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Fluence Energy (FLNC) investor relations material
Fluence Energy Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Q3 revenue reached $603M, up 25% year-over-year, with net income of $7M and adjusted EBITDA of $27M, driven by strong international execution and margin expansion.
Backlog grew to $4.9B as of June 30, 2025, with $1.1B in new contracts added post-quarter and $2.5B of FY26 revenue secured.
All paused U.S. contracts reactivated after regulatory clarity; first domestic content-compliant battery storage system delivered in the U.S.
Signed two major contracts in Australia totaling $700M, including the largest in company history.
Favorable legislative developments extend ITC for storage, incentivize domestic content, and limit Chinese competition.
Financial highlights
Q3 revenue was $603M, with adjusted gross margin of 15.4% and net income of $7M; adjusted EBITDA was $27M.
Year-to-date revenue reached $1.2B, or 46% of expected full-year revenue.
Order intake for Q3 was $509M, with backlog at $4.9B and pipeline at $23.5B.
Liquidity exceeded $900M, including $416M in cash and a new $150M supply chain facility; pro-forma liquidity over $1B.
Free cash flow for the nine months was negative $421.3M, reflecting inventory and working capital investments.
Outlook and guidance
FY25 revenue expected at the low end of $2.6B–$2.8B, with some revenue shifted to FY26 due to U.S. production delays.
Adjusted EBITDA guidance for FY25 is $0–$20M, midpoint $10M; ARR guidance reaffirmed at $145M.
Full-year adjusted gross margin expected between 10–12%.
Approximately $2.5B of backlog expected to convert to revenue in FY26.
FY26 guidance to be based on 80–90% backlog coverage, increasing forecast confidence.
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