FuelCell Energy posts smaller-than-expected Q4 loss, to focus on data center market

FuelCell Energy

18/12/2025 12:39

Overview

Renewable power company's fiscal Q4 revenue rose 12%, beating analyst expectations

Adjusted loss per share for fiscal Q4 smaller than analyst expectations, reflecting cost-saving actions

Company emphasized focus on data center market and strategic initiatives

Outlook

FuelCell Energy focuses on data center market for future growth

Company aims to expand manufacturing capacity to meet future demand

FuelCell Energy strengthens liquidity with $278.1 mln cash and EXIM financing

Result Drivers

PRODUCT REVENUES - Revenue increase primarily driven by long-term service agreement with Gyeonggi Green Energy for fuel cell modules in Korea

COST REDUCTIONS - Decrease in operating expenses due to reduced R&D spending and restructuring actions

DATA CENTER FOCUS - Strategic focus on data center market to leverage efficient power solutions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$55.02 mln
$47.40 mln (7 Analysts)
Q4 Adjusted EPS
Beat
-$0.83
-$1.21 (7 Analysts)
Q4 EPS
-$0.85
Q4 Net Income
-$29.34 mln
Q4 EBIT
-$28.32 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 6 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the renewable energy equipment & services peer group is "buy."

Wall Street's median 12-month price target for Fuelcell Energy Inc is $7.53, about 4.7% below its December 17 closing price of $7.90

Press Release: ID:nGNXGcxFN

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(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.)