Latest Earnings Results: Q3 '26
Estimated EPS
-$0.41
Reported EPS
-$0.64
Surprise
-55.21%
Estimated Rev
$38.78M
Reported Rev
$33M
Surprise
-14.9%
• Reported GAAP EPS of -$0.64 up 32.63% YoY • Reported revenue of $33M down -29.40% YoY • For fiscal year 2026, FuelCell Energy expects company-funded research and development expenses between $30M and $35M and capital expenditures for property, plant and equipment to range between $10M and $20M.
Bullish Takeaway
FuelCell Energy secured an estimated $2.6B data center agreement with Fit, expanded total Committed Backlog to $1.3B, began expanding Torrington capacity to 500 MW, and increased unrestricted cash to $658.1M.
Bearish Takeaway
FuelCell Energy experienced widening gross losses driven by $17M in Fit contract-related inventory charges, operational shutdown and a $42.6M impairment at Groton, and ongoing fuel exposure risks alongside state employment penalty liabilities.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | -$0.40 | -- | -- | N/A |
Q3 '26 | -$0.41 | -$0.64 | -55.21% | MISSED |
Q2 '26 | -$0.52 | -$1.45 | -179.08% | MISSED |
Q1 '26 | -$0.66 | -$0.49 | 25.76% | BEAT |
Q4 '25 | -$1.04 | -$0.85 | 18.20% | BEAT |