of $300 million to $400 million and anticipates becoming gross margin positive in the second half of 2026.
- The company's backlog increased 9% sequentially to over $701 million, and its commercial pipeline grew 64% year-over-year to $23.6 billion. Eos also launched its new Indensity product, an improved battery packaging solution.
- Eos Energy Enterprises reported record revenue for Q4 2025 of $58 million and full-year 2025 revenue of $114.2 million, marking more than 7 times year-over-year growth.
- The company ended Q4 2025 with a backlog of just over $701 million, a 9% sequential increase, and a commercial pipeline of $23.6 billion, up 64% year-over-year.
- Eos achieved 2 gigawatt hour capacity by year-end 2025 and targets 4 GWh for 2026, despite operational challenges in Q4 2025 that are described as fixable.
- For 2026, the company initiated revenue guidance between $300 million and $400 million and expects to achieve gross margin positive status in the second half of 2026, a delay from previous expectations.
- The company significantly strengthened its balance sheet, ending 2025 with just under $625 million in cash, and has removed the "going concern" language from its filings.
- Eos Energy Enterprises reported record quarterly revenue of $58.0 million for Q4 2025 and full-year 2025 revenue of $114.2 million, marking more than 7x year-over-year growth.
- The company initiated 2026 revenue guidance of $300 million to $400 million.
- Liquidity was significantly strengthened, with a record cash balance of $624.6 million as of December 31, 2025, and management concluded that substantial doubt about continuing as a going concern no longer exists.
- The order backlog reached $701.5 million, representing 2.8 GWh, by the end of 2025, driven by over $240 million in new orders during Q4.
- Eos Energy Enterprises reported record quarterly revenue of $58.0 million in Q4 2025 and full-year 2025 revenue of $114.2 million, representing more than 7x growth over 2024.
- The company initiated 2026 revenue guidance of $300 million to $400 million and ended 2025 with an order backlog of $701.5 million.
- Eos strengthened its balance sheet with a record cash balance of $624.6 million as of December 31, 2025, following a $600 million senior convertible notes issuance and registered direct common stock offering.
- Management concluded that substantial doubt regarding the Company’s ability to continue as a going concern no longer exists due to current liquidity and ongoing margin improvements.
- In Q4 2025, Eos secured over $240 million in new orders (nearly 1.1 GWh) from eight customers and launched Indensity™, a next-generation energy storage architecture.
- Bimergen Energy Corporation's Redbird project, a 100 MW / 400 MWh battery energy storage system located in Texas, has been formally approved under its Joint Development Agreement (JDA).
- Bimergen has selected Eos Energy Enterprises, Inc.’s Z3™ zinc-based battery technology for the Redbird project.
- The Redbird BESS is designed to enhance grid reliability, support renewable integration, and provide critical services in the Electric Reliability Council of Texas (ERCOT) market.
- Eos's Z3™ technology is highlighted for its safety, durability, and multi-hour performance, supporting the project's advancement towards commercial operations.
- Eos Energy Enterprises has launched "in Density," a gigawatt energy storage architecture designed to provide a foundational solution for modern energy systems.
- The "in Density" system, built around Z3 battery modules and the Dawn OS controls platform, offers significantly higher energy density, targeting one gigawatt hour per acre in dense urban environments, which is roughly four times the energy of most incumbent systems.
- The Eos in Density core is a compact, self-contained, and vertically stackable unit, emphasizing simple installation, improved safety through a non-flammable aqueous electrolyte, and operational flexibility with a wide temperature window and rapid response times.
- Eos Energy Enterprises has introduced InDensity, a new gigawatt energy storage architecture designed to provide high-density, flexible, and safe energy storage.
- InDensity is built around zinc chemistry (Z3 module) and the Eos Dawn OS controls and analytics platform, featuring a modular, self-contained core unit that can be stacked vertically.
- The system targets one gigawatt-hour per acre in dense urban environments, delivering roughly four times the energy of most other incumbent systems, and utilizes a non-flammable aqueous electrolyte for foundational safety.
- InDensity is designed for flexibility, supporting charge and discharge from 4 to 16 hours and beyond, multiple cycles per day, and responding to grid power demands in as little as five milliseconds.
- Eos Energy Enterprises, Inc. (EOSE) announced the launch of Eos Indensity™, a new battery energy storage system (BESS) architecture designed to transform how energy storage scales.
- Indensity™ features the Eos Indensity Core™, a modular, stackable building block that leverages three dimensions of a site to make gigawatt-scale storage achievable.
- Key features include next-level density targeting 1 GWh per acre (approximately four times that of most other technologies), extraordinary flexibility supporting 4-16+ hour durations, and exceptional safety due to its non-flammable zinc chemistry.
Quarterly earnings call transcripts for Eos Energy Enterprises.
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