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北京时间·🕒 发布 20:15:07时区推断·⟳ 抓取 20:16:06回填·⚡ 决策 07-15 20:18:38·104.0 天前

Eos Energy预告二季度收入创纪录但低于市场预期且毛利仍为大幅亏损

公司一手预告二季度收入68-69百万美元、 backlog约8.07亿美元,显示产能与订单继续放量。

📄 原文EOSE↗ 原文
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不做 Eos Energy Enterprises(EOSE.US)
不做:这是业绩预告而非新订单,收入68-69百万美元低于约70-72.6百万美元共识,毛利仍亏损69%-73%,缺少可追多的超预期增量;看空方向也不满足强催化做空红线。
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研究档案

🔎 新鲜度:最早出现 2026-07-15 · 扩散 low · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2026-07-15 08:15 ET官方确认/否认Eos Energy Enterprises IR一手源原文 ↗
    公司盘前发布二季度初步业绩,收入68-69百万美元、backlog约8.07亿美元、毛利率亏损69%-73%。
    市场反应:信号时美股仍处盘前不可连续成交;行情工具显示最新价4.29美元,较前收4.35美元跌1.38%。
  2. 2026-07-15其它MarketBeat/ChartMill非一手原文 ↗
    第三方预期页面显示Q2收入共识约70.08百万美元;ChartMill页面显示下一次收入共识约72.55百万美元,意味着公司预告收入不算明确超预期。

关键理由

  • 公司一手预告二季度收入68-69百万美元、 backlog约8.07亿美元,显示产能与订单继续放量。
  • 但公开预期显示二季度收入共识约70-72.6百万美元,本次预告并非明确超预期,且毛利率仍亏损69%-73%。
  • 量级上,2025年收入约1.142亿美元、2026年公司指引3-4亿美元;Q2收入虽同比/环比改善,但对约15.2亿美元市值的短线重定价需要更明确的盈利拐点或超预期订单。

主要风险

  • 若盘前市场更看重backlog环比增25%和Line 2投产,EOSE.US可能有情绪反弹,但这属于高波动修复而非清晰业绩超预期。
  • 公司仍处于负毛利、现金消耗和生产爬坡阶段,且此前曾因2025年收入不及指引引发信任折价。

反向证据

  • 做多前查反向 · 来源 kb_search · 影响 weakens
    内部库未命中与EOSE直接相关的最新反向研报,但公开资料显示公司仍负毛利、现金消耗和生产执行风险未解除。
    检索:Eos Energy Enterprises recent bearish risks dilution cash burn gross margin debt 2026
  • 做多前查反向 · 来源 web · 影响 invalidates
    网页预期数据显示Q2收入共识高于公司68-69百万美元预告区间,不支持追多所需的明确正向surprise。
    检索:EOSE Q2 2026 revenue estimate analysts 68 million July 2026 原文 ↗
工具调用 · 历史记录,结果未知(2 种)
  • stock_quote · 结果未知
  • kb_search · 结果未知

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Eos Energy Enterprises Announces Preliminary Second Quarter 2026 Financial Results, Expects Record Quarterly Revenue and Backlog, and Sets Second Quarter 2026 Conference Call Date

Jul 15, 2026

PDF Version

Preliminary results reflect accelerating manufacturing scale and commercial execution as Eos enters the second half of 2026 with strong momentum
PITTSBURGH, July 15, 2026 (GLOBE NEWSWIRE) -- Eos Energy Enterprises, Inc. (NASDAQ: EOSE) (“Eos” or the “Company”), America’s leading innovator in designing, manufacturing, and providing zinc-based long-duration energy storage (LDES) systems sourced and manufactured in the United States, today announced preliminary financial results for the second quarter ended June 30, 2026.
Based on preliminary financial information, Eos currently expects:
Revenue of $68 million to $69 million, representing the highest quarterly revenue in its history, driven by a more than three-fold increase in shipments compared to the prior-year period. Revenue recognized during the first half of 2026 surpassed the Company's total revenue for 2025.
Gross margin loss between 69% and 73%, reflecting continued progress in manufacturing scale and operational execution. The second quarter marked the Company's transition to operating two commercial production lines across two manufacturing facilities. Battery Line 2 commenced commercial production in mid-June and has delivered strong initial results, achieving higher yields and faster cycle time than Battery Line 1 as it operates in the early stages of production ramp. While start-up costs and lower initial production volumes are expected to create near-term cost absorption pressure, as is typical during the early stages of a production ramp-up, the expansion significantly increases capacity and establishes the foundation for stronger unit economics and expected margin improvement over time.
Backlog of approximately $807 million as of June 30, 2026, representing a Company record and an increase of approximately 25% from the prior quarter. Growth in backlog reflects strong commercial momentum, with new orders booked exceeding shipments recognized during the quarter and continued conversion of the Company’s commercial pipeline into contracted business, further enhancing expected revenue visibility.
Total Cash, including restricted cash, of approximately $364 million as of June 30, 2026, with approximately $78 million of customer collections received during the quarter, exceeding quarterly revenue.
"Our preliminary second quarter results reflect a quarter of disciplined execution and continued progress across the business," said Joe Mastrangelo, Chief Executive Officer. "We expect to deliver record quarterly revenue and record backlog, demonstrating that the investments we have made in our manufacturing platform continue to translate into stronger topline and commercial performance. With Battery Line 2 now in commercial production, Frontier Power USA progressing through key project milestones, and continued conversion of commercial opportunities into executable projects, we believe Eos is well positioned to drive growth throughout the second half of 2026 and beyond.”
The second quarter marked a period of strong operational execution for Eos. The Company commenced commercial production on Battery Line 2 at its Thorn Hill facility, expanding manufacturing capacity and advancing toward its targeted 4 GWh annual run-rate capacity by year-end. Eos also successfully completed Site Acceptance Testing for 50% of its bipolar automation line, an important milestone in the
automation of its manufacturing process that enables production from raw materials through finished batteries. Full commissioning of all bi-polar machines is expected in July 2026.
As manufacturing capacity continues to scale and commercial demand converts into contracted backlog and revenue, Eos believes it is entering its next phase of growth with increasing operational leverage, improving revenue visibility and a stronger financial foundation. Expanded manufacturing capabilities, growing commercial momentum, and continued project execution position the Company to capitalize on what it believes is increasing demand for American-made long-duration energy storage solutions.
Conference Call Details
Eos will release its full second quarter 2026 financial results before the U.S. market opens on August 5, 2026. A conference call to discuss its results will take place the same morning at 8:30 a.m. Eastern Time.
The live webcast of the earnings call will be available on the “Investor Relations” page of the Company’s website at  Eos Investors or may be accessed using this link ( Registration Link ). To avoid delays, we encourage participants to join the conference call fifteen minutes ahead of the scheduled start time.
The conference call replay will be available via webcast through Eos’ investor relations website for twelve months following the live presentation. The webcast replay will be available from approximately 11:30 a.m. Eastern Time on August 5, 2026, and can be accessed by visiting  Eos Investors .
Eos partners with Say Technologies to allow retail and institutional shareholders to submit and vote on questions ahead of the earnings call. A selection of key questions applicable to the broad investor base may be addressed live during the call, offering shareholders an opportunity to engage with Eos management.
Beginning on July 20, 2026, at 9:00 a.m. Eastern Time, registered shareholders will be able to submit questions via the Say Technologies Q&A Platform which will remain open until 5:00 p.m. Eastern Time on August 2, 2026. For any support inquires shareholders may email support@saytechnologies.com .
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 and Important Information
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 preliminary revenue, gross margin, adjusted gross margin, backlog, total cash, customer collections, manufacturing capacity, Battery Line 2 performance, expected commissioning activities, anticipated throughput and efficiency improvements, expected revenue visibility, and the Company’s ability to achieve its operational, and commercial and production-capacity objectives, the extent to which any purchase orders, capacity reservations, or project pipeline may ultimately result in executed contracts, construction
activities, or revenue; and the anticipated benefits of th

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