Fluence Energy cuts fiscal 2026 revenue and EBITDA guidance as Houston manufacturing delays hinder deliveries despite strong demand.
Fluence Energy Inc (NASDAQ:FLNC) shares fell 14% on Thursday after the company cut its financial year 2026 revenue outlook and sharply increased its projected adjusted EBITDA loss. Revenue guidance fell to approximately $2.4 billion from a previous midpoint of $3 billion, while the adjusted EBITDA loss outlook widened to roughly $200 million from a $10 million midpoint.
Fluence Energy (FLNC) stock crashed on Thursday morning after management lowered its outlook for the financial year. It now sees revenue coming in at about $2.4 billion, down meaningfully from its previous guidance for $3 billion.
Shares of Fluence Energy Inc. (NASDAQ:FLNC) are under heavy pressure today, down 16.8% at $7.53, earlier tapping a fresh annual low of $7.01.
Fluence Energy lowered FY2026 guidance for the second time within just six weeks due to persistent supply chain and execution issues. Going forward, the company intends to "right-size growth" in order to reduce working capital requirements and avoid raising additional capital. As a result, the company's FY2027 revenues are not likely to be anywhere close to the current analyst consensus of $4.0 billion.
FLNC trades at a steep discount, but weaker fiscal 2026 guidance, project delays and execution risks make the valuation look like a potential trap.
FLNC cuts fiscal 2026 revenue and EBITDA outlooks as $400 million in project deliveries slip into fiscal 2027.
GEV's stronger guidance, backlog growth and AI-driven power demand give it the edge despite FLNC's cheaper valuation and data-center tailwinds.
Fluence Energy, Inc. receives a Buy rating despite weak Q3 financials, as record order intake and a $6.4 billion backlog signal robust demand. Fluence Energy's data center segment is emerging as a major growth engine, with rapid sales cycles and a pipeline now at 16 GWh. Profitability remains a key concern; gross margin fell to 5.1% in Q3, but management targets a return to 10–15% as production issues are resolved.
Fluence Energy cuts fiscal 2026 outlook as factory delays push revenues into 2027, even as orders, backlog and data center demand hit records.
Fluence Energy, Inc. (FLNC) Q3 2026 Earnings Call Transcript
Fluence Energy NASDAQ: FLNC reported record third-quarter order intake and backlog growth, including its first signed data-center developer order, while lowering its fiscal 2026 revenue and adjusted EBITDA outlook because of delays ramping new manufacturing capacity.