FuelCell Energy, Inc., alongside its subsidiaries, is involved in the complete lifecycle of stationary fuel cell power plants, covering their design, manufacturing, ...
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Est. EPS $-2.64 · Revenue $154.51M · 3 analysts
Est. EPS $-0.25 · Revenue $65.62M · 1 analysts
Est. EPS $-0.26 · Revenue $76.69M · 1 analysts
Est. EPS $-1.18 · Revenue $256.36M · 3 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $158.2M | +41.0% | -7.3% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-187.9M | -49.1% | +42.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | -16.7% | +47.9% | -104.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -76.6% | +44.9% | +35.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -118.8% | -5.7% | +38.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-147.8M | +30.4% | +27.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -93.5% | +50.7% | +22.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 19.9% | -8.7% | -17.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 6.63x | +10.3% | +0.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $932.1M | -1.3% | +30.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -7.42 vs -8.06 | +8.0% | -0.64 vs -0.25 | -155.4% |
| Revenue Surprise | $158.2M vs $150.3M | +5.2% | $33.0M vs $65.6M | -49.7% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 16, 2026 | Livingston III Homer John | director | Common Stock | A | 26,343 | $18.79 |
| Jul 15, 2026 | Livingston III Homer John | director | Deferred Common Stock Units | A | 833 | — |
| Jul 15, 2026 | Hansen Cynthia L | director | Deferred Common Stock Units | A | 988 | — |
| Jul 15, 2026 | England James Herbert | director | Deferred Common Stock Units | A | 1,451 | — |
| Jul 6, 2026 | Achanta Shankar | officer: EVP, Chf. Product &Tech Ofc. | Common Stock | D | 2,500 | $28.71 |
Operator: Thank you for standing by. My name is Jaylen and I'll be your conference operator today. At this time, I would like to welcome everyone to the FuelCell Energy Third Quarter of Fiscal 2026 Financial Results Conference Call. [Operator Instructions] I would now like to turn the conference over to Michael Bishop, Chief Financial Officer. You may begin. Michael Bishop: Thank you, Operator. Good morning, everyone, and thank you for joining us on the call today. This morning, FuelCell Energy released our financial results for the third quarter of fiscal year 2026, and our earnings press release is available in the Investors section of our website at www.fuelcellenergy.com. In addition to this call and our earnings press release, we have posted a slide presentation on our website. The webcast is being recorded and will be available for replay on our website approximately two hours after we conclude. Before we begin, please note that some information that you will hear or be provided with today consists of forward-looking statements within the meaning of the Securities and Exchange Act of 1934. Such statements express our expectations, beliefs, and intentions regarding the future and include statements concerning our anticipated financial results, plans and expectations regarding the continuing development, commercialization, and financing of our fuel cell technology, our anticipated market opportunities, and our business plans and strategies. Our actual future results could differ materially from those described in or implied by such forward-looking statements because of a number of risks and uncertainties. More information regarding such risks and uncertainties is available in the Safe Harbor Statement, in the slide presentation and in our filings with the SEC, particularly the risk factor section of our most recent Form 10-K and any subsequently filed quarterly reports on Form 10-Q. During this call, we'll be discussing certain non-GAAP financial measures, and we refer you to our website, our earnings press release, and the appendix of the slide presentation for the reconciliation of those measures to GAAP financial measures. Our earnings press release and a copy of today's webcast presentation are available on our website under the investor relations tab. For this call, I am joined by Jason Few, our President and Chief Executive Officer. Following our prepared remarks, the leadership team will be available to take your questions. I will now hand the call over to Jason for opening remarks. Jason? Jason Few: Thank you, Mike, and good morning, everyone. Thank you for joining us today. I am pleased to welcome you to our third quarter fiscal year 2026 earnings call. In the third quarter, we took an important step in the commercial development of FuelCell Energy's data center strategy. Rapid growth of AI and high-density computing is creating power requirements that the existing grid cannot address quickly enough. For data center customers, …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Jason Few | President, Chief Executive Officer & Director | USD 1,332,345 | Male | 1967 | Active |
Michael S. Bishop | Executive Vice President, Chief Financial Officer & Treasurer | USD 787,373 | Male | 1968 | Active |
Shankar Achanta | Executive Vice President, Chief Product & Technology Officer | USD 666,859 | Male | 1979 | Active |
Amanda Schreiber | Executive Vice President, General Counsel & Corporate Secretary | USD 582,441 | Female | 1974 | Active |
Betsy Schaefer | Senior Vice President, Chief Marketing & Sustainability Officer | — | Female | — | Active |
Robert Strobl | SVP of Europe, Carbonate Manufacturing, and Operations | — | — | — | Active |
Karen Farrell | Senior Vice President & Chief Human Resources Officer | — | Female | — | Active |
Eric Strayer | Senior Vice President & Global Head of Sales | — | Male | — | Active |
Jill Crossman | Senior Vice President & Global Controller | — | Female | — | Active |
Kix Ryen | Senior Vice President, Chief of Staff & Transformation Officer | — | Female | — | Active |
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