Eos Energy Enterprises, Inc. (EOSE) Form 8-K — Nov 5, 2026
Eos Energy Enterprises reported record Q3 2026 revenue of $82.7 million, up 171% year over year, with gross margin improving 58 percentage points to negative 53% and reaffirmed full-year guidance in the lower half of its $300-350 million range. The company also announced a restructuring plan consolidating its Turtle Creek and Thorn Hill, Pennsylvania manufacturing facilities, with expected cash charges of $16-18 million largely complete by end of June 2027. The transition will temporarily reduce Q4 production capacity but is intended to cut cost per cube and create a single-site footprint of roughly 4 GWh annual capacity.
Key figures
- Revenue
- 82731000
- Guidance
- Full-year 2026 revenue in the lower half of $300 million to $350 million range
- Net Income
- 125043000
- Revenue Yoy
- 171%
- Total Assets
- 1068485000
- Cash Position
- 344085000
- Backlog
- $765M (3.2 GWh)
- Pipeline
- $24.9B
- Doe advance
- $87M
- Gross margin
- -53%
- Thorn hill capacity
- ~4 GWh annual nameplate
- Adjusted ebitda loss
- $63.8M
- Restructuring charges
- $16-18M
AI analysis
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