Headquartered in Slingerlands, NY Fiscal year ends December NASDAQ: PLUG plugpower.com
Plug Power Inc. (NASDAQ: PLUG) sells hydrogen solutions through an integrated ecosystem spanning hydrogen production, storage, delivery and power generation.
Its products include:
- GenEco PEM electrolyzers;
- liquid hydrogen supply;
- GenDrive fuel cell systems for material handling (forklifts);
- storage tanks and fueling infrastructure.
It serves material handling, industrial, sustainable fuels (e-SAF), ammonia and energy production customers worldwide.
Revenue comes from four main lines:
- sales of equipment, related infrastructure and other;
- services on fuel cell systems;
- power purchase agreements;
- fuel delivered to customers.
The company has deployed electrolyzers on five continents, more than 76,000 fuel cell systems and 280+ fueling stations. It describes itself as the world's largest user of liquid hydrogen and operates a generation network with 40 tons per day of hydrogen production capacity. Customers include BMW, BP, Walmart, Amazon and Home Depot.
Current electrolyzer projects include Galp (Portugal), Iberdrola-bp (Spain), Arcadia eFuels (Denmark) and Orica (Australia). The company is executing its Project Quantum Leap cost-reduction program while targeting positive EBITDAS. Updated
Breakeven GAAP EPS came from roughly $192 million in non-cash mark-to-market gains on convertible debt and warrants, while operations improved: net cash usage fell 54% sequentially to roughly $28 million. Management still targets positive EBITDAS in the fourth quarter with unrestricted cash down to about $134 million.
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Plug Power Inc. (NASDAQ: PLUG) sells hydrogen solutions through an integrated ecosystem spanning hydrogen production, storage, delivery and power generation.
The Wall Street consensus 12-month price target for PLUG is $3.18.
