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Fluence Energy (FLNC)

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Earnings summaries and quarterly performance for Fluence Energy.

Research analysts who have asked questions during Fluence Energy earnings calls.

BL

Brian Lee

Goldman Sachs Group, Inc.

8 questions for FLNC

Also covers: ARRY, AYI, CCJ +19 more
DN

Dylan Nassano

Wolfe Research

8 questions for FLNC

Also covers: ARRY, ENPH, NOVA +5 more
CC

Christine Cho

Goldman Sachs Group

6 questions for FLNC

Also covers: BEP, BEPC, BLMN +22 more
George Gianarikas

George Gianarikas

Canaccord Genuity

6 questions for FLNC

Also covers: AEVA, AIRJ, AMRC +21 more
Mark W. Strouse

Mark W. Strouse

J.P. Morgan Chase & Co.

6 questions for FLNC

Also covers: ARRY, BE, BEP +15 more
AT

Ameet Thakkar

BMO Capital Markets

5 questions for FLNC

Also covers: BE, BLDP, NOVA +6 more
Julien Dumoulin-Smith

Julien Dumoulin-Smith

Jefferies

5 questions for FLNC

Also covers: AEE, AEP, AES +55 more
AP

Andrew Percoco

Morgan Stanley

3 questions for FLNC

Also covers: ADNT, BE, ENPH +10 more
BK

Ben Kallo

Robert W. Baird & Co.

3 questions for FLNC

Also covers: ALB, AMRC, BE +15 more
CD

Chris Dendrinos

RBC Capital Markets

3 questions for FLNC

Also covers: BE, CHPT, ENPH +8 more
DA

David Arcaro

Morgan Stanley

3 questions for FLNC

Also covers: AEP, AES, ATO +32 more
Dimple Gosai

Dimple Gosai

Bank of America

3 questions for FLNC

Also covers: ARRY, BE, CWEN +6 more
JC

Justin Clare

Roth MKM

3 questions for FLNC

Also covers: AMPS, AMSC, ATKR +10 more
KH

Kashy Harrison

Piper Sandler

3 questions for FLNC

Also covers: AMRC, ARRY, BE +13 more
Vikram Bagri

Vikram Bagri

Citigroup Inc.

3 questions for FLNC

Also covers: AMPS, ARRY, CSIQ +7 more
ZT

Zach Tuckwell

Jefferies

2 questions for FLNC

GG

George Gianarikas

Canaccord

1 question for FLNC

Also covers: ARBE, ASPI
Hannah Velásquez

Hannah Velásquez

Jefferies

1 question for FLNC

Also covers: CWEN, ORA, RUN +1 more
JW

Jonathan Windham

UBS

1 question for FLNC

Also covers: ARRY, GNRC, NXT +1 more
JL

Jordan Levy

Truist Securities

1 question for FLNC

Also covers: AMTX, ARRY, BLDP +10 more
TC

Tom Callagy

Barclays PLC

1 question for FLNC

Recent press releases and 8-K filings for FLNC.

Fluence Energy Reports Q1 2026 Results and Reaffirms FY 2026 Guidance
FLNC
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Fluence Energy reported Q1 2026 revenue of $475 million and an Adjusted Gross Profit of $27 million, resulting in a net loss of ($63 million) and Adjusted EBITDA of ($52 million).
  • The company achieved a record backlog of ~$5.5 billion and maintained total liquidity of ~$1.1 billion as of December 31, 2025, which includes ~$477 million of total cash.
  • Q1 2026 order intake totaled $757 million, with $500 million originating from the U.S., indicating accelerating U.S. demand.
  • Fluence reaffirmed its FY 2026 guidance, projecting revenue between $3,200 million and $3,600 million (midpoint $3,400 million) and Adjusted EBITDA between $40 million and $60 million (midpoint $50 million). The midpoint of the FY'26 revenue guidance is fully covered by orders in backlog.
1 day ago
FLNC Reports Q1 2026 Results, Reaffirms Full-Year Guidance, and Achieves Record Backlog
FLNC
Earnings
Guidance Update
New Projects/Investments
  • FLNC reported Q1 2026 revenue of $475 million and a negative adjusted EBITDA of $52 million, with an adjusted gross margin of 5.6%, which was below the full-year expectation of 11%-13%.
  • The company's backlog reached a record $5.5 billion, driven by over $750 million in new global orders during Q1, with over $500 million from the U.S..
  • FLNC reaffirmed its fiscal 2026 guidance, projecting revenue between $3.2 billion and $3.6 billion and Adjusted EBITDA between $40 million and $60 million, supported by approximately $1.1 billion in total liquidity.
  • The pipeline grew by approximately $7 billion, or 30%, and the company is pursuing significant new opportunities, including 36 GWh of data center projects and 34 GWh of long-duration energy storage projects.
1 day ago
Fluence Energy Reports Q1 2026 Results and Reaffirms FY 2026 Guidance
FLNC
Earnings
Guidance Update
New Projects/Investments
  • Fluence Energy reported Q1 2026 revenue of $475 million and an adjusted gross profit of $27 million, resulting in an adjusted gross margin of 5.6%.
  • The company's backlog reached a record $5.5 billion, and it secured over $750 million in new orders globally during Q1, with more than $500 million from the U.S..
  • Fluence reaffirmed its fiscal 2026 guidance and ended the quarter with approximately $1.1 billion in total liquidity.
  • The pipeline increased by approximately $7 billion, or 30%, driven by U.S. demand, with significant opportunities in data centers (discussions covering 36 GWh of projects) and long-duration energy storage (early discussions for 34 GWh of projects).
  • The domestic supply chain is performing as needed, and Fluence has secured 100% of its domestic and international supply needs for the year, with a roughly half and half mix of U.S.-made versus imported cells.
1 day ago
Fluence Energy Reports Q1 2026 Results, Reaffirms FY2026 Guidance, and Notes Record Backlog
FLNC
Earnings
Guidance Update
New Projects/Investments
  • Fluence Energy reported Q1 2026 revenue of $475 million, an adjusted gross profit of $27 million (5.6% margin), and a negative $52 million Adjusted EBITDA. The lower gross margin was attributed to typical Q1 dynamics and approximately $20 million in project-specific costs, which are expected to be largely recovered over the remainder of the fiscal year.
  • The company's backlog reached a record $5.5 billion, and it secured over $750 million in new orders globally during Q1, with more than $500 million from the U.S.. The overall pipeline increased by approximately $7 billion (30%), primarily from the U.S..
  • Fluence Energy reaffirmed its fiscal year 2026 guidance, expecting revenue in the range of $3.2-$3.6 billion and Adjusted EBITDA between $40-$60 million, with the midpoint of revenue guidance fully covered by the backlog. The full-year adjusted gross margin is expected to be 11%-13%.
  • The company is engaged in discussions covering 36 GWh of data center projects and 34 GWh of long-duration energy storage projects, many of which are not yet fully reflected in the pipeline. Fluence ended the quarter with approximately $1.1 billion in total liquidity, including $477 million in cash and $617 million available through credit facilities.
1 day ago
Fluence Energy Reports Q1 2026 Results and Reaffirms FY 2026 Guidance
FLNC
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • Fluence Energy, Inc. reported revenue of approximately $475.2 million for the first quarter ended December 31, 2025, marking an increase of 154.4% from the same quarter last year.
  • The company recorded a net loss of approximately $62.6 million and an Adjusted EBITDA of approximately $(52.1) million for Q1 2026.
  • Fluence signed over $750 million of order intake during the first quarter, bringing its backlog to a record approximately $5.5 billion as of December 31, 2025.
  • The company reaffirmed its fiscal year 2026 guidance, expecting revenue between $3.2 billion and $3.6 billion (midpoint $3.4 billion) and Adjusted EBITDA between $40.0 million and $60.0 million (midpoint $50.0 million).
2 days ago
Fluence Energy Recognized as Top Global Battery Energy Storage Provider
FLNC
New Projects/Investments
Product Launch
  • 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.
Dec 11, 2025, 2:00 PM
Fluence Energy Reports Q4 2025 Results, Record Orders, and Provides FY 2026 Guidance
FLNC
Earnings
Guidance Update
New Projects/Investments
  • 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.
Nov 25, 2025, 1:30 PM
Fluence Energy Reports Q4 2025 Results, Provides FY 2026 Guidance, and Highlights Strategic Growth
FLNC
Earnings
Guidance Update
New Projects/Investments
  • 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.
Nov 25, 2025, 1:30 PM
Fluence Energy Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook
FLNC
Earnings
Guidance Update
New Projects/Investments
  • 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.
Nov 25, 2025, 1:30 PM
Fluence Energy Reports Q3 2025 Results and Updates Fiscal Year 2025 Guidance
FLNC
Earnings
Guidance Update
New Projects/Investments
  • 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.
Aug 11, 2025, 12:00 AM