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Oct 31, 2021

FuelCell Energy Q4 2021 Earnings Report

FuelCell Energy's Q4 2021 earnings decreased due to lower revenues and increased operating expenses.

Key Takeaways

FuelCell Energy reported a decrease in revenue and an increase in net loss for the fourth quarter of fiscal year 2021. Revenue decreased by 18% to $13.9 million, and the loss from operations increased to $(22.6) million. The company continues to focus on its long-term growth strategy, investing in operational capabilities and technology innovation.

Revenues decreased to $13.9 million compared to $17.0 million year-over-year.

Loss from operations increased to $(22.6) million compared to $(17.1) million year-over-year.

Unrestricted cash and cash equivalents were $432.2 million as of October 31, 2021, compared to $149.9 million as of October 31, 2020.

Backlog remained comparable at $1.29 billion as of October 31, 2021.

Total Revenue
$13.9M
Previous year: $17M
-18.0%
EPS
-$2.1
Previous year: -$2.4
-12.5%
Backlog
$1.29B
Gross Profit
-$8.37M
Previous year: -$8.05M
+4.0%
Cash and Equivalents
$432M
Previous year: $150M
+188.4%
Total Assets
$875M
Previous year: $524M
+67.2%

FuelCell Energy

FuelCell Energy

FuelCell Energy Revenue by Segment

Forward Guidance

FuelCell Energy plans to focus on continued investment to achieve long-term growth in fiscal year 2022, rather than focusing on shorter-term financial metrics such as revenue growth and Adjusted EBITDA.

Positive Outlook

  • Capital expenditures are expected to range between $40 million to $50 million for fiscal year 2022.
  • Investments in factories for carbonate and solid oxide production capacity expansion.
  • Addition of test facilities for new products and components.
  • Expansion of laboratories and upgrades to and expansion of business systems.
  • Company funded research and development activities are expected to increase to $45.0 million to $55.0 million in fiscal year 2022

Revenue & Expenses

Visualization of income flow from segment revenue to net income