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Sep 30, 2025
Fluence Q4 2025 Earnings Report
Fluence reported fourth quarter results with positive net income and strong bookings momentum.
Key Takeaways
Fluence Energy posted a profitable Q4 with $24.1M in net income and $1.04B in revenue. The company secured a record $1.4B in new orders, boosting backlog and cash reserves to all-time highs.
Forward Guidance
Fluence provided FY26 guidance, projecting up to $3.6B in revenue and a midpoint of $50M in Adjusted EBITDA.
Positive Outlook
- Revenue guidance midpoint of $3.4B with 85% already covered by backlog
- Adjusted EBITDA guidance midpoint of $50M
- Expected ARR increase to $180M by FY26 end
- Record $1.3B in liquidity supports growth
- Order momentum supports top-line growth outlook
Challenges Ahead
- FY25 ended with a net loss of $68M despite a profitable Q4
- Production delays in the U.S. cited as a challenge
- Q4 revenue decreased YoY to $1.04B from $1.23B
- Digital contract order intake fell sharply YoY
- Free cash flow was significantly negative at -$160.4M
Historical Earnings Impact
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Avg. Return Before/After Earnings
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