NASDAQ: FCELB

FUELCELL ENERGY INC

CIK 0000886128 · Electrical Industrial Apparatus

Small Revenue $158M Assets $1.0B as of Jun 10, 2026

This Annual Report on Form 10-K contains statements that the Company believes to be “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 (the “PSLRA”). All statements other than statements of historical fact included in this Form 10-K, including… About this business →

10-Q Filed Jun 8, 2026 · Period ending Apr 30, 2026

Summary not yet generated.

8-K Filed Jun 8, 2026 · Period ending Jun 8, 2026

Summary not yet generated.

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8-K Filed May 21, 2026 · Period ending May 19, 2026

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8-K Filed Apr 6, 2026 · Period ending Apr 2, 2026

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10-Q Filed Mar 9, 2026 · Period ending Jan 31, 2026

Summary not yet generated.

10-K Filed Dec 18, 2025 · Period ending Oct 31, 2025

Summary not yet generated.

10-K Filed Dec 27, 2024 · Period ending Oct 31, 2024

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About FUELCELL ENERGY INC

Source: Item 1 (Business) from the 10-K filed December 18, 2025. Description as filed by the company with the SEC.

Item 1.BUSINESS

Index to Item 1. BUSINESS

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Page

Forward-Looking Statement Disclaimer

4

Risk Factor Summary

6

General Information

8

Overview

9

Our Market Opportunity and Value Proposition

9

Our Markets

11

Our Business Strategy

11

Recent Restructuring

12

Our Business Model

12

Our Product Platform and Applications

13

Competition

16

Our Commitment to Sustainability

17

Research and Development

17

Proprietary Rights and Licensed Technology

19

Manufacturing and Service Facilities

20

Raw Material Sourcing and Supplier Relationships

21

Engineering, Procurement and Construction

22

Services and Warranty Agreements

22

Government Regulation and Public Policy

22

Significant Customers

24

Human Capital Management and Development

24

Available Information

25

3

Table of Contents

Forward-Looking Statement Disclaimer

This Annual Report on Form 10-K contains statements that the Company believes to be “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 (the “PSLRA”). All statements other than statements of historical fact included in this Form 10-K, including statements regarding the Company’s future financial condition, future results of operations, plans, objectives, expectations, future performance, future business operations and business prospects, are forward-looking statements. Words such as “expects,” “anticipates,” “estimates,” “goals,” “projects,” “intends,” “plans,” “believes,” “predicts,” “should,” “seeks,” “will,” “could,” “would,” “may,” “forecast,” and similar expressions and variations of such words are intended to identify forward-looking statements and are included, along with this statement, for purposes of complying with the safe harbor provisions of the PSLRA. Forward-looking statements are neither historical facts, nor assurances of future performance. Instead, such statements are based only on our beliefs, expectations, and assumptions regarding the future. As such, the realization of matters expressed in forward-looking statements involves inherent risks and uncertainties. Such statements relate to, among other things, the following:

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●the development and commercialization by FuelCell Energy, Inc. and its subsidiaries (“FuelCell Energy,” “Company,” “we,” “us” and “our”) of fuel cell technology and products and the market for such products,

●the expected timing of completion of our ongoing projects,

●our business plans and strategies,

●the markets in which we expect to operate,

●expected operating results such as revenue growth and earnings,

●our belief that we have sufficient liquidity to fund our business operations for the next 12 months,

●future funding under Advanced Technologies contracts,

●future financing for projects, including equity and debt investments by investors and commercial bank financing, as well as overall financial market conditions,

●the expected cost competitiveness of our technology,

●our ability to successfully implement our restructuring plans during the expected timeframe and the expected effects and impacts of the Company’s restructuring plan, and

●our ability to achieve our sales plans, our plans to increase our annualized production rate in the future in connection with sales growth, market access and market expansion goals, and cost reduction targets.

The forward-looking statements contained in this report are subject to risks and uncertainties, known and unknown, that could cause actual results and future events to differ materially from those set forth in or contemplated by the forward-looking statements, including, without limitation, the risks described under