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Eos Energy Enterprises
Eos Energy Enterprises (EOSE) investor relations material
Eos Energy Enterprises Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved record FY 2025 revenue of $114.2 million, a 7x year-over-year increase, with Q4 revenue of $58 million surpassing all prior quarters and years since going public.
Orders backlog reached $701.5 million (~2.8 GWh), with commercial pipeline expanding to $23.6 billion (99 GWh), and annual production capacity increased to 2 GWh.
Ended 2025 with a record cash position of $624.6 million, following major capital raises and refinancing, removing going concern language from filings.
Launched Indensity™, a modular, high-density energy storage product, and DawnOS™, an advanced control software, expanding product offerings and market reach.
Operational scaling and automation drove significant increases in production, shipments, and customer deliveries, with 609% more deliveries year-over-year.
Financial highlights
FY 2025 revenue: $114.2 million, up 632% from $15.6 million in 2024; Q4 revenue: $58 million, up 700% year-over-year.
Full-year gross loss: $143.8 million, with a 408-point margin improvement; Q4 gross loss: $54.4 million, 230-point margin improvement year-over-year.
Adjusted EBITDA loss: $219.1 million, with an 812-point margin improvement and 632% revenue growth.
Net loss: $969.6 million, including $746.8 million in non-cash impacts from fair value adjustments and refinancing.
Year-end cash: $624.6 million, up $521 million year-over-year.
Outlook and guidance
2026 revenue guidance: $300–$400 million, with the midpoint representing 3x 2025 revenue, supported by expanded manufacturing and delivery schedules.
Gross margin profitability expected in the second half of 2026, delayed from Q1 due to material costs.
Focus for 2026 is on disciplined scaling, margin improvement, and converting backlog into high-quality revenue.
Targeting 4 GWh annualized manufacturing nameplate capacity by end of 2026, with flexibility to expand as demand grows.
Disciplined execution and operational improvements are key to achieving guidance.
Assess the sustainability of current liquidity
What competitive advantages does Indensity™ offer?
How will Eos improve unit economics in 2026?
What specific actions de-risk 2026 revenue guidance?
How does Indensity improve profitability and market fit?
Detail strategy to temper cash burn while scaling
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Next Eos Energy Enterprises earnings date
Q1 20266 May, 2026
Eos Energy Enterprises
Next Eos Energy Enterprises earnings date
Q1 20266 May, 2026
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Frequently asked questions
Eos Energy Enterprises Inc. designs, manufactures, and markets energy storage systems based on zinc-powered battery technology. Its products support energy grid modernization, renewable integration, and commercial and industrial energy storage needs. The company serves electric utilities, renewable project developers, and commercial customers. The company is headquartered in Edison, New Jersey, and its shares are listed on the NASDAQ.
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