Q2 25 EPS
$-0.24
MISS 12.83%
Est. $-0.21
Q2 25 Revenue
$431.6M
BEAT +32.69%
Est. $325.3M
vs S&P Since Q2 25
+389.2%
BEATING MARKET
FLNC +420.4% vs S&P +31.1%
Market Reaction
Did FLNC Beat Earnings? Q2 2025 Results
Fluence Energy delivered a sharply mixed fiscal second quarter, with revenue of $431.62 million clearing the $325.28 million consensus estimate by 32.69% but falling 30.7% year-over-year, while a loss per share of $0.24 missed the $0.21 consensus by … Read more Fluence Energy delivered a sharply mixed fiscal second quarter, with revenue of $431.62 million clearing the $325.28 million consensus estimate by 32.69% but falling 30.7% year-over-year, while a loss per share of $0.24 missed the $0.21 consensus by 12.83%, underscoring the strain of a pronounced backend-weighted revenue profile for fiscal 2025. The quarter's defining story, however, was a dramatic guidance cut driven by tariff policy uncertainty, which prompted Fluence and its customers to mutually pause U.S. Projects and defer new contracts; full-year revenue guidance was slashed to $2.60 billion to $2.80 billion from $3.10 billion to $3.70 billion, while adjusted EBITDA guidance collapsed to a range of $0 to $20 million from the prior $70 million to $100 million. Order intake of just $200 million and a 78% year-over-year plunge in contracted GW volumes amplified the concern, and the company is now contending with multiple securities class action lawsuits alleging financial misrepresentation, adding further legal overhang to an already turbulent operating environment.
Key Takeaways
- • Backend-weighted revenue distribution for fiscal 2025 drove 31% YoY quarterly revenue decline
- • Tariff uncertainty led to mutual decisions with customers to pause U.S. projects
- • Order intake of $200 million significantly below expectations
- • Double-digit adjusted gross profit margin maintained at 10.4%
- • Approximately $1 billion in liquidity maintained
FLNC YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
“The evolving trade and tariff landscape has created significant uncertainty in the U.S. market, which has led us to agree with our customers during the second quarter to pause certain contracts both under execution and those we expected to sign until we have better visibility. As a result, our order intake for the quarter was below initial expectations, reflecting this dynamic. Over time, we expect our domestically sourced solutions to benefit from higher tariff levels.”
— Julian Nebreda, Q2 2025 Earnings Press Release
FLNC Earnings Trends
FLNC vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
FLNC EPS Trend
Earnings per share: estimate vs actual
FLNC Revenue Trend
Quarterly revenue: estimate vs actual
FLNC Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $-0.18 | $-0.16 | +11.41% | $464.9M | -25.30% |
| Q1 26 MISS | $-0.17 | $-0.34 | -96.65% | $475.2M | +2.13% |
| Q4 25 MISS FY | $0.23 | $0.13 | -43.28% | $1.04B | -24.93% |
| FY Full Year | $-0.19 | $-0.37 | -93.11% | $2.26B | -13.14% |
| Q3 25 MISS | $0.01 | $0.01 | -28.57% | $602.5M | -20.77% |
| Q2 25 MISS | $-0.21 | $-0.24 | -12.83% | $431.6M | +32.69% |