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Fluence Energy (FLNC)
NASDAQ:FLNC
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.15Last Year’s EPS
-0.24Same Quarter Last Year
Based on 15 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum (record $5.5B backlog, $750M+ Q1 bookings, ~30% pipeline growth) and robust liquidity ($1.1B), with clear progress on domestic supply chain and legal risk reduction. However, Q1 margin weakness (5.6% adjusted gross margin), a negative adjusted EBITDA (-$52M), and discrete ~$20M project costs underscore near-term execution and margin risks. Several large upside opportunities (data center and long-duration projects) remain at an early stage and must be converted to backlog to materially impact near-term results. On balance, the positives (backlog, bookings, pipeline growth, liquidity, supply-chain progress, legal wins, reaffirmed FY guidance) outweigh the near-term margin and execution headwinds.Company Guidance
Record Backlog and Strong Order Intake
Backlog reached a record $5.5 billion. Q1 order intake exceeded $750 million globally, with over $500 million from the U.S.; management noted that the midpoint of full-year revenue guidance is fully covered by backlog.
Material Pipeline Expansion
Pipeline increased by approximately $7 billion, or ~30%, quarter-over-quarter, with the majority of growth coming from the U.S. Management is also engaged in discussions covering ~36 GWh of potential data center projects (many not yet in the pipeline) and ~34 GWh of long-duration storage opportunities.
Revenue, Guidance and Targeted Financial Goals
Q1 revenue was $475 million (about 14% of full-year guidance). Management reaffirmed fiscal 2026 guidance: revenue $3.2–$3.6 billion (midpoint $3.4 billion), annual recurring revenue target of ~$180 million by year-end, and adjusted EBITDA guidance of $40–$60 million for the full year.
Strong Liquidity Position
Ended the quarter with approximately $1.1 billion in total liquidity, including $477 million in cash and $617 million available under credit facilities, providing flexibility to support growth and working capital needs.
Progress on Domestic Supply Chain and Manufacturing
Domestic content supply chain performing to schedule: cell and module production running ahead of plan and Arizona enclosure manufacturing on track. Management reported they have secured 100% of domestic and international supply needs for the year and cited an approximate 50/50 mix of U.S.-made versus imported components in the plan. ASC (cell supplier) is actively working to resolve PFE compliance issues.
Resolution of Key Legal Matters
Two previously pending legal matters were favorably resolved: Moss Landing settled for an immaterial amount (confidential terms) and a court dismissed Diablo Canyon's $230 million disgorgement claim.
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 |
|---|---|---|---|
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% |
May 07, 2025 | $4.51 | $4.82 | +6.87% |
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 (FLNC) report earnings?
Fluence Energy (FLNC) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Fluence Energy (FLNC) earnings time?
Fluence Energy (FLNC) earnings time is at May 13, 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 (Q2) is -0.15.
