Q2 FY2026 EarningsQ2 FY2026 results significantly exceeded consensus, with revenue of $17.4M beating the $14.3M estimate by 21.9% and GAAP gross margin of 31.0% far outstripping the expected 21.8%. The company reported a GAAP EPS of -$0.17, outperforming the -$0.185 consensus. Momentum was driven by the AI Compute Infrastructure segment, leading to a record $2.0B backlog. Management raised FY2026 revenue guidance to $270-310M and lifted the gross margin outlook, reflecting high visibility into near-term hyper-scaler contracts.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Energy Vault(NRGV) the Revenue is 17.37 M (+104.1%), Beat estimate;the EBIT is -24.66 M (+12.4%), Miss estimate;the EPS is -0.18 (+18.18%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.02B104.05%
0.01B67.41%
+0.00B36.64%
EBITMiss expectations
-0.02B12.40%
-0.02B15.15%
-0.00B2.75%
EPSExceed expectations
-0.1818.18%
-0.18515.91%
+0.00502.27%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf