Q1 26 EPS
$0.12
BEAT +150.89%
Est. $-0.24
Q1 26 Revenue
$57.0M
BEAT +1.00%
Est. $56.4M
Did EOSE Beat Earnings? Q1 2026 Results
Eos Energy Enterprises posted a striking quarter in Q1 2026, reporting revenue of $56.96 million alongside earnings per share of $0.12, as the company's manufacturing scale-up translated into numbers that validated its long-argued production thesis. … Read more Eos Energy Enterprises posted a striking quarter in Q1 2026, reporting revenue of $56.96 million alongside earnings per share of $0.12, as the company's manufacturing scale-up translated into numbers that validated its long-argued production thesis. The 445% year-over-year revenue surge was driven primarily by full battery module automation and a 5.7x increase in cube deliveries at the Thorn Hill facility, with the last two quarters combined now exceeding all of full-year 2025 revenue. The headline profitability figure, GAAP net income of $508.88 million, was almost entirely attributable to non-cash fair value adjustments on warrants and derivatives rather than operational performance; operating loss remained a substantial $79.31 million. The quarter's most consequential development was the formation of Frontier Power USA, a joint venture with Cerberus Capital Management anchored by $100 million in Cerberus equity and a 2 GWh firm capacity reservation, helping expand the commercial pipeline to $24.30 billion. Eos reaffirmed full-year 2026 revenue guidance of $300 million to $400 million.
Key Takeaways
- • 445% year-over-year revenue increase driven by full battery module automation and 5.7x higher cube deliveries
- • Record quarterly production performance for shipments, battery output, and bipolar manufacturing
- • 157 percentage-point year-over-year improvement in gross margin and 16-point sequential improvement
- • 294 percentage-point year-over-year improvement in adjusted EBITDA margin
EOSE YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
“The market is telling us what it needs: long-duration storage that is safe, American-made, and financeable at scale. We have the technology, the manufacturing, the controls, and now, with Frontier Power USA, the planned capital to accelerate project deployment.”
— Joe Mastrangelo, Q1 2026 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
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 | $-0.28 | — | — | $68.8M | +0.14% |
| 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% |