Fluence Energy's Q3 earnings call reflected strong strategic positioning with robust backlog growth and positive legislative support, although it faced challenges with revenue shortfalls and tariff impacts. The overall sentiment is balanced with significant achievements and ongoing challenges.

Company Guidance

During the Fluence Energy Q3 2025 earnings call, the company provided several key metrics and guidance details. The company reported a backlog of approximately $4.9 billion as of June 30, with an additional $1.1 billion in contracts signed since then. Q3 revenue was recorded at approximately $603 million, which was below expectations due to delays in ramping up U.S. manufacturing facilities. However, the adjusted gross profit margin was 15.4%, exceeding the target, and the annual recurring revenue increased to $124 million. Liquidity at the end of the quarter was over $900 million, including $460 million in total cash. For fiscal 2025, Fluence expects revenue at the low end of the previously guided $2.6 billion, with an adjusted gross margin between 10% and 12%. The company also reaffirmed the adjusted EBITDA guidance range of $0 to $20 million. In terms of future outlook, Fluence highlighted the positive impact of the One Big Beautiful Bill Act (OB3) on its U.S. strategy, noting several legislative provisions supporting domestic energy storage systems. The company expressed confidence in meeting the OB3 compliance deadlines and emphasized the growing competitiveness and market demand for battery energy storage solutions.

Record Backlog and New Contracts

Fluence Energy ended Q3 with a $4.9 billion backlog and added $1.1 billion in new contracts, including significant deals in Australia.

Strong Gross Profit Margin

Despite revenue shortfalls, the company achieved a 15.4% adjusted gross profit margin, surpassing their target for the quarter.

Increased Liquidity

Fluence Energy closed the quarter with over $900 million in liquidity and secured a new $150 million unsecured supply chain facility.

Supportive Legislation

The One Big Beautiful Bill Act (OB3) supports Fluence's U.S. strategy by extending investment tax credits for stand-alone storage and imposing restrictions on Chinese equipment.

Positive Market Trends

Battery storage is increasingly competitive against gas turbines, with significant growth in demand from data centers, driven by AI and machine learning workloads.

Growing Pipeline

The company's pipeline has grown to $23.5 billion from $22 billion last quarter, indicating strong global demand.

Fluence Energy (FLNC) Earnings, Revenues Date & History

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FLNC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 02, 2025	2025 (Q4)	0.20 / -	0.34	―	―	―
Aug 11, 2025	2025 (Q3)	-0.01 / 0.01	0.066	-84.85% (-0.06)
May 07, 2025	2025 (Q2)	-0.20 / -0.24	-0.018	-1233.33% (-0.22)
Feb 10, 2025	2025 (Q1)	-0.19 / -0.32	-0.094	-240.43% (-0.23)
Nov 25, 2024	2024 (Q4)	0.28 / 0.34	0.029	1072.41% (+0.31)
Aug 07, 2024	2024 (Q3)	-0.13 / 0.07	-0.192	134.38% (+0.26)
May 08, 2024	2024 (Q2)	-0.07 / -0.02	-0.136	86.76% (+0.12)
Feb 07, 2024	2024 (Q1)	-0.15 / -0.09	-0.105	10.48% (+0.01)
Nov 28, 2023	2023 (Q4)	-0.07 / 0.03	-0.238	112.18% (+0.27)
Aug 09, 2023	2023 (Q3)	-0.18 / -0.19	-0.275	30.18% (+0.08)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

FLNC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 11, 2025	$9.14	$7.37	-19.37%
May 07, 2025	$4.51	$4.82	+6.87%
Feb 10, 2025	$13.07	$7.00	-46.44%
Nov 25, 2024	$23.50	$19.00	-19.15%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.