Eos Energy's Q4 revenue rises but annual revenue misses estimates

Eos Energy Enterprises

26/02/2026 11:45

Overview

U.S. energy storage firm's Q4 revenue rose significantly but full-year revenue missed expectations

Company secured over $240 mln in new orders in Q4, highlighting diversified demand

Company strengthened cash position with $600 mln convertible notes issuance

Outlook

Eos expects 2026 revenue between $300 mln and $400 mln

Company focuses on manufacturing efficiency and converting backlog into revenue

Eos launches Indensity™ to enhance site flexibility and safety

Result Drivers

OPERATIONAL IMPROVEMENTS - Record quarterly revenue driven by efficiency and quality improvements and subassembly automation

DIVERSIFIED DEMAND - Secured over $240 mln in new orders from eight customers across U.S. and international markets

BALANCE SHEET STRENGTH - Strengthened liquidity through $600 mln convertible notes issuance and stock offering

Company press release: ID:nGNX6vMsLX

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Miss
$114.20 mln
$150.17 mln (8 Analysts)
FY EPS
-$0.84
FY Net Income
-$969.65 mln
FY Operating Expenses
$115.43 mln
FY Operating Income
-$259.27 mln
FY Pretax Profit
-$969.62 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electrical components & equipment peer group is "buy"

Wall Street's median 12-month price target for Eos Energy Enterprises Inc is $15.00, about 34.8% above its February 25 closing price of $11.13

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)