NASDAQ$EOSE

Eos Energy Enterprises Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Eos Energy reported Q4 2025 revenue of $58.0M (+7x YoY) with record quarterly shipments.

Fourth-quarter revenue was $58.0 million versus $7.3 million a year ago; full-year revenue was $114.2 million. Net loss attributable to shareholders was $120.5 million in Q4 as gross margins remained negative during scale-up. 2026 revenue guidance is $300M–$400M with going-concern doubt removed after $600M convertible raise.

  • Q4 revenue $58.0M (record quarter).
  • FY revenue $114.2M (+7x YoY).
  • Q4 bookings >$240M; 1.1 GWh orders.
  • Cash ~$624M at year-end.
  • 2026 revenue guide $300M–$400M.

Headline financials

Total Revenue

$58M

Previous: $40.5M+43.2%
EPS (adj)

-$0.72

Previous: -$1.22+41.0%
Net Income

-$120M

Previous: -$268M+55.1%
Operating Income

-$81.3M

Previous: -$175M+53.6%
Gross Profit

-$54.4M

Previous: -$23.5M-131.6%

Revenue & EPS history

Eos Energy · Revenue · Quarterly

$58M

Q4 2025+43.2%vs Q4 2024
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Forward guidance

FY26 revenue $300M–$400M; focus on margin improvement and backlog conversion.

Tailwinds

  • Going-concern doubt removed; strong liquidity.
  • Indensity architecture targets 1 GWh/acre.

Headwinds

  • Negative gross margins during ramp.
  • Execution on manufacturing efficiency.

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 Q4 2025

Historical avgQ4 2025

-3.5%

Avg return

Earnings day

-2.6%

Avg return

5 days after

+0.1%

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%-25.0%
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%
Q4 2019+2.0%
Q1 2020+2.0%
Q3 2019
Q2 2019
Q1 2019

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