Q3 25 EPS
$0.01
MISS 28.57%
Est. $0.01
Q3 25 Revenue
$602.5M
MISS 20.77%
Est. $760.5M
vs S&P Since Q3 25
+129.6%
BEATING MARKET
FLNC +144.9% vs S&P +15.3%
Market Reaction
Did FLNC Beat Earnings? Q3 2025 Results
Fluence Energy delivered a disappointing fiscal third quarter, missing on both the top and bottom lines as slower-than-expected production ramp-ups at its newly commissioned U.S. Manufacturing facilities weighed on results. The energy storage company… Read more Fluence Energy delivered a disappointing fiscal third quarter, missing on both the top and bottom lines as slower-than-expected production ramp-ups at its newly commissioned U.S. Manufacturing facilities weighed on results. The energy storage company reported revenue of $602.53 million for the three months ended June 30, 2025, up 24.7% year-over-year but falling 20.77% short of the $760.49 million consensus estimate, while earnings per share of $0.01 missed the $0.01 analyst expectation by 28.57%. Management attributed the shortfall largely to delays in reaching targeted U.S. Manufacturing capacity, with the affected revenue now expected to shift into fiscal 2026, where approximately $2.50 billion of backlog is slated to convert. Despite the misses, Adjusted EBITDA climbed to $27.36 million from $15.60 million a year ago, and net income improved to $6.89 million from $1.07 million. Fluence reaffirmed its full-year revenue guidance of $2.60 billion to $2.80 billion, now expected at the lower end, with U.S. Facilities projected to hit targeted capacity by calendar year-end.
Key Takeaways
- • Significantly second-half-weighted revenue distribution compared to full year 2024
- • Revenue from related parties of $35.6 million in Q3 2025 vs $155.2 million in Q3 2024
- • Strong Adjusted EBITDA growth to $27.4 million from $15.6 million year-over-year
- • Overhead cost reductions supporting profitability targets despite revenue timing shifts
FLNC YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
“We delivered strong margins this quarter, underscoring the strength of our operating model and improved execution. We also began ramping production and delivered our first domestic content products from U.S.-based manufacturing facilities to customer sites. However, delays in scaling our new manufacturing facilities in the U.S. resulted in lower-than-expected revenue for the quarter. We anticipate recovering this revenue in fiscal 2026 as these facilities reach their targeted production levels. We believe the fundamentals of our business remain incredibly strong, supported by a robust backlog, of which we expect approximately $2.5 billion to convert to revenue in fiscal 2026, including contracts signed in July and August to date.”
— Julian Nebreda, Q3 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% |