NASDAQ$FCEL

FuelCell Energy Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

FuelCell Energy's Q4 2024 earnings more than doubled, driven by module sales to Gyeonggi Green Energy Co., Ltd. in South Korea, and the company expects stronger financial footing in 2025 due to restructuring.

FuelCell Energy reported a significant increase in revenue for the fourth quarter of fiscal year 2024, primarily driven by module sales to Gyeonggi Green Energy Co., Ltd. in South Korea. The company's revenue more than doubled compared to the same period last year. However, the company still reported a gross loss and a net loss per share. Looking ahead, FuelCell Energy anticipates improved financial performance in 2025 due to a global restructuring plan.

  • Revenue increased to $49.3 million, compared to $22.5 million year-over-year.
  • Gross loss was $(10.9) million, compared to $(1.5) million year-over-year.
  • Loss from operations was $(41.0) million, compared to $(36.4) million year-over-year.
  • Net loss per share was $(2.21), compared to $(2.07) year-over-year.

Headline financials

Total Revenue

$49.3M

Previous: $22.5M+119.6%
EPS (adj)

-$2.21

Previous: -$2.10-5.2%
Total backlog

$1.16B

Previous: $1.03B+13.1%
Net Income

-$39.6M

Previous: -$29.5M-34.4%
Operating Income

-$41M

Previous: -$36.4M-12.8%
Gross Profit

-$10.9M

Previous: -$1.46M-645.7%
R&D Expense

$11.6M

Previous: $18M-35.6%
Stock-Based Comp

$2.54M

Previous: $2.96M-14.2%

Revenue & EPS history

FuelCell Energy · Revenue · Quarterly

$49.3M

Q4 2024+119.6%vs Q4 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 expects its business to be on stronger financial footing in 2025 as a result of its global restructuring, focusing on core technologies in distributed power generation, grid resiliency, and data center growth, with an emphasis on topline revenue growth and future profitability.

Tailwinds

  • Focus core technologies on distributed power generation
  • Focus core technologies on grid resiliency
  • Focus core technologies on data center growth
  • Emphasize topline revenue growth
  • Emphasize future profitability

Headwinds

  • Slower-than-expected investments in clean energy
  • Delays in centralized power projects due to lengthy permitting processes
  • Reduction in workforce of approximately 13% or 75 employees
  • Reduced spending for product development
  • Timing of the development and commercialization of SOEC, SOFC and carbon capture products has been delayed

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 2024

Historical avgQ4 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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