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Mar 31, 2025
Fluence Q2 2025 Earnings Report
Reported Second Quarter 2025 Results and Lowered Full Year 2025 Guidance
Key Takeaways
Fluence Energy reported a significant decrease in revenue and an increased net loss for the second quarter of fiscal year 2025 compared to the same period last year. The company also lowered its full year 2025 guidance, citing uncertainty in the U.S. market due to tariff policy.
Total revenue for the quarter was $431.6 million, a 31% decrease year-over-year.
GAAP net loss increased to $41.9 million from $12.9 million in the prior year quarter.
Adjusted EBITDA for the quarter was negative $30.4 million, compared to negative $6.1 million in the prior year quarter.
The company revised its full year 2025 revenue guidance down to a range of $2.6 billion to $2.8 billion due to paused U.S. projects.
Forward Guidance
Fluence Energy revised its fiscal year 2025 guidance downwards due to U.S. market uncertainty caused by tariff policy, leading to paused and deferred projects.
Positive Outlook
- Updated revenue midpoint for FY2025 is approximately 95% covered by current backlog and year-to-date revenue.
- Reaffirming fiscal year 2025 annual recurring revenue (ARR) guidance of approximately $145 million.
- Confident in the long-term growth trajectory of the energy storage industry.
- Well-positioned to deliver value through rapid innovation, differentiated supply chain, and product development.
- Maintaining robust liquidity and managing operating costs.
Challenges Ahead
- Lowered fiscal year 2025 revenue guidance to a range of $2.6 billion to $2.8 billion from $3.1 billion to $3.7 billion.
- Lowered fiscal year 2025 Adjusted EBITDA guidance to a range of $0 to $20 million from $70 million to $100 million.
- Reduction in revenue outlook primarily attributable to paused U.S. projects under existing contracts and deferred new contracts.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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