Fluence Energy

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Fluence Energy(FLNC.US) Fluence Energy Cuts FY2026 Revenue and EBITDA Guidance on Houston Manufacturing Delays

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗙𝗹𝘂𝗲𝗻𝗰𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 cuts fiscal 𝟮𝟬𝟮𝟲 financial guidance.

➤ FY2026 revenue forecast falls to approximately $𝟮.𝟰 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Previous revenue guidance midpoint was approximately $𝟯.𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.

➤ Adjusted EBITDA outlook drops to approximately $𝟮𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 loss.

➤ Previous adjusted EBITDA forecast called for approximately $𝟭𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 loss.

➤ Houston contract manufacturing delays are the primary guidance-cut driver.

➤ Corrective actions have already increased 𝗱𝗮𝗶𝗹𝘆 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 levels.

➤ Fluence is restructuring its 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻.

➤ Company targets 𝗻𝗲𝘂𝘁𝗿𝗮𝗹-𝘁𝗼-𝗽𝗼𝘀𝗶𝘁𝗶𝘃𝗲 operating cash flow in FY2027.

➤ Fluence says domestic and international 𝗱𝗲𝗺𝗮𝗻𝗱 remains strong.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Revenue guidance was reduced by roughly $𝟲𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 versus the prior midpoint.

➤ EBITDA deterioration signals substantial near-term pressure from manufacturing disruptions.

➤ Houston execution is critical for converting backlog into 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 and cash.

➤ FY2027 cash-flow target highlights management's focus on avoiding 𝗲𝘅𝘁𝗲𝗿𝗻𝗮𝗹 𝗰𝗮𝗽𝗶𝘁𝗮𝗹.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗝𝘂𝗹𝗶𝗮𝗻 𝗡𝗲𝗯𝗿𝗲𝗱𝗮, President and Chief Executive Officer:

"We continue to experience delays in the ramp up of our contract manufacturing facility in Houston which is the primary reason we are now lowering our fiscal year 2026 financial guidance."

𝗔𝗵𝗺𝗲𝗱 𝗣𝗮𝘀𝗵𝗮, Chief Financial Officer:

The provided source summarizes Pasha's comments but does not provide a direct quotation, so his statement cannot be reproduced verbatim.

$Vertiv(VRT.US)（Vertiv Holdings Co.）简直疯了。这家公司的年收入比$Powell Industries(POWL.US)（Powell Industries, Inc.）、$Fluence Energy(FLNC.US)（Fluence Energy, Inc.）和$摩丁制造(MOD.US)（Modine Manufacturing Company）加起来还要多。

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1/ 积压了巨额订单，价值数十亿美元。

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