NASDAQ$FCEL

FuelCell Energy Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

FuelCell Energy's financial performance declined with a decrease in revenue and an increased net loss, but backlog grew due to a new service agreement.

FuelCell Energy reported a decrease in revenue and an increase in net loss for the third quarter of fiscal year 2024. Revenue decreased by 7% year-over-year, and the net loss increased due to the absence of a one-time debt extinguishment benefit that was present in the previous year. However, backlog increased due to a new long-term service agreement.

  • Revenue decreased to $23.7 million compared to $25.5 million year-over-year.
  • Gross loss improved to $(6.2) million compared to $(8.2) million year-over-year.
  • Operating loss improved to $(33.6) million compared to $(41.4) million year-over-year.
  • Net loss per share was $(0.07) compared to $(0.06) year-over-year, which included a $0.04 one-time debt extinguishment benefit in Q3 2023.

Headline financials

Total Revenue

$23.7M

Previous: $25.5M-7.1%
EPS

-$0.07

Previous: -$1.80+96.1%
Total backlog

$1.12B

No prior period
Gross margin

-39.6%

No prior period
Capital Expenditures

-$17M

No prior period
Net Income

-$32.7M

Previous: -$24.3M-34.5%
Operating Income

-$33.6M

Previous: -$41.4M+18.8%
Gross Profit

-$6.2M

Previous: -$8.22M+24.5%
Cash & Equivalents

$159M

Previous: $304M-47.5%
Total Assets

$949M

Previous: $945M+0.4%
R&D Expense

$12.8M

No prior period
Stock-Based Comp

$3.35M

Previous: $3.17M+5.8%

Revenue & EPS history

FuelCell Energy · Revenue · Quarterly

$23.7M

Q3 2024-7.1%vs Q3 2023
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

FuelCell Energy · $35.6M total across 4 segments · Q2 2026

  • Product
    $18M
  • Generation
    $8.68M
  • Advanced Technologies
    $4.72M
  • Service
    $4.18M

Forward guidance

FuelCell Energy is focused on steady, predictable results and future growth by capitalizing on market opportunities, ranging from biogas applications and hydrogen blending to the growing power needs of edge data centers.

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 Q3 2024

Historical avgQ3 2024

-2.8%

Avg return

Earnings day

-3.4%

Avg return

5 days after

-5.7%

Avg return

30 days after

30%

20 / 67 earnings

Positive

+29.6%

Q1 2020

Best reaction

-38.9%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-10.4%-2.1%
Q1 2026-2.9%-12.8%-15.7%
Q4 2025+22.5%+11.3%+1.8%
Q3 2025+23.3%+62.8%+134.1%
Q2 2025+0.0%+0.8%-12.9%
Q1 2025+3.6%-2.4%-38.4%
Q4 2024+6.1%+5.7%-2.3%
Q3 2024+6.4%+4.9%-14.6%
Q2 2024+6.1%-5.7%-31.0%
Q1 2024-7.4%-13.1%-7.4%
Q4 2023-5.2%+7.8%-25.5%
Q3 2023-6.3%-13.9%-4.9%
Q2 2023-2.1%+17.2%-12.6%
Q1 2023-6.1%-5.2%-27.6%
Q4 2022-17.2%-18.1%-4.0%
Q3 2022+6.3%+3.3%-22.1%
Q2 2022-7.6%-18.4%+6.1%
Q1 2022+6.2%-7.1%-14.7%
Q4 2021-9.2%-1.5%-37.3%
Q3 2021+9.3%+16.5%+28.5%
Q2 2021-6.1%-18.3%-28.6%
Q1 2021-7.8%-12.1%-43.3%
Q4 2020+8.2%+29.1%+20.6%
Q3 2020-17.5%-8.0%-0.4%
Q2 2020-0.4%-7.5%+20.4%
Q1 2020+29.6%+6.1%+33.9%
Q4 2019-38.9%-46.5%-12.5%
Q3 2019+6.0%+0.0%-22.5%
Q2 2019-13.5%-44.4%-16.7%
Q1 2019-12.7%-16.7%-35.4%
Q4 2018-6.8%+0.0%-19.6%
Q3 2018-6.7%-11.7%-13.3%
Q2 2018-8.9%-4.7%-27.1%
Q1 2018+6.4%+5.3%+5.3%
Q4 2017+7.0%+5.4%-10.8%
Q3 2017-0.7%+0.0%+50.7%
Q2 2017+1.9%+5.6%+15.7%
Q1 2017-6.7%-10.0%+6.7%
Q4 2016-2.6%-7.7%-23.1%
Q3 2016-0.2%-3.4%-1.7%
Q2 2016-19.7%-29.0%-24.8%
Q1 2016-3.1%
Q4 2015-14.5%
Q3 2015+6.3%
Q2 2015-5.7%
Q1 2015+0.8%
Q4 2014-1.9%
Q3 2014-6.9%
Q2 2014-9.1%
Q1 2014-7.1%
Q4 2013-20.8%
Q3 2013+10.6%
Q2 2013-0.7%
Q1 2013-5.8%
Q4 2012-4.8%
Q3 2012-11.3%
Q2 2012-15.9%
Q1 2012+4.1%
Q4 2011-1.8%
Q3 2011-4.9%
Q4 2010-4.9%
Q4 2009-4.9%
Q2 2011-5.4%
Q1 2011+6.7%
Q3 2010+0.0%
Q2 2010-9.2%
Q1 2010-5.2%

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