Eos Energy Enterprisesmisses top-line and bottom-line estimates; introduces FY26 outlook

  • Eos Energy Enterprises press release (EOSE): Q4 Non-GAAP EPS of -$0.72 misses by $0.48.
  • Revenue of $57.99M (+699.9% Y/Y) misses by $35.7M.
  • Adjusted EBITDA loss was $71.5 million compared to $44.6 million in the prior year period.
  • Total cash of $624.6 million, including restricted cash, as of December 31, 2025.
  • Order backlog totaled $701.5 million, representing 2.8 GWh, up 9% sequential quarter, reflecting strong commercial momentum and growing demand.
  • Commercial opportunity pipeline of $23.6 billion, a 4% increase compared to prior quarter and 64% increase compared to December 31, 2024.
  • Initiates 2026 revenue guidance of $300 million to $400 million consensus of $471.26M.

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