Eos Energy Enterprises, Inc. (EOSE) Form 8-K — Oct 19, 2026
Eos Energy Enterprises announced preliminary Q3 2026 results ahead of its November 5 earnings date, with revenue of $82-83 million representing roughly 170% year-over-year growth and 19-21% sequential growth on a 23% jump in shipments driven by its new Thorn Hill Line 2. Gross margin improved for the eighth consecutive quarter, narrowing to a loss of 53-55% — a 16-18 point improvement over Q2 — while backlog held at approximately $765 million (3.2 GWh) with new orders across defense, C&I, and data center markets including a $100 million order and projects tied to the Golden Dome initiative and a Google project with MN8.
Key figures
- Revenue
- $82-83 million (preliminary Q3 2026)
- Guidance
- Full-year 2026 revenue expected in the lower half of the $300-350 million range
- Revenue Yoy
- approximately 169% to 172%
- Cash Position
- $344 million (including restricted cash, as of September 30, 2026)
- Capex
- $35 million
- Backlog
- $765 million (approximately 3.2 GWh)
- Gross Margin
- (55)% to (53)%
- Doe Loan Advance
- $87 million
- Shipment Growth Qo Q
- approximately 23%
- Thorn Hill Capacity
- approximately 4 GWh annual nameplate
- Operating Cash Inflows
- $114 million
- Gross Margin Improvement
- 16-18 percentage points vs Q2 2026
- Sequential Revenue Growth
- approximately 19% to 21%
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