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Dec 31, 2025
Fluence Q1 2026 Earnings Report
Fluence Energy, Inc. reported its first quarter 2026 results, reaffirming its fiscal year 2026 guidance.
Key Takeaways
Fluence Energy, Inc. reported a significant increase in revenue for the first quarter of fiscal year 2026, reaching $475.2 million, up 154.4% from the previous year. Despite this growth, the company posted a net loss of $62.6 million and an Adjusted EBITDA of $(52.1) million. Order intake was strong at over $750 million, bringing the backlog to a record $5.5 billion.
Revenue surged by 154.4% year-over-year to $475.2 million.
Net loss for the quarter was $62.6 million, an increase from $57.0 million in the prior year.
Adjusted EBITDA was $(52.1) million, compared to $(49.7) million in the same quarter last year.
Order intake exceeded $750 million, boosting the backlog to a record $5.5 billion.
Forward Guidance
Fluence Energy, Inc. reaffirmed its fiscal year 2026 outlook, projecting revenue between $3.2 billion and $3.6 billion, with a midpoint of $3.4 billion, and Adjusted EBITDA between $40.0 million and $60.0 million, with a midpoint of $50.0 million.
Positive Outlook
- Midpoint of fiscal year 2026 revenue guidance ($3.4 billion) is fully covered by orders in backlog.
- Accelerating data center growth, utility demand, and rising industrial loads are driving global energy storage demand.
- Pipeline has grown by approximately 30% to $30 billion since September 2025.
- Expanded sales effort, global supply chain, and domestic content strategy are enhancing competitive product delivery.
- Financial discipline positions the company to capture growth and deliver attractive value for shareholders.
Challenges Ahead
- Actual results may differ materially depending on various factors.
- Uncertainty around certain items like stock compensation and restructuring expenses may impact Adjusted EBITDA.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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