Fluence Energy earnings missed by $0.26, revenue fell short of estimates

The Trump administration announced a 15% tariff and minimum import prices for polysilicon derivatives, including silicon wafers, photovoltaic cells, and solar modules, to support the US solar supply chain. Analysts cited by BMO, Citi, Truist, BNP Paribas, and Barclays expect First Solar (FSLR) to benefit, with module prices potentially rising to the low to mid 40 cents per watt. Premarket: FSLR +4%, TAN +3%.

Fluence Energy (FLNC) reported a Q3 adjusted loss of 24 cents per share versus a 2-cent expected loss. Revenue from continuing operations was $600.2 million, below the $848.2 million consensus, citing production delays at new contract manufacturing facilities. Despite strong orders and record backlog, it cut FY2026 revenue guidance to $2.9 billion-$3.1 billion and adjusted EBITDA to a loss of $30 million to profit of $10 million. Shares fell about 16% premarket.

Fluence Energy, Inc. (FLNC) reported Q3 adjusted loss of $0.24 per share versus the Zacks Consensus loss of $0.05. Revenue was $600.18 million, down from $602.53 million a year earlier, and missed estimates by 21.22%. The article cites a Zacks Rank #2 (Buy) and next-quarter consensus EPS of $0.32 on $1.68 billion revenue.

Fluence Energy (NASDAQ:FLNC) shares fell about 23.5% after hours to $10.89 after the company cut its fiscal 2026 revenue midpoint by $400 million and adjusted EBITDA midpoint by $60 million. Fluence cited $400 million in delayed battery deliveries to fiscal 2027 due to factory setbacks. Backlog rose to $6.4 billion, but reaching the revenue midpoint would require about $1.41 billion in Q4.

Fluence Energy (NASDAQ:FLNC) reported Q2 CY2026 revenue of $649.8 million, up 7.9% year on year, but below Wall Street expectations. Full-year revenue guidance of $3.0 billion at the midpoint was 10.3% under analysts’ estimates. GAAP EPS was -$0.24, better than consensus. The stock fell 27.1% to $10.62 after results.

Fluence Energy (FLNC) reported Q3 FY2026 revenue of $649.8M, GAAP gross margin of about 5.1%, and a net loss of about $44.3M. Backlog rose to a record ~$6.4B as of June 30, 2026. The company revised FY2026 revenue guidance to $2.9–$3.1B and adjusted EBITDA to $(30)M to $10M due to production and construction delays.