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Fluence Energy
Fluence Energy (FLNC) investor relations material
Fluence Energy Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary5 Feb, 2026
Executive summary
Achieved record backlog of $5.5 billion, providing strong visibility for FY2026 revenue targets and driven by robust U.S. contracting and legislative tailwinds.
Q1 order intake exceeded $750 million globally, with $500 million from the U.S., reflecting accelerating domestic demand.
Revenue for the quarter ended December 31, 2025, increased 154% year-over-year to $475.2 million, driven by higher volumes in energy storage solutions projects.
Net loss widened to $62.6 million, primarily due to increased costs and expenses.
Total liquidity at quarter-end was $1.1 billion, including $477 million in cash and $617 million in credit facilities.
Financial highlights
Q1 2026 revenue was $475 million, up from $187 million in Q1 2025.
Adjusted gross profit was $27 million, with an adjusted gross margin of 5.6%, down from 12.5% in Q1 2025.
Adjusted EBITDA was negative $52 million for the quarter, impacted by discrete project costs and margin dynamics.
Free cash flow was negative $232.6 million, compared to negative $213.3 million in the prior year.
Net loss per share was $(0.34), compared to $(0.32) a year ago.
Outlook and guidance
Reaffirmed full-year 2026 guidance: revenue of $3.2–$3.6 billion (midpoint $3.4 billion), annual recurring revenue of ~$180 million, and Adjusted EBITDA of $40–$60 million.
Full-year revenue guidance is fully covered by current backlog.
All equipment for 2026 commitments has been ordered, minimizing supply chain and price risks.
Margin improvement expected through execution, supply chain advantages, and scale.
57% to 62% of backlog expected to be recognized as revenue in the next 12 months.
Update on project cost recovery for Q1 impact
How does pipeline growth translate to future orders?
Strategy to achieve $180M ARR by FY26 end?
Detail path to 11-13% gross margin after Q1 5.6%
Data center project conversion to backlog timing?
Leverage EV battery lines converting to BESS?
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Next Fluence Energy earnings date
Q2 202614 May, 2026
Fluence Energy
Next Fluence Energy earnings date
Q2 202614 May, 2026
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Frequently asked questions
Fluence Energy, Inc. is a U.S.-based global provider of energy storage products and services, as well as digital applications for renewable energy management. The company offers advanced battery-based energy storage solutions to support grid reliability, renewable energy integration, and decarbonization efforts. Fluence also provides energy management software and services, enabling optimized energy storage and renewable energy asset performance. The company is headquartered in Arlington, Virginia, and its shares are listed on the NASDAQ.
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