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Eos Energy Enterprises (EOSE)
NASDAQ:EOSE
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.2Last Year’s EPS
-0.2Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced. The call highlighted very strong top-line growth, backlog expansion, product and manufacturing investments, a strong cash position and a sizable commercial pipeline — all positive signals of market demand and scalable opportunity. At the same time, significant execution and manufacturing issues (supplier disruption, higher-than-expected downtime, yield challenges), a large GAAP net loss driven in part by noncash mark-to-market items, and a delayed path to early profitability temper the outlook. Management presented concrete remediation plans (automation fixes, Line 2 redundancy, Thornhill layout improvements, Indensity commercialization) and expressed confidence, but near-term execution risk remains.Company Guidance
Record Revenue and Rapid Top-Line Growth
Full-year 2025 revenue of $114.2M, described as >7x year-over-year growth (transcript references a 632% revenue increase). Q4 revenue was $58M, nearly double Q3 and the fourth consecutive quarter of record revenue.
Strong Backlog and Large Commercial Pipeline
Backlog of just over $701M at quarter-end, booking ~1.1 GWh across 8 customers/9 projects (9% sequential increase). Commercial pipeline of $23.6B (~99 GWh), up 4% sequentially and 64% year-over-year.
Substantial New Orders and Diversified Wins
More than $240M of new orders in the quarter across commercial & industrial, distributed generation and front-of-the-meter projects; highlighted 50 MWh master supply agreement (with $250/kWh incentive), hotel projects in Florida and a national lab integration order from a global power company.
Improving Margins and Unit Economics
Sequential and year-over-year gross margin improvement noted: full-year gross loss of $143.8M represented a 408 percentage-point margin improvement year-over-year. Adjusted gross loss was $128.5M and adjusted EBITDA loss was $219.1M with an 812-point margin improvement vs prior year, signaling improving operating leverage as volumes scale.
Strong Cash Position and Balance Sheet Strengthening
Ended 2025 with just under $625M in cash (company's strongest cash position). November refinancing added $474M, retired 80% of 2030 converts, reduced interest rate by 500 bps, freed $11.5M in restricted cash, and public warrant exercises contributed ~ $80M gross proceeds. Going-concern language removed from the 10-K.
Manufacturing Automation and Capacity Ramp
Completed subassembly automation and reported a fully automated battery line; management reported production records across operations and stated line capacity milestones (COO referenced enabling a 2 GWh line capacity supported by 26 suppliers; CEO referenced a 2 MWh facility milestone). Company targets 4 GWh nameplate manufacturing capacity by end of 2026.
Product & Software Innovations (Indensity and DawnOS)
Launched Indensity (modular 133-kWh cores stackable up to 12 high) to improve serviceability, site energy density and manufacturability; launched DawnOS for individual battery monitoring and controls. Management expects Indensity shipments beginning in H2 2026.
Market Demand Tailwinds and Use-Case Growth
Management cited accelerating demand drivers (data centers, electrification, reshoring). Data center leads up 50% quarter-over-quarter and active data center pipeline up >40%. 63% of pipeline now consists of 8-hour-or-longer systems, aligning with long-duration market trends.
EOSE Earnings History
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
EOSE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $11.13 | $6.74 | -39.44% |
Nov 05, 2025 | $14.86 | $15.29 | +2.89% |
Jul 30, 2025 | $5.92 | $5.70 | -3.72% |
May 06, 2025 | $5.04 | $6.67 | +32.34% |
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.
FAQ
When does Eos Energy Enterprises (EOSE) report earnings?
Eos Energy Enterprises (EOSE) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Eos Energy Enterprises (EOSE) earnings time?
Eos Energy Enterprises (EOSE) earnings time is at May 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EOSE EPS forecast?
EOSE EPS forecast for the fiscal quarter 2026 (Q1) is -0.2.