Earnings summaries and quarterly performance for Fluence Energy.
Executive leadership at Fluence Energy.
Board of directors at Fluence Energy.
Axel Meier
Director
Chris Shelton
Director
Cynthia Arnold
Director
Elizabeth Fessenden
Director
Harald von Heynitz
Director
Herman Bulls
Chair of the Board
Peter Chi-Shun Luk
Director
Ricardo Falu
Director
Simon James Smith
Director
Tish Mendoza
Director
Research analysts who have asked questions during Fluence Energy earnings calls.
Brian Lee
Goldman Sachs Group, Inc.
6 questions for FLNC
Dylan Nassano
Wolfe Research
6 questions for FLNC
Ameet Thakkar
BMO Capital Markets
5 questions for FLNC
Julien Dumoulin-Smith
Jefferies
5 questions for FLNC
Christine Cho
Goldman Sachs Group
4 questions for FLNC
George Gianarikas
Canaccord Genuity
4 questions for FLNC
Mark W. Strouse
J.P. Morgan Chase & Co.
4 questions for FLNC
Andrew Percoco
Morgan Stanley
3 questions for FLNC
Chris Dendrinos
RBC Capital Markets
3 questions for FLNC
David Arcaro
Morgan Stanley
3 questions for FLNC
Justin Clare
Roth MKM
3 questions for FLNC
Kashy Harrison
Piper Sandler
3 questions for FLNC
Ben Kallo
Robert W. Baird & Co.
1 question for FLNC
Dimple Gosai
Bank of America
1 question for FLNC
George Gianarikas
Canaccord
1 question for FLNC
Hannah Velásquez
Jefferies
1 question for FLNC
Jonathan Windham
UBS
1 question for FLNC
Jordan Levy
Truist Securities
1 question for FLNC
Tom Callagy
Barclays PLC
1 question for FLNC
Vikram Bagri
Citigroup Inc.
1 question for FLNC
Recent press releases and 8-K filings for FLNC.
- Fluence Energy, Inc. has been recognized as one of the top three battery energy storage system providers worldwide in the S&P Global Commodity Insights 2025 Battery Energy Storage System Integrator Report, based on installed and contracted energy storage capacity.
- The company ranks in the top three globally for installed and contracted BESS capacity, both including and excluding China.
- Fluence holds the second-largest total capacity in the United States and is the second-largest provider for both installed and contracted capacity in Germany.
- Fluence also earned System Integrator of the Year for the third consecutive year and Product of the Year for Smartstack™ at the 2025 Energy Storage News Awards.
- Fluence Energy reported fiscal year 2025 revenue of approximately $2.3 billion, falling $300 million short of expectations due to manufacturing delays at its Arizona facility, but achieved a record adjusted gross margin of 13.7% and adjusted EBITDA of $19.5 million.
- The company secured record orders of $1.4 billion in Q4 2025, with approximately half from Australia, increasing its backlog to $5.3 billion.
- For fiscal year 2026, Fluence Energy provided guidance of $3.2 billion to $3.6 billion in revenue, an adjusted gross margin of 11%-13%, and adjusted EBITDA between $40 million and $60 million.
- Demand for energy storage is accelerating, with a growing pipeline including over 30 GWh from data center projects and the new SmartStack product expected to drive a majority of future orders.
- Fluence is strengthening its domestic supply chain by resolving production issues at its Arizona facility and adding a second domestic battery cell supplier to support growth and OBBA compliance.
- Fluence Energy reported fiscal year 2025 revenue of approximately $2.3 billion, which was below expectations due to manufacturing delays at its Arizona facility, but achieved a record 13.7% adjusted gross margin and $19.5 million adjusted EBITDA, at the top end of its guidance range.
- The company recorded $1.4 billion in orders during the fourth quarter of 2025, increasing its total backlog to $5.3 billion. The U.S. market is anticipated to be the largest contributor to order intake in fiscal year 2026.
- For fiscal year 2026, Fluence Energy forecasts revenue between $3.2 billion and $3.6 billion, with an adjusted gross margin of 11%-13%, and adjusted EBITDA between $40 million and $60 million. Annual recurring revenue is projected to reach approximately $180 million by the end of FY 2026.
- Fluence launched its new SmartStack product, which is expected to represent a majority of fiscal year 2026 orders, and announced a landmark 4 gigawatt-hour project with LEED in Europe. The company is also seeing significant demand from data center customers, with a pipeline representing over 30 gigawatt hours.
- The company has secured a second supplier for domestic battery cells and is making progress towards OBBBA compliance for its Tennessee manufacturing facility.
- Fluence Energy secured a record $1.4 billion in orders during Q4 2025, increasing its current backlog to $5.3 billion.
- For fiscal year 2025, the company reported approximately $2.3 billion in revenue, which was about $300 million below expectations due to manufacturing delays at its Arizona enclosure facility, but achieved a record adjusted gross margin of approximately 13.7% and adjusted EBITDA of approximately $19.5 million.
- Fluence Energy ended fiscal 2025 with $148 million in annual recurring revenue and approximately $1.3 billion in liquidity.
- The company introduced fiscal year 2026 guidance, projecting revenue between $3.2 billion and $3.6 billion, an adjusted gross margin of 11%-13%, and adjusted EBITDA of $40-$60 million.
- Strategic developments include a landmark 4 gigawatt hour project with LEED in Europe and securing a second supplier for domestic battery cells to enhance its domestic content strategy and meet future demand.
- Fluence Energy reported Q3 2025 revenue of $602.5 million, a 24.7% increase from the prior year, with net income of $6.9 million and Adjusted EBITDA of $27.4 million.
- The company reaffirmed its fiscal year 2025 revenue guidance of $2.6 billion to $2.8 billion, but now anticipates being at the lower end of the range due to slower than expected production ramp-up at its U.S. manufacturing facilities, which has shifted some anticipated revenue to fiscal year 2026.
- Fluence Energy's backlog as of June 30, 2025, reached approximately $4.9 billion, with an additional $1.1 billion in contracts signed in July and August.
- The company also reaffirmed its fiscal year 2025 Adjusted EBITDA guidance range of $0 to $20 million and Annual Recurring Revenue (ARR) guidance of approximately $145 million.
- Shareholder rights law firm Johnson Fistel, PLLP, is investigating potential violations of federal and state securities laws by certain officers and directors of Fluence Energy, Inc..
- A class action lawsuit was previously filed against Fluence Energy, alleging that the company's relationship with its founders and largest revenue sources, Siemens AG and The AES Corporation, was poised to decline.
- The lawsuit also claims that Siemens Energy, Siemens AG's U.S. affiliate, accused Fluence of engineering failures and fraud.
- It is further alleged that Fluence's margins and revenue growth were inflated as Siemens and AES were moving to divest, and that positive statements about the company's business and prospects lacked a reasonable basis.
- Long-term shareholders who have continuously held shares since before November 29, 2023, may have standing to assist in corporate governance reform.
- Fluence Energy, Inc. has been selected by AGL to deliver the 500 MW / 2000 MWh Tomago Battery Energy Storage System (BESS) in Newcastle, New South Wales, Australia.
- This deal represents Fluence's largest project transaction globally and contributes to 5 GWh of projects by Fluence in Australia.
- The Tomago BESS will be the third grid-scale battery storage system Fluence delivers for AGL, utilizing Fluence's Gridstack Pro™.
- Fluence Energy GmbH, a subsidiary of Fluence Energy, Inc., has been selected by VERBUND to build large-scale battery-based storage systems in Germany.
- These projects will achieve a total output of over 92 MW and a storage capacity of 186 MWh, including a 50 MW / 100 MWh facility in Weißenhurm-Kettig and a 42.9 MW / 86.5 MWh system in Elsterberg-Coschütz.
- Fluence was chosen due to its extensive experience in large-scale battery storage, in-depth knowledge of German regulations, and advanced noise protection and cybersecurity features.
- These new projects contribute to VERBUND's goal of installing approximately 1 GW of storage capacity by 2030 and add to Fluence's existing portfolio of over 750 MW in construction or completed across Germany.
- Fluence reported $432M in Q2 2025 revenue with an adjusted EBITDA of -$30M and a GAAP net loss of -$42M, marking a decline from the prior year .
- Revised FY 2025 guidance now targets $2.6B–$2.8B (down by $700M) with adjusted EBITDA guidance at a midpoint of $10M, as tariff pressures led to pausing some U.S. projects .
- The company ended the quarter with strong liquidity of over $1B (including $610M in cash) and a robust backlog of approximately $4.9B .
- Maintained double-digit adjusted gross margins at around 10.4% .
- Launched the new Smartstack technology and pursued a focused domestic content strategy to address tariff uncertainties .
- Q2 2025 financial performance: The company reported revenue of approximately $431.6 million, a 31% decrease year-over-year, with a net loss of about $41.9 million and a quarterly order intake of $200 million resulting in a backlog of approximately $4.9 billion.
- Revised fiscal outlook: Updated full-year 2025 guidance now reflects revenue in the range of $2.6–$2.8 billion (midpoint $2.7 billion) and a reduction in Adjusted EBITDA guidance to $0–$20 million from the previous higher expectations due to paused U.S. projects amid tariff uncertainty.
- Liquidity position: The company ended the quarter with a cash balance of approximately $610 million, up by roughly $91.3 million compared to the previous reporting period.
Quarterly earnings call transcripts for Fluence Energy.
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