Eos Energy Enterprises, Inc. (EOSE) expects preliminary third-quarter 2026 revenue of $82 million to $83 million for the three months ended September 30, 2026, with growth of approximately 19% to 21% sequentially and 169% to 172% year over year. Shipments increased approximately 23% from the prior quarter. GAAP gross margin is estimated at (55)% to (53)%, an improvement of approximately 16 to 18 percentage points from the second quarter; Eos said this was its eighth consecutive quarter of gross-margin improvement.
Total cash, including restricted cash, was approximately $344 million as of September 30, 2026, compared with $364 million as of June 30, 2026. Backlog was approximately $765 million, or approximately 3.2 GWh. Eos received six purchase orders from six customers during the quarter. Eos expects full-year 2026 revenue in the lower half of its $300 million to $350 million range. Its current forecast reflects adding the final shift to bring Thorn Hill to 24-hour operation in the fourth quarter; after consolidation and full-scale operations, Thorn Hill is expected to have approximately 4 GWh of annual nameplate production capacity. These preliminary management estimates have not been audited or reviewed, and actual results may differ materially.
Eos Energy Enterprises, Inc. (EOSE) is the issuer for which former officer Michael Silberman has filed a Form 144 notice covering the proposed sale of 114,650 shares of common stock through UBS Financial Services Inc. The notice states these shares are to be sold to cover estimated tax withholding obligations arising from the vesting of restricted stock units on September 22, 2026. The filing also lists prior sales of Eos common stock by Silberman over the past three months, alongside Eos common shares outstanding of 364,167,744 as of September 22, 2026.
Eos Energy Enterprises, Inc. (EOSE) reported that Chief Accounting Officer Sumeet Puri had 2024 performance-based restricted stock units vest on September 14, 2026, resulting in the acquisition of 87,500 shares of common stock. On September 16, 2026, an automatic sale of 43,750 shares at a weighted average price of $3.92 per share was executed under a Rule 10b5-1 trading plan to cover estimated tax withholding obligations.
Eos Energy Enterprises, Inc. (EOSE) reported that Chief Executive Officer and director Joe Mastrangelo had performance-based restricted stock units from a 2024 award vest on September 14, 2026, resulting in the delivery of 500,000 shares of common stock tied to total shareholder return performance.
Following this vesting, on September 16, 2026, Mastrangelo sold 250,000 shares of common stock at a weighted average price of $3.92 per share, with sale prices ranging from $3.84 to $4.16, in transactions effected automatically under a Rule 10b5-1 trading plan adopted on September 15, 2025 to cover estimated tax withholding obligations.
Eos Energy Enterprises, Inc. (EOSE) filed an amended current report to expand on previously disclosed plans for Chief Commercial Officer Nathan Kroeker’s departure on October 20, 2026. The amendment describes a separation agreement entered into on September 10, 2026.
Under this agreement, in exchange for a release of claims and compliance with restrictive covenants, Mr. Kroeker will receive 12 months of base salary continuation at $470,000 per year, a pro‑rated 2026 annual bonus based on actual performance, full acceleration of unvested restricted stock units, and pro‑rata acceleration of unvested performance stock units, subject to achievement of applicable performance conditions. The full agreement will be filed as an exhibit to the Form 10‑Q for the quarter ending September 30, 2026.
Eos Energy Enterprises, Inc. (EOSE) received a notice that former officer Michael W. Silberman intends to sell 109,375 shares of common stock under Rule 144, with an aggregate market value of $453,906.25, through UBS Financial Services Inc. The shares relate to restricted stock units scheduled to vest on September 14, 2026 and are to be sold pursuant to a Rule 10b5-1 trading plan adopted to cover estimated tax withholding obligations from the vesting. The notice also lists Silberman’s prior Rule 144 sales of Eos common stock during the past three months.
Eos Energy Enterprises, Inc. (EOSE) received a notice that Sumeet Puri plans to sell up to 43,750 shares of common stock under Rule 144. The shares are to be sold pursuant to a Rule 10b5-1 trading plan adopted to cover estimated tax withholding obligations arising from the vesting of restricted stock units on September 14, 2026.
The notice also lists prior Rule 144 sales of Eos Energy Enterprises common stock by Puri during the past three months, with multiple transactions in June, July, and September 2026.
Eos Energy Enterprises, Inc. (EOSE) reported that director Haiyan Song purchased a total of 15,000 shares of common stock in two open-market transactions. The purchases occurred on September 11, 2026 (10,000 shares at $3.95 per share) and September 14, 2026 (5,000 shares at $3.84 per share), held directly. No Rule 10b5-1 trading plan is reported and the filing does not state Song’s total holdings after these purchases.
Eos Energy Enterprises, Inc. (EOSE) reports that on September 10, 2026, the Federal Financing Bank funded a $87.0 million third advance under its DOE-guaranteed term loan, increasing borrowings under the facility. The Guaranteed Loan allows aggregate principal borrowings of up to $277.5 million plus up to $25.9 million of capitalized interest.
According to the accompanying press release, this advance is the first under the loan’s second tranche and brings total draws under the DOE facility to approximately $178 million. The funds reimburse 80% of eligible costs for the Thorn Hill manufacturing facility, where Line 2 is ramping toward about 2 GWh of annual capacity.
Eos states that, subject to lender approvals and relocating Line 1 to Thorn Hill, the site is expected to support roughly 4 GWh of annual battery manufacturing capacity across two lines, supporting its domestic long-duration energy storage strategy and planned multi-shift staffing in Western Pennsylvania.
Eos Energy Enterprises, Inc. (EOSE) reported that Chief Accounting Officer Sumeet Puri exercised restricted stock units and sold a portion of the resulting common shares. On September 5, 2026, 68,333 restricted stock units were converted into 68,333 shares of common stock at a stated price of $0.00 per share. On September 9, 2026, 34,167 common shares were sold in open-market transactions at a weighted average price of $4.13 per share, with trade prices ranging from $4.07 to $4.27, pursuant to a Rule 10b5-1 trading plan adopted on September 15, 2025 to cover estimated tax withholding obligations related to RSU vesting.