Fluence Energy Inc Class A (FLNC)
NASDAQ:FLNC
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Earnings Data
Report Date
Aug 17, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.02Last Year’s EPS
0.01Same Quarter Last Year
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum (doubled YTD order intake, $5.6B backlog), important product and supply-chain milestones (Smartstack commercialization, U.S. domestic cell sourcing) and reaffirmed fiscal 2026 guidance with solid liquidity (~$900M). Headwinds include a Q2 revenue timing delay (~$80M), continued ASP declines, an ongoing negative adjusted EBITDA (improved but still negative) and working-capital absorption from inventory builds. Management emphasized disciplined execution and expected conversion of a growing data center pipeline, but acknowledged that MSAs and pipeline conversion are not guaranteed.Company Guidance
Accelerating Order Intake
Signed approximately $2.0 billion of orders year-to-date (double the amount signed through the same period last year, ~+100% YTD). Q3-to-date bookings exceed $600 million. Management expects total fiscal 2026 order intake to significantly exceed fiscal 2025.
Record Backlog
Record backlog of $5.6 billion at the end of Q2 2026, providing strong revenue visibility into the remainder of the fiscal year.
Improving Margins and Margin Durability
Q2 adjusted gross margin was 11.1% (within full-year guidance of 11%–13%) with rolling 12-month adjusted gross margin at 12.4%, reflecting two years of consistent double-digit adjusted gross margins.
Reaffirmed Fiscal 2026 Guidance
Reaffirmed revenue guidance of $3.2B–$3.6B (midpoint $3.4B), ARR target of ~ $180M (up from $148M in FY2025, +21.6%), and adjusted EBITDA guidance of $40M–$60M for the full year.
Strong Liquidity Position
Ended Q2 with approximately $900 million total liquidity, including ~$430 million in cash. Management expects liquidity to return to ~$900M by fiscal year-end after planned inventory investments.
Hyperscaler Wins and New Customer Expansion
Executed master supply agreements (MSAs) with two major hyperscalers after rigorous technical and commercial qualification. 50% of orders this year are from new customers, signaling expanding addressable market reach.
Product and Supply-Chain Milestones (Smartstack & U.S. Supply)
First Smartstack system reached substantial completion and commenced commercial operations; Smartstack enables >500 MWh per acre density and >98% reliability. Full U.S. domestic production for major components (including cell supplier in Smyrna, TN) and an additional U.S. cell source contracted to begin in fiscal 2027.
Adjusted EBITDA and Operational Improvement
Q2 adjusted EBITDA was negative $9M, an improvement of $21M versus Q2 of last year, driven by higher gross margin, lower operating costs and a $6M FX derivative gain.
FLNC 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
FLNC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $13.56 | $18.97 | +39.90% |
Feb 04, 2026 | $28.99 | $18.95 | -34.63% |
Nov 24, 2025 | $15.80 | $16.77 | +6.14% |
Aug 11, 2025 | $9.14 | $7.37 | -19.37% |
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 Fluence Energy Inc Class A (FLNC) report earnings?
Fluence Energy Inc Class A (FLNC) is schdueled to report earning on Aug 17, 2026, Before Open (Confirmed).
What is Fluence Energy Inc Class A (FLNC) earnings time?
Fluence Energy Inc Class A (FLNC) earnings time is at Aug 17, 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 FLNC EPS forecast?
FLNC EPS forecast for the fiscal quarter 2026 (Q3) is 0.02.
