Companies /Industrials

Eos Energy Enterprises Inc - Class A

NASDAQ: EOSE Electrical Equipment & Parts
$3.88
▲ $0.38 (+10.86%) today
Markets closed · 7:07pm ET

Q1 2025 Earnings

Reported May 6, 2025, 4:13pm ET · SEC source
$-0.20
Miss −25.00%
EPS · est. $-0.16
$10.5M
Miss −11.14%
Revenue · est. $11.8M
−44.2%
Trailing market
EOSE vs S&P since report
1 quarter
Consecutive EPS beats

Market Reaction

% change · around the report
0+20%May 6May 7report 4:13pm ETearnings+0.4%+12.3%
0+20%May 6May 7earnings+0.4%+12.3%
EOSE +12.3%S&P 500 +0.4%
0+20%May 6May 7report 4:13pm ETearnings+0.4%+12.3%
0+20%May 6May 7earnings+0.4%+12.3%
EOSE +12.3%NASDAQ +0.4%
0+20%May 5May 14report 4:13pm ETearnings+5.2%+19.7%
0+20%May 5May 14earnings+5.2%+19.7%
EOSE +19.7%S&P 500 +5.2%
0+20%May 5May 14report 4:13pm ETearnings+7.7%+19.7%
0+20%May 5May 14earnings+7.7%+19.7%
EOSE +19.7%NASDAQ +7.7%
+32.34%
Day of report
−10.04%
Next session
+4.05%
One week
−37.33%
30 days

S&P 500 over the same 30 days: +6.87%.

Did EOSE Beat Earnings? Q1 2025 Results

Eos Energy Enterprises delivered a mixed quarter in Q1 2025, posting record revenue while falling short of Wall Street expectations on both the top and bottom lines. The company generated $10.46 million in revenue, up 58.4% year-over-year but trailing the $11.77 million consensus estimate by 11.14%, as a loss per share of $0.20 missed the $0.16 consensus by 25.00%. The headline revenue milestone, the highest in company history, was driven by increased customer deliveries of its Znyth zinc-based long-duration energy storage systems, with year-to-date shipments already exceeding all of 2024's customer shipments combined. Despite the revenue growth, Eos remains deeply unprofitable, posting an adjusted EBITDA loss of $43.24 million, wider than the $36.86 million loss a year ago. Looking ahead, the company reaffirmed full-year 2025 revenue guidance of $150 million to $190 million, anchored by the staged rollout of sub-assembly automation on its first manufacturing line, which is expected to be fully implemented in early Q3 2025.

Key Takeaways
  • Increased customer deliveries driving 58% YoY and 44% QoQ revenue growth
  • Lower Z3 product costs contributing to gross margin improvement
  • Production records set across all key manufacturing processes
  • Year-to-date shipments surpassing total 2024 shipments

“The Eos team delivered solid operating results. We are starting to see the product cost-out benefits combined with higher manufacturing output.”

Eos Energy Enterprises CEO, on the earnings call

Forward Guidance & Outlook

Eos reaffirmed its full-year 2025 revenue guidance range of $150 million to $190 million. This projected growth is expected to be driven by increased production volume on the company's first state-of-the-art manufacturing line as staged sub-assembly automation comes online. Full implementation of subassembly automation is expected to be complete early in Q3 2025, which is a crucial step toward increasing throughput and reducing labor and overhead costs. The company is also finalizing expansion plans for subsequent manufacturing lines and sites.

EOSE YoY Financials

Q1 2025 vs Q1 2024 · SEC filings Q1 2024 Q1 2025
$-60,000,000$-30,000,000$0$6.6M$10.5MRevenue$-28,355,674$-24,539,000Gross Profit$-74,217,611$-52,932,000Operating Income$6.5M$15.1MNet Income
$-60,000,000$-30,000,000$0RevenueGross ProfitOperating IncomeNet Income

Figures from SEC filings and company reports. Not investment advice.