Open report — full analysis, no account required.
Sign up to generate reports and read filings that aren't on the open list.
Get notified when EOSE files again. Create a free account and we'll email you the moment its next filing is analyzed.
Get filing alertsEos Energy pre-announces Q3 revenue of $82-83M, gross margin loss narrows, cash at $344M
Filed October 19, 2026 · Period ending October 19, 2026 · ~1 min read
Key Changes
-
high
Preliminary Q3 2026 revenue of $82-83 million, up 19-21% sequentially and 169-172% year-over-year, driven by a 23% increase in shipments.
Item 8.01 verify on EDGAR → -
high
GAAP gross margin loss of 53-55%, an improvement of 16-18 percentage points versus Q2 2026, marking the eighth consecutive quarter of improvement.
Item 8.01 verify on EDGAR → -
high
Full-year 2026 revenue guidance narrowed to the lower half of the $300-350 million range.
Exhibit 99.1 view on EDGAR → -
medium
Total cash, including restricted cash, of approximately $344 million as of September 30, 2026, down from $364 million at June 30, 2026.
Exhibit 99.1 view on EDGAR → -
medium
Backlog of approximately $765 million (3.2 GWh) as of September 30, 2026, with six new purchase orders received during the quarter.
Exhibit 99.1 view on EDGAR →
Summary
Eos Energy Enterprises pre-announced preliminary third-quarter 2026 results, showing strong revenue growth and continued gross margin improvement. Revenue is expected to be $82-83 million, up 19-21% sequentially and 169-172% year-over-year, driven by a 23% increase in shipments.
Gross margin loss narrowed to 53-55%, an improvement of 16-18 percentage points from the prior quarter, marking the eighth consecutive quarter of improvement. The company also narrowed its full-year 2026 revenue guidance to the lower half of the $300-350 million range.
Cash declined by about $20 million to $344 million, despite operating cash inflows and an additional $87 million DOE loan advance, due to $35 million in capital expenditures. Backlog stood at $765 million, with six new purchase orders received. The results are preliminary and unaudited, and final figures may differ when the company reports full results.
Section-by-Section Diff
Event · Exhibit 99.1
Eos pre-announces Q3 2026 revenue of $82-83M, gross margin improvement, $344M cash, and $765M backlog.
Added in current filing · view on EDGAR →
GAAP gross margin of (55)% to (53)%, representing an improvement of approximately 16 to 18 percentage points compared to the second quarter of 2026
Gross margin is still negative at roughly -55% to -53%, but improved by 16 to 18 percentage points versus Q2 2026. This marks the eighth consecutive quarter of gross margin improvement, supported by higher production volumes and lower conversion costs per unit.
Added in current filing · verify on EDGAR →
Total cash, including restricted cash, was approximately $344 million as of September 30, 2026, compared to $364 million as of June 30, 2026.
Cash declined by about $20 million during the quarter despite roughly $114 million of operating cash inflows and an additional $87 million advance under the DOE loan facility, because capital expenditures totaled approximately $35 million. The company retains a substantial liquidity position.
Event · Item 2.02 — Results of Operations and Financial Condition
Eos Energy issued a press release with preliminary Q3 2026 results and business updates.
Added in current filing · verify on EDGAR →
On October 19, 2026, the Company issued a press release providing its preliminary results for the quarter ended September 30, 2026 and certain other business updates.
The company disclosed preliminary financial results for the third quarter of 2026 via a press release furnished as Exhibit 99.1. The 8-K itself does not include the figures; they are in the attached exhibit.
Event · Item 8.01 — Other Events
Eos Energy pre-announces Q3 2026 revenue of $82-83M, gross margin loss of 53-55%, $344M cash, and $765M backlog.
Added in current filing · verify on EDGAR →
Backlog of approximately $765 million as of September 30, 2026.
Eos discloses a backlog of about $765 million, indicating contracted future revenue. Backlog is a forward-looking indicator of demand but does not guarantee timing or conversion to revenue.
Thanks — your feedback helps us improve report quality.
Figures/quotes linked to EDGAR · Narrative written by AI · Oct 19, 2026 · How we verify