Q1 2026 Eos Energy Enterprises Inc Earnings Call Transcript

May 13, 2026 / 12:30 PM GMT

Release Date Price: €7.84 (+11.68%)

Transcript 10-Q8-K

Key Points

Positve

Eos Energy Enterprises Inc (EOSE) reported a significant increase in revenue, delivering $57 million in Q1 2026, more than five times the same quarter last year.
The company has a strong cash position, ending the quarter with $472 million in cash.
Eos Energy Enterprises Inc (EOSE) has a substantial backlog of $645 million, which is expected to increase with new agreements.
The company is expanding its manufacturing footprint with the new Thornhill facility, which is expected to start initial production by the end of Q2 2026.
Eos Energy Enterprises Inc (EOSE) is targeting a $150 million contribution through a pro-rata rights offering, allowing existing shareholders to participate in future growth.

Negative

The company reported a gross loss of $44.4 million for the quarter, although this was an improvement from the previous year.
Material costs increased by 4% year-over-year due to transitioning to a new battery management system.
Operating expenses increased by 23% year-over-year, reflecting investments in supply chain and new product introduction.
The company is still targeting positive adjusted gross margin later in 2026, indicating ongoing financial challenges.
There is uncertainty regarding the exact impact of the Frontier Power USA agreement on the backlog, as it is not a one-for-one addition.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EOSE.OQ - Eos Energy Enterprises Inc
Q1 2026 Eos Energy Enterprises Inc Earnings Call
May 13, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to EOS Energy Enterprises first quarter 2026 conference call.

As a reminder, today's call is being recorded and your participation implies consent to such recording.

At this time, all participants are in listen-only mode.

A brief question-and-answer session will follow the formal presentation.

With that. I would like to turn the call over to Liz Higley, Head of Investor Relations.

Thank you. You may begin.

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Unidentified_2 [2]
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Good morning, everyone, and welcome to EOS

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