Eos Energy Enterprises (EOSE) Company Report

Eos Energy Enterprises, Inc. (EOSE) entered into a Warrant Agreement with the U.S. Department of Energy (DOE) on November 18, 2025, agreeing to issue warrants to purchase 570,000 shares of its Common Stock at an exercise price of $0.01 per share.
This warrant issuance was a condition for the DOE's consent to EOSE's planned offerings of common stock and convertible unsecured senior notes.
On the same date, EOSE also entered into a Fifth Amendment to its Credit and Guaranty Agreement, which permits these new offerings and allows up to $200,000,000 of the net cash proceeds to be used to repurchase its 6.75% Convertible Senior Notes due 2030.
The DOE's consent also requires EOSE to maintain an 18-month interest payment reserve for both new and existing convertible notes in a project account.

Nov 18, 2025, 9:12 PM

8-K

Eos Energy Enterprises Enters Joint Development Agreement with Bimergen Energy Corporation

EOSE

New Projects/Investments

Eos Energy Enterprises has entered into a Joint Development Agreement (JDA) with Bimergen Energy Corporation to accelerate the development of battery storage projects.
The partnership will utilize Eos' proprietary Z3™ zinc-based battery technology for long-duration energy storage solutions.
The initial focus of the JDA is on several late-stage ERCOT projects totaling 1.0 GWh, which are currently being prepared for project financing.
Bimergen's robust pipeline totals nearly 8 GWh across major U.S. markets.

Nov 12, 2025, 11:30 AM

Press Release

Eos Energy Enterprises Announces Q3 2025 Financial Results

EOSE

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Eos Energy Enterprises reported Q3 2025 revenue of $30.5 million, which doubled its Q2 revenue.
The company's orders backlog stood at $644.4 million, representing ~2.5 GWh as of September 30, 2025, with an additional ~1 GWh in new orders post 9/30.
Gross Margin improved by +92 percentage points to (111%) and Adjusted EBITDA Margin improved by +166 percentage points to (173%) in Q3 2025.
Total cash was $126.8 million as of September 30, 2025.
The net loss attributable to shareholders was $(641.4) million, significantly impacted by $569 million in non-cash mark-to-market adjustments driven by a 122% stock price increase.

Nov 6, 2025, 1:30 PM

Presentation

Eos Energy Reports Doubled Q3 2025 Revenue, Strong Pipeline Growth, and Path to Profitability

EOSE

Earnings

Guidance Update

Revenue Acceleration/Inflection

Eos Energy reported Q3 2025 revenue of $30.5 million, which doubled its Q2 revenue, and reiterated its full-year guidance.
The company achieved a 92-point improvement in gross margin in Q3 and anticipates reaching positive contribution margin in Q4 and positive gross margin by the end of Q1 2026.
The commercial pipeline grew to $22.6 billion, a 21% net increase quarter-over-quarter, and the backlog stood at $644 million at quarter-end, with an additional $220 million in new orders booked since Q3.
Operational improvements include an 84% reduction in safety incidents and a 45% decrease in battery defects from Q2 to Q3, with Q4 production expected to be three times that of Q3.
Eos ended Q3 with $126.8 million in total cash, augmented by $43 million in customer cash received in Q4 and $11.8 million from the monetization of 45X tax credits.

Nov 6, 2025, 1:30 PM

Transcript

Eos Energy Enterprises Reports Record Q3 2025 Revenue and Reaffirms Full-Year Guidance

EOSE

Earnings

Guidance Update

New Projects/Investments

Eos Energy Enterprises reported record quarterly revenue of $30.5 million for Q3 2025, a 100% increase compared to the prior quarter, and reaffirmed its full-year revenue guidance in the range of $150 million to $160 million.
For Q3 2025, the company recorded a net loss attributable to shareholders of $641.4 million and an Adjusted EBITDA loss of $52.7 million.
The commercial opportunity pipeline increased to $22.6 billion, up 21% from the prior quarter, with $644.4 million in orders in backlog as of September 30, 2025.
Strategic developments include securing a 228 MWh order with Frontier Power, signing a 750 MWh master supply agreement with MN8 Energy, and receiving $24 million in incentives to support manufacturing expansion.

Nov 5, 2025, 9:10 PM

8-K

Eos Energy Secures Strategic Order and Achieves Final Cerberus Milestone

EOSE

New Projects/Investments

Debt Issuance

Eos Energy Enterprises, Inc. secured a strategic 228 MWh order from Frontier Power Ltd., marking the first conversion under their 5 GWh framework agreement announced in April 2025.
The company also achieved its final cash receipt milestone with Cerberus Capital Management LP, resulting in no additional preferred stock or warrants being issued to Cerberus at this time.
Frontier Power advanced 11 GWh of long-duration storage projects incorporating Eos' technology to the second round of Ofgem's Cap-and-Floor program.

Oct 31, 2025, 1:16 PM

8-K

Eos Energy Secures Strategic Order and Achieves Cerberus Milestone

EOSE

New Projects/Investments

Convertible Preferred Issuance

Eos Energy Enterprises (EOSE) announced a strategic 228 megawatt-hour (MWh) order from Frontier Power Ltd., which is the first conversion under their 5 GWh framework agreement established in April 2025.
Frontier will deploy Eos’ Z3™ energy storage systems and has advanced 11 gigawatt-hours (GWh) of long-duration storage projects incorporating Eos’ technology to the second round of a UK program.
Eos also achieved its final cash receipt milestone with Cerberus Capital Management LP, resulting in no additional preferred stock or warrants being issued to Cerberus at this time.

Oct 31, 2025, 1:10 PM

Press Release

Eos Energy Signs Supply Agreement with MN8 Energy

EOSE

New Projects/Investments

Eos Energy Enterprises (EOSE) has signed a supply agreement with MN8 Energy for as much as 750 MWh of its next-generation Z3™ energy storage systems.
The agreement focuses on deploying Eos's American-made, zinc-based battery energy storage systems to support a portfolio of projects, including those providing clean, dispatchable power for large load applications.
Initial projects MN8 would consider utilizing Eos’ Z3 technology for would incorporate 200 MWh of storage systems with 10-hour energy discharge duration, combining solar generation and long-duration storage.
Eos's Znyth™ aqueous zinc battery technology is designed for 3 to 12-hour applications and is manufactured in the U.S., offering a non-flammable, flexible, and dispatchable energy solution.

Oct 21, 2025, 12:18 PM

Press Release

Eos Energy Expands U.S. Manufacturing and Establishes New Software Hub

EOSE

New Projects/Investments

Hiring

Eos Energy Enterprises announced the expansion of its U.S. manufacturing footprint and the establishment of a new software hub as part of its growth strategy.
The company was awarded a $24 million economic development package by Pennsylvania and Allegheny County to support U.S. manufacturing and create 1,000 high-quality American jobs.
Eos will add a new 432,000 sq. ft. manufacturing facility in Marshall Township, PA, aiming to reach 8 GWh of annualized energy storage capacity.
A new software hub will be established at Nova Place, Pittsburgh, to support the company's growing workforce and its proprietary battery management system, DawnOS™.

Oct 21, 2025, 12:15 PM

Press Release

Eos Energy Enterprises and Unico Announce Strategic Partnership

EOSE

Product Launch

New Projects/Investments

Eos Energy Enterprises (EOSE) and Unico have formed a multi-year strategic partnership to deliver compact and efficient power conversion solutions for the energy storage market.
In April 2025, Unico signed an agreement to supply Eos with DC-to-DC converters over the next five years.
These new power converters will be integrated with Eos's Z3 Znyth™ aqueous zinc battery systems to enhance performance and deliver more available energy to customers.
Both Eos's and Unico's products are designed and manufactured in the U.S., aligning with federal clean energy goals and domestic sourcing incentives.

Oct 6, 2025, 1:09 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for Eos Energy Enterprises.

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