Eos Energy Enterprises, Inc. (NASDAQ:EOSE) shares are trading lower premarket on Thursday after the company reported fourth-quarter FY26 results and provided FY26 guidance below consensus.

Earnings Snapshot

The company reported record quarterly revenue of $58.0 million, up around 8X year over year (Y/Y), thanks to efficiency and quality improvements in several operations and implementation of subassembly automation.

Also, revenue was higher than the first three quarters of 2025 combined.

The company reported gross loss of $54.4 million, which improved by 230 points Y/Y, on increased product margins. The analyst consensus for revenue stood at $93.87 million.

Adjusted EBITDA loss widened to $71.5 million vs. $44.6 million in the prior year period, with improved margins of 492 points on stronger operational performance.

At the year’s end, order backlog stood at $701.5 million, up 9% sequentially, on strong commercial momentum and higher demand.

As of December 31, 2025, cash stood at $624.6 million.

Management Commentary

Joe Mastrangelo, Eos Chief Executive Officer, added, “While disappointed in not meeting revenue expectations, execution improved significantly as 2025 progressed, and we exited the year with clear operational momentum.”

Mastrangelo continued, “In 2026, our focus is on disciplined scale and margin improvement — driving manufacturing efficiency, improving unit economics quarter-over-quarter, and converting our backlog into high-quality revenue.”

Outlook

The company expects FY26 sales outlook of $300-$400 million vs consensus of $479.283 million.

EOSE Price Action: Eos Energy Enterprises shares were down 36.21% at $7.10 at the time of publication on Thursday, according to Benzinga Pro data.

Photo by PJ McDonnell via Shutterstock

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