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FuelCell Energy, Inc. (FCEL) Q3 2026 Earnings Call TranscriptFuelCell Energy, Inc. (FCEL) Q3 2026 Earnings Call Transcript
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FuelCell Energy faces a precarious outlook characterized by structural gross margin deficits and a persistent inability to achieve operational profitability, as evidenced by a $77.6 million net loss in 2026Q2. While the company maintains a $373.2 million cash ...
Price trend, volume and key moving averages
Trailing total returns as of 9/9/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 2, 2026 | -$0.64-55.1% vs -$0.41 | $33M-14.9% vs $39M |
Q3 2026 Jun 8, 2026 | -$0.53-2.0% vs -$0.52 | $36M-12.0% vs $40M |
Q2 2026 Mar 9, 2026 | -$0.52+23.5% vs -$0.68 | $31M-27.6% vs $42M |
Q4 2025 Dec 18, 2025 | -$0.83+14.4% vs -$0.97 | $55M+16.7% vs $47M |
FuelCell Energy, Inc. (FCEL) Q3 2026 Earnings Call Transcript
FuelCell Energy NASDAQ: FCEL reported third-quarter fiscal 2026 revenue of $33 million, down 29% from $46.7 million in the prior-year period, as fewer module deliveries to South Korea and lower generation output weighed on results. The company also highlighted new data-center-related commercial activity, including a 30-megawatt initial order under an agreement with Fit Energy and a subsequent 75-megawatt capacity reservation with a major colocation data center operator for a Texas project.
PHILADELPHIA, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Kehoe Law Firm, P.C.
FuelCell Energy (NASDAQ:FCEL) reported a steeper third-quarter loss on Wednesday, as inventory and purchase-commitment charges tied to a new data center power agreement pushed costs above what the deal currently pays. Revenue fell 29% year-over-year to $33 million, missing analyst estimates of $41.3 million, while adjusted loss per share came in at $0.64, wider than the $0.41 loss expected.
Benchmark FCEL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for FuelCell Energy, Inc. (FCEL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $17.76 | $940.89M | -2.39 | 41.05% | -118.8% | -25.76% | 0.7% | |
| $2.26 | $3.15B | -1.60 | 12.9% | -220.59% | -169.95% | — | |
| $277.22 | $81.65B | -749.24 | 37.33% | 7.87% | 24.14% | — | |
| $2.37 | $714.5M | -7.90 | 45.04% | -72.66% | -13.16% | — | |
| $1.64 | $361.17M | -1.62 | 2.56% | -21.27% | -16.52% | — | |
| $96.57 | $4.23B | 14.86 | -3.02% | 11.9% | 16.31% | — |
FuelCell Energy, Inc. (FCEL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
FuelCell Energy, Inc. (FCEL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 2, 2026·SEC
Jun 8, 2026·SEC
May 21, 2026·SEC
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FuelCell Energy, Inc. (FCEL) stock FAQ — growth, dividends, profitability & financials explained
FuelCell Energy, Inc. (FCEL) reported $154.1M in revenue for fiscal year 2025. This represents a 424% increase from $29.4M in 1996.
FuelCell Energy, Inc. (FCEL) grew revenue by 41.0% over the past year. This is strong growth.
FuelCell Energy, Inc. (FCEL) reported a net loss of $175.6M for fiscal year 2025.
Yes, FuelCell Energy, Inc. (FCEL) pays a dividend with a yield of 0.70%. This makes it attractive for income-focused investors.
FuelCell Energy, Inc. (FCEL) has a return on equity (ROE) of -25.8%. Negative ROE indicates the company is unprofitable.
FuelCell Energy, Inc. (FCEL) had negative free cash flow of $107.0M in fiscal year 2025, likely due to heavy capital investments.
