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FuelCell Energy (FCEL) investor relations material
FuelCell Energy AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting opened by the Chair, with board members and executive officers present, including representatives from KPMG and Equiniti Trust Company.
Virtual format enabled broader shareholder participation, with clear instructions for voting and Q&A.
Corporate governance
Notice of meeting and proxy materials were distributed to shareholders of record as of February 11, 2026.
Quorum established with over 26.9 million shares represented, allowing the meeting to proceed.
Shareholder proposals
Proposals included election of eight directors, advisory approval of executive compensation, ratification of KPMG as auditor, and amendments to incentive and employee stock purchase plans.
- Expanding data center focus and global pipeline drive growth, with improved Q1 2026 results.FCEL
Investor presentation23 Mar 2026 - Revenue up 61% year-over-year, cash position strong, and data center pipeline robust.FCEL
Q1 20269 Mar 2026 - Operational reset, governance enhancements, and incentive plan changes mark a pivotal year.FCEL
Proxy Filing18 Feb 2026 - Virtual annual meeting to vote on directors, pay, auditor, and plan amendments.FCEL
Proxy Filing18 Feb 2026 - Revenue declined, but generation growth and new contracts boosted backlog to $1.06 billion.FCEL
Q2 20241 Feb 2026 - Backlog surged 13% to $1.2B as cost controls improved margins despite lower revenue.FCEL
Q3 202422 Jan 2026 - Reverse stock split approved; strategic focus on Korea, US microgrids, and data center growth.FCEL
EGM 202417 Jan 2026 - Q4 revenue more than doubled, but annual losses deepened as restructuring targets cost cuts.FCEL
Q4 202410 Jan 2026 - Revenue up 97% but $64.5M impairment drives $92.5M net loss; backlog and liquidity strong.FCEL
Q3 202531 Dec 2025
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