--- title: "Fluence Energy | 8-K: FY2026 Q3 Revenue Misses Estimate at USD 649.85 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/295048359.md" datetime: "2026-08-06T03:14:35.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295048359.md) - [en](https://longbridge.com/en/news/295048359.md) - [zh-HK](https://longbridge.com/zh-HK/news/295048359.md) generator: "portal-rs" --- # Fluence Energy | 8-K: FY2026 Q3 Revenue Misses Estimate at USD 649.85 M Revenue: As of FY2026 Q3, the actual value is USD 649.85 M, missing the estimate of USD 811.12 M. EPS: As of FY2026 Q3, the actual value is USD -0.24. EBIT: As of FY2026 Q3, the actual value is USD -46.42 M. ### Financial and Operational Highlights for Fiscal Quarter Ended June 30, 2026 #### Revenue Fluence Energy, Inc. reported total revenue of approximately $649.8 million for the three months ended June 30, 2026, compared to approximately $602.5 million in the same quarter last year, primarily due to increased volume of energy storage solution fulfillments, although revenue was weaker than expected due to production delays at new contract manufacturing facilities. #### Gross Profit Margin GAAP gross profit margin was approximately 5.1% for the three months ended June 30, 2026, a decrease from approximately 14.8% in the same quarter last year. Adjusted gross profit margin was approximately 5.9%, down from approximately 15.4% in the same quarter last year, reflecting revenue delays, initial costs of new product platforms, and an upfront cost for a planned long-term international battery cell supply agreement. #### Net Loss Net loss for the three months ended June 30, 2026, was approximately -$44.3 million, compared to a net income of approximately $6.9 million for the same period last year. For the nine months ended June 30, 2026, net loss was -$136.1 million, compared to a net loss of -$92.1 million for the same period last year. #### Adjusted EBITDA Adjusted EBITDA for the three months ended June 30, 2026, was approximately -$29.3 million, compared to $27.355 million for the same period last year. For the nine months ended June 30, 2026, Adjusted EBITDA was approximately -$90.8 million, compared to -$52.732 million for the same period last year. #### Order Intake Order intake exceeded $1.44 billion for the fiscal quarter ended June 30, 2026, which is nearly triple the approximately $508.8 million reported for the same quarter last year. Fluence Energy, Inc. secured approximately $850.0 million in data center business through July, including its first large, behind-the-meter order in the third quarter and approximately $550.0 million in awards from a hyperscaler in July 2026. #### Backlog and Liquidity Backlog as of June 30, 2026, reached approximately $6.4 billion, marking the highest level in the Company’s history. Total liquidity was approximately $863.0 million as of June 30, 2026, including total cash of approximately $365.0 million. #### Cash Flow (Nine Months Ended June 30) Net cash used in operating activities was -$366,534 thousand in 2026, compared to -$411,281 thousand in 2025. Free Cash Flow was -$299,026 thousand in 2026, compared to -$421,305 thousand in 2025. #### Key Operating Metrics (June 30, 2026 vs September 30, 2025) - **Energy Storage Products and Solutions:** - Deployed (GW): 7.4 GW (up 9% from 6.8 GW). - Deployed (GWh): 19.3 GWh (up 8% from 17.8 GWh). - Contracted Backlog (GW): 12.6 GW (up 38% from 9.1 GW). - Pipeline (GW): 45.6 GW (up 28% from 35.7 GW). - Pipeline (GWh): 163.7 GWh (up 34% from 122.0 GWh). - **Services (GW):** - Assets under Management: 6.3 GW (up 13% from 5.6 GW). - Contracted Backlog: 7.9 GW (up 13% from 7.0 GW). - Pipeline: 33.3 GW (up 13% from 29.4 GW). - **Digital (GW):** - Assets under Management: 22.8 GW (up 4% from 22.0 GW). - Contracted Backlog: 13.9 GW (up 15% from 12.1 GW). - Pipeline: 51.4 GW (down 19% from 63.7 GW). #### Order Intake by Segment (GW) - **Three Months Ended June 30, 2026 vs 2025:** - Energy Storage Products and Solutions: 2.6 GW in 2026 vs 0.7 GW in 2025 (271% change). - Services: 0.3 GW in 2026 vs 1.4 GW in 2025 (-79% change). - Digital: 0.6 GW in 2026 vs 0.9 GW in 2025 (-33% change). - **Nine Months Ended June 30, 2026 vs 2025:** - Energy Storage Products and Solutions: 4.2 GW in 2026 vs 1.9 GW in 2025 (121% change). - Services: 1.6 GW in 2026 vs 2.0 GW in 2025 (-20% change). - Digital: 6.0 GW in 2026 vs 5.4 GW in 2025 (11% change). ### Revised Fiscal Year 2026 Outlook Fluence Energy, Inc. revised its fiscal year 2026 guidance, now expecting revenue between approximately $2.9 billion and $3.1 billion, and Adjusted EBITDA between approximately -$30.0 million and $10.0 million. This revision is due to $400.0 million in project delivery delays into fiscal 2027, caused by production issues at new manufacturing facilities. The annual recurring revenue target remains unchanged at approximately $180.0 million by the end of fiscal year 2026. ### Related Stocks - [FLNC.US](https://longbridge.com/en/quote/FLNC.US.md) ## Related News & Research - [Fluence Energy (NASDAQ:FLNC) Earns "Hold" Rating from Glj Research](https://longbridge.com/en/news/296488119.md) - [Handelsbanken Fonder AB Has $3.21 Million Stake in Fluence Energy, Inc. $FLNC](https://longbridge.com/en/news/296016438.md) - [Citi Keeps Their Buy Rating on Fluence Energy (FLNC)](https://longbridge.com/en/news/295923511.md) - [This Allstate Analyst Turns Bearish; Here Are Top 5 Downgrades For Thursday](https://longbridge.com/en/news/296516559.md) - [Fluence starts construction of 400 MWh Heinersbrück battery storage project with LEAG Clean Power](https://longbridge.com/en/news/295794634.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**