Eos Energy (NASDAQ: EOSE) sees record Q1 shipments and $56–$57M revenue
Filing Impact
Filing Sentiment
Form Type
8-K
Rhea-AI Filing Summary
Eos Energy Enterprises released preliminary results indicating first quarter 2026 revenue of $56–$57 million, driven by record shipments and improved manufacturing performance. The company reported a 17% quarter-over-quarter increase in shipments, alongside higher battery and bipolar output, reflecting better throughput and process stability.
Eos highlighted operational initiatives in supplier quality, lean processes, and equipment optimization, as well as progress on its second battery production line, which is expected to begin initial production by the end of the second quarter. New senior hires in sales and project delivery are intended to help convert growing demand into completed projects.
Positive
- Operational scaling with growing revenue: Eos expects preliminary Q1 2026 revenue of $56–$57 million alongside a 17% quarter-over-quarter increase in shipments and over 10% gains in battery and bipolar output, signaling stronger execution and manufacturing performance.
- Capacity expansion and efficiency gains: Completion of Factory Acceptance Testing on Line 2, targeted initial production by end of Q2 2026, and layout changes cutting material travel ~86% and line length ~40% position Eos for more efficient, higher-volume production.
Negative
- None.
Insights
Preliminary Q1 revenue and strong operational metrics show Eos scaling production while preparing added capacity.
Eos Energy Enterprises expects preliminary Q1 2026 revenue of $56–$57 million, supported by record shipments and higher manufacturing output. Shipments rose 17% quarter-over-quarter, while battery and bipolar output increased about 10%, indicating tangible gains from recent process improvements.
The company reports a 22% sequential improvement in bipolar automation yields, which should help cost and quality over time. It has completed Factory Acceptance Testing for its second battery line, with initial production targeted by the end of Q2 2026, and is adding senior leaders in sales and project delivery to better translate capacity into executed projects.
8-K Event Classification
3 items: 2.02, 7.01, 9.01
3 items
Item 2.02
Results of Operations and Financial Condition
Financial
Disclosure of earnings results, typically an earnings press release or preliminary financials.
Item 7.01
Regulation FD Disclosure
Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Key Figures
Preliminary Q1 2026 revenue: $56–$57 million
Shipment growth: 17% quarter-over-quarter
Battery output increase: 10.4% quarter-over-quarter
+4 more
7 metrics
Preliminary Q1 2026 revenue
$56–$57 million
Expected first quarter 2026 revenue range
Shipment growth
17% quarter-over-quarter
Record quarterly shipments in Q1 2026
Battery output increase
10.4% quarter-over-quarter
Record quarterly battery output in Q1 2026
Bipolar output increase
10.6% quarter-over-quarter
Record quarterly bipolar output in Q1 2026
Bipolar automation yield improvement
22% sequential improvement
Q1 2026 manufacturing process stability
Raw material travel reduction
~86% reduction
End-to-end operations with optimized Thorn Hill layout
Battery line length reduction
~40% reduction
Line 2 single-piece flow design
Key Terms
preliminary first quarter 2026 revenue, Factory Acceptance Testing, Line 2, bipolar automation yields, +2 more
6 terms
preliminary first quarter 2026 revenue financial
"today announced that it expects to report preliminary first quarter 2026 revenue of $56 - $57 million"
Factory Acceptance Testing technical
"The Company successfully completed Factory Acceptance Testing for its second battery line"
A final round of checks performed on machinery, systems, or equipment at the manufacturer's site to confirm they meet contractual specifications and work as expected before shipment and installation. Like a test-drive or dress rehearsal, it reduces the risk of defects, delays, or extra costs once the item is on-site, and matters to investors because successful testing protects revenue timing, lowers warranty or remediation expenses, and supports predictable project schedules and cash flow.
Line 2 technical
"a key milestone in the development of its second production line (“Line 2”)"
bipolar automation yields technical
"22% sequential improvement in bi-polar automation yields, signaling increased process stability"
Znyth™ technology technical
"The Company’s BESS features the innovative Znyth™ technology, a proven chemistry"
Inflation Reduction Act regulatory
"tax credits available to our customers or to Eos pursuant to the Inflation Reduction Act"
The inflation reduction act is a law designed to lower the overall increase in prices for goods and services in an economy, helping to keep the cost of living more stable. For investors, it matters because reducing inflation can lead to a healthier economy, potentially making investments safer and more predictable by preventing prices from rising too quickly.
Earnings Snapshot
Revenue: $56–$57 million
Q1 2026
Revenue
$56–$57 million
Shipments
17% QoQ increase
+17% QoQ
Battery output
10.4% QoQ increase
+10.4% QoQ
Bipolar output
10.6% QoQ increase
+10.6% QoQ
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
PURSUANT TO SECTION 13 OR 15(d) OF THE
SECURITIES EXCHANGE ACT OF 1934
Date of Report (Date of earliest event reported): April 9, 2026
(Exact name of registrant as specified in its charter)
(State or other jurisdiction of incorporation) | (Commission File Number) | (IRS Employer Identification No.) | ||||||||||||
(Address of principal executive offices, including zip code)
Registrant’s telephone number, including area code: (732 ) 225-8400
N/A
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | |||||
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | |||||
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) | |||||
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) | |||||
Securities registered pursuant to Section 12(b) of the Act:
Title of each class | Trading Symbol(s) | Name of each exchange on which registered | ||||||||||||
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
1
Item 2.02 Results of Operations and Financial Condition.
On April 9, 2026, the Company issued a press release providing its preliminary results for the first quarter ended March 31, 2026 and certain other business updates. A copy of the press release is furnished herewith as Exhibit 99.1.
The information furnished under this Item 2.02 and in the accompanying Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act regardless of any general incorporation language in such filing, unless expressly incorporated by specific reference in such filing.
Item 7.01 Regulation FD Disclosure.
Item 2.02 above is incorporated herein by reference.
The information furnished under this Item 7.01 and in the accompanying Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act regardless of any general incorporation language in such filing, unless expressly incorporated by specific reference in such filing.
Item 9.01 Financial Statement and Exhibits.
(d) Exhibits
Exhibit Number | Description of Document | |||||||
99.1 | Press release of Eos Energy Enterprises, Inc., dated April 9, 2026 | |||||||
104 | Cover page of this Current Report on Form 8-K formatted in Inline XBRL | |||||||
2
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
EOS ENERGY ENTERPRISES, INC. | |||||||||||
Dated: April 9, 2026 | By: | /s/ Nathan Kroeker | |||||||||
Name: | Nathan Kroeker | ||||||||||
Title: | Interim Chief Financial Officer | ||||||||||
3
Eos Energy Enterprises Reports Preliminary Q1 Revenue, Highlights Record Output and Capacity Expansion PITTSBURGH, PA, April 9, 2026 — Eos Energy Enterprises, Inc. (NASDAQ: EOSE) ("Eos" or the “Company”), an American energy company and the leading innovator in designing, sourcing, manufacturing, and providing zinc-based battery energy storage systems (BESS), today announced that it expects to report preliminary first quarter 2026 revenue of $56 - $57 million, as record shipments and manufacturing output demonstrated continued progress in the Company’s operational scaling. Following its most recent earnings update, the Company is providing a preliminary revenue range to offer additional visibility into first quarter performance. The expected results reflect continued operational improvements and increased manufacturing consistency. Building on fourth quarter of 2025 operational improvements, Eos delivered meaningful first quarter of 2026 gains in manufacturing performance. Targeted operational initiatives focused on supplier quality control, lean process discipline, and equipment optimization are now delivering measurable throughput, repeatability, and overall execution. Shipments remain on track with customer contractual commitments, reinforcing strong alignment between manufacturing output and project delivery timelines. Key first quarter achievements include: • Record quarterly shipments, increasing 17% quarter-over-quarter • Record quarterly battery output, increasing 10.4% quarter-over-quarter • Record quarterly bipolar output, increasing 10.6% quarter-over-quarter • 22% sequential improvement in bi-polar automation yields, signaling increased process stability and manufacturing consistency Strong execution drove unit shipment growth during the quarter. Quarterly revenue reflected a higher mix of DC-system projects versus AC-coupled projects which include additional equipment sales that vary by customer configuration. Eos has also recently achieved a key milestone in the development of its second production line (“Line 2”). The Company successfully completed Factory Acceptance Testing for its second battery line. Following site acceptance testing, initial production is targeted for the end of the second quarter. Line 2 was purpose-built to expand manufacturing capacity while increasing efficiency. Enhancements incorporated into the battery line include a single-piece flow configuration, increased process redundancy, and advanced pick-and-place gantry systems to enable faster cycle times and repeatability. Combined with the optimized Thorn Hill facility layout, these enhancements are expected to drive meaningful performance gains. • ~86% reduction in raw material travel distance across end-to-end operations • ~40% reduction in battery line length driven by a single-piece flow design
2 As demand grows and customer requirements evolve, Eos is focused on converting that demand into executed projects, reliably, and at scale. Achieving this requires more than just manufacturing capacity; it requires strong project execution from inquiry to system operation. In support of this, Eos is adding industry veterans with proven experience in delivering complex projects. Erik Todd joined Eos as Executive Vice President, Sales, bringing more than 20 years of experience leading large-scale energy and infrastructure sales organizations where he managed a global $1B+ industrial infrastructure business. Cristi Thomas joined Eos as Senior Vice President, Projects & Delivery, with experience leading complex, infrastructure scale energy projects across development, construction, commissioning, and operations. These additions strengthen Eos’ ability to convert capacity into executed projects and deliver on customer commitments. Eos will report its full first quarter of 2026 financial results in May. About Eos Energy Enterprises Eos is accelerating the shift to American energy independence with positively ingenious solutions that transform how the world stores power. The Company’s BESS features the innovative Znyth™ technology, a proven chemistry with readily available non-precious earth components, that is the pre-eminent safe, non- flammable, secure, stable, and scalable alternative to conventional technology. The Company’s BESS is ideal for utility-scale, microgrid, commercial, and industrial long-duration energy storage applications (i.e., 4 to 16+ hours) and provides customers with significant operational flexibility to cost effectively address current and future increased grid demand and complexity. For more information about Eos (NASDAQ: EOSE), visit eose.com. Contacts Investors: ir@eose.com Media: media@eose.com Forward Looking Statements Except for the historical information contained herein, the matters set forth in this press release are forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements regarding our expected revenue for the quarter ended March 31, 2026, statements regarding our operational and manufacturing performance and scaling, statements regarding the development of Line 2, statements regarding expectations for our leadership team, The words "anticipate," "believe," "continue," "could," "estimate," "expect," "intends," "may," "might," "plan," "possible," "potential," "predict," "project," "should," "would" and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. Forward-looking statements are based on our management’s beliefs, as well as assumptions made by, and information currently available to, them. Because such statements are based on expectations as to future financial and operating results and are not statements of fact, actual results may differ materially from those projected. Factors which may cause actual results to differ materially from current expectations include, but are not limited to: changes adversely affecting the business in which we are engaged; our ability to forecast trends accurately; our ability to generate cash, service indebtedness and incur additional indebtedness; our ability to raise financing in the future; risks associated with the credit agreement with Cerberus,
3 including risks of default, and dilution of outstanding common stock; consequences for failure to meet milestones and contractual lockup of shares; our customers’ ability to secure project financing; the amount of final tax credits available to our customers or to Eos pursuant to the Inflation Reduction Act, including potential impacts from any repeal or modifications of the legislation; the timing and availability of future funding under the Department of Energy Loan Facility; our ability to continue to develop efficient manufacturing processes to scale and to forecast related costs and efficiencies accurately; fluctuations in our revenue and operating results; competition from existing or new competitors; our ability to convert firm order backlog and pipeline to revenue; risks associated with security breaches in our information technology systems; risks related to legal proceedings or claims; risks associated with evolving energy policies in the United States and other countries and the potential costs of regulatory compliance; risks associated with changes to the U.S. trade environment; our ability to maintain the listing of our shares of common stock on NASDAQ; our ability to grow our business and manage growth profitably, maintain relationships with customers and suppliers and retain our management and key employees; risks related to adverse changes in general economic conditions, including inflationary pressures and increased interest rates; risk from supply chain disruptions and other impacts of geopolitical conflict; changes in applicable laws or regulations; the possibility that Eos may be adversely affected by other economic, business, and/or competitive factors; other factors beyond our control; and other risks and uncertainties. The forward-looking statements contained in this press release are also subject to additional risks, uncertainties, and factors, including those more fully described in the Company’s most recent filings with the Securities and Exchange Commission, including the Company’s most recent Annual Report on Form 10-K and subsequent reports on Forms 10-Q and 8-K. Further information on potential risks that could affect actual results will be included in the subsequent periodic and current reports and other filings that the Company makes with the Securities and Exchange Commission from time to time. Moreover, the Company operates in a very competitive and rapidly changing environment, and new risks and uncertainties may emerge that could have an impact on the forward-looking statements contained in this press release. Forward-looking statements speak only as of the date they are made. Should one or more of these risks or uncertainties materialize or should any of our assumptions prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements. Readers are cautioned not to put undue reliance on forward-looking statements, and, except as required by law, the Company assumes no obligation and does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise.
FAQ
What preliminary Q1 2026 revenue did Eos Energy Enterprises (EOSE) report?
Eos Energy Enterprises expects preliminary first quarter 2026 revenue of $56–$57 million. This range reflects record shipments and improved manufacturing performance, as the company continues scaling its zinc-based battery energy storage production capabilities and aligning output with customer project commitments.
How did Eos Energy Enterprises (EOSE) shipments change in Q1 2026?
Eos reported record quarterly shipments, increasing 17% quarter-over-quarter in Q1 2026. This shipment growth was supported by higher manufacturing throughput, better process discipline, and improved supplier quality control across its battery energy storage system production footprint.
What manufacturing improvements did Eos Energy Enterprises (EOSE) highlight?
Eos highlighted a 22% sequential improvement in bipolar automation yields, plus record quarterly battery and bipolar output. These gains stem from targeted initiatives in lean processes, equipment optimization, and supplier quality, improving throughput, repeatability, and overall manufacturing consistency.
What is Line 2 and when will it start production at Eos Energy Enterprises (EOSE)?
Line 2 is Eos’s second battery production line, designed to expand capacity and efficiency. The company has completed Factory Acceptance Testing and targets initial production by the end of the second quarter of 2026, following site acceptance testing at its Thorn Hill facility.
How will Line 2 change Eos Energy Enterprises’ (EOSE) manufacturing efficiency?
Line 2 incorporates single-piece flow, process redundancy, and advanced gantry systems, enabling faster cycles. Eos expects roughly an 86% reduction in raw material travel distance and about a 40% reduction in battery line length, supporting more efficient large-scale production.
What leadership changes did Eos Energy Enterprises (EOSE) announce in this update?
Eos added Erik Todd as Executive Vice President, Sales, and Cristi Thomas as Senior Vice President, Projects & Delivery. Both bring extensive energy and infrastructure experience to help convert demand into executed battery storage projects and strengthen end-to-end project delivery.
When will Eos Energy Enterprises (EOSE) release full Q1 2026 results?
Eos stated it will report its full first quarter 2026 financial results in May. The current disclosure provides a preliminary revenue range and operational highlights ahead of that more detailed quarterly financial report and associated performance discussion.