NASDAQ$EOSE

Eos Energy Enterprises Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Eos Energy Enterprises reported its highest quarterly revenue and reaffirmed its 2025 full-year revenue guidance.

Eos Energy Enterprises achieved its highest quarterly revenue of $10.5 million, driven by increased customer deliveries and production ramp-up. The company significantly improved its gross margin and net income, largely due to non-cash fair value changes. It also expanded its commercial pipeline and operational capacity, reaffirming its 2025 revenue guidance.

  • Achieved highest quarterly revenue of $10.5 million, a 58% increase year-over-year.
  • Reported a net income of $15.1 million, primarily due to non-cash fair value adjustments.
  • Expanded commercial opportunity pipeline to $15.6 billion and increased orders backlog to $680.9 million.
  • Successfully achieved 15 out of 16 Cerberus performance milestones, securing a no-penalty extension for the remaining milestone.

Headline financials

Total Revenue

$10.5M

Previous: $6.6M+58.4%
EPS (adj)

$0.12

Previous: -$0.23+152.2%
Gross margin improvement

93.0%

No prior period
Adjusted EBITDA loss

-$43.2M

No prior period
Opportunity pipeline

$15.6B

No prior period
Order backlog

$681M

No prior period
Capital Expenditures

-$4.92M

Previous: -$4.04M-21.7%
Net Income

$15.1M

Previous: -$46.7M+132.4%
Operating Income

-$52.9M

Previous: -$41.1M-28.7%
Gross Profit

-$24.5M

Previous: -$21.6M-13.5%

Revenue & EPS history

Eos Energy · Revenue · Quarterly

$10.5M

Q1 2025+58.4%vs Q1 2024
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Forward guidance

Eos Energy Enterprises reaffirms its full-year 2025 revenue guidance, expecting continued growth driven by increased production and sub-assembly automation.

Tailwinds

  • Reaffirms 2025 full-year revenue guidance range of $150 million - $190 million.
  • Projected growth driven by increased production volume on the first state-of-the-art manufacturing line.
  • Expects full implementation of subassembly automation to be complete early in the third quarter, increasing throughput and reducing labor and overhead costs.
  • Continuing to position the Company for long-term profitable growth.
  • Believes American-made long duration energy storage will play a critical role in achieving energy independence.

Headwinds

  • Actual results may differ materially from projections due to various factors.
  • Risks associated with changes adversely affecting the business.
  • Uncertainties regarding the ability to forecast trends accurately.
  • Potential impacts from supply chain disruptions and geopolitical conflict.
  • Risks related to evolving energy policies and regulatory compliance costs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-3.5%

Avg return

Earnings day

-2.6%

Avg return

5 days after

+1.2%

Avg return

30 days after

48%

12 / 25 earnings

Positive

+31.7%

Q1 2025

Best reaction

-39.3%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.2%-8.2%
Q4 2025-39.3%-45.6%-56.3%
Q3 2025+2.8%+24.6%+0.9%
Q1 2025+31.7%+25.6%-23.8%
Q4 2024+26.1%+0.0%-3.0%
Q3 2024-12.7%-8.6%+5.1%
Q2 2024-19.0%-15.1%+30.2%
Q1 2024+0.3%-0.8%+30.4%
Q4 2023+5.9%+2.0%-5.6%
Q3 2023-32.0%-35.0%-44.2%
Q2 2023+16.3%+25.1%+5.4%
Q1 2023+12.0%+27.1%+47.9%
Q4 2022-22.8%-18.4%+3.1%
Q3 2022-17.0%-21.6%-24.8%
Q2 2022-12.8%+2.3%-36.2%
Q1 2022-27.7%-26.7%+8.9%
Q4 2021-7.1%-16.0%+39.7%
Q3 2021-0.3%-0.1%-28.2%
Q2 2021-7.3%-11.6%-16.7%
Q1 2021-8.9%+3.4%+70.8%
Q2 2020+9.9%+3.6%-6.2%
Q4 2020+9.9%+3.6%-6.2%
Q3 2020-2.1%+30.0%+35.1%
Q1 2020+2.0%
Q4 2019+2.0%
Q3 2019
Q2 2019
Q1 2019

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