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Q3 25 EPS
$-2.77
MISS 1,878.57%
Est. $-0.14
Q3 25 Revenue
$30.5M
MISS 22.84%
Est. $39.5M
Did EOSE Beat Earnings? Q3 2025 Results
Eos Energy Enterprises delivered a deeply disappointing third quarter, missing on both the top and bottom lines as Wall Street digested results that were far messier than the headline revenue growth implied. The Pittsburgh-based zinc battery manufact… Read more Eos Energy Enterprises delivered a deeply disappointing third quarter, missing on both the top and bottom lines as Wall Street digested results that were far messier than the headline revenue growth implied. The Pittsburgh-based zinc battery manufacturer posted revenue of $30.51 million for Q3 2025, falling 22.84% short of the $39.55 million consensus, though the figure still represented a staggering 3,472.8% increase year-over-year from just $854,000 in Q3 2024. The earnings picture was far more jarring: Eos reported a loss of $2.77 per share against the $0.14 consensus estimate, a miss of nearly 1,879%, driven overwhelmingly by a $572.30 million non-cash hit from mark-to-market adjustments on warrants and convertible notes tied to a 122% surge in the company's stock price during the quarter. As broader energy sector peers demonstrate the rewards of operational scale, Eos reaffirmed full-year 2025 guidance of $150 million to $160 million, contingent on more than tripling Q4 production output relative to Q3.
Key Takeaways
- • Record quarterly revenue of $30.5 million driven by improved production efficiencies and increased production volumes
- • 92-basis-point gross margin improvement driven by increased production volumes and improved project margins
- • Commercial opportunity pipeline grew 21% quarter-over-quarter to $22.6 billion representing 91 GWh
- • Data center expansion projects now account for approximately 22% of total pipeline
EOSE YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
“We are in the midst of an energy super-cycle as the need for reliable, abundant energy both in the United States and globally continues to accelerate. Achieving forecasted AI infrastructure growth requires baseload energy storage to support grid resilience, energy efficiency, and asset utilization. Whether coupled with fossil fuel generation, renewables, or nuclear, Eos is a flexible, commercially ready, American made solution that supports the nation's growing energy requirements.”
— Joe Mastrangelo, Q3 2025 Earnings Press Release
EOSE Earnings Trends
EOSE vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
EOSE EPS Trend
Earnings per share: estimate vs actual
EOSE Revenue Trend
Quarterly revenue: estimate vs actual
EOSE Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $-0.24 | $0.12 | +150.89% | $57.0M | +1.00% |
| Q4 25 MISS FY | $-0.24 | $-0.72 | -196.66% | $58.0M | -38.10% |
| FY Full Year | $-3.60 | $-3.96 | -10.01% | $114.2M | -23.68% |
| Q3 25 MISS | $-0.14 | $-2.77 | -1,878.57% | $30.5M | -22.84% |
| Q2 25 MISS | $-0.13 | $-0.37 | -196.00% | $15.2M | -38.95% |
| Q1 25 MISS | $-0.16 | $-0.20 | -25.00% | $10.5M | -11.14% |