Fluence Energy shares tumble 14% as Q3 revenue misses estimates

Published 11/08/2025, 21:18
 Fluence Energy shares tumble 14% as Q3 revenue misses estimates

ARLINGTON - Fluence Energy , Inc. (NASDAQ:FLNC) reported third-quarter revenue that fell significantly short of analyst expectations, sending shares tumbling 14% as manufacturing delays at its new U.S. facilities hampered production.

The energy storage solutions provider posted revenue of $602.5 million for the quarter ended June 30, well below the consensus estimate of $769.45 million, despite representing a 24.7% increase YoY. The company reported adjusted earnings per share of $0.01, beating analyst expectations of a $0.01 loss per share. Fluence attributed the revenue shortfall to a "slower than expected production ramp up" at its recently commissioned U.S. manufacturing facilities.

"We delivered strong margins this quarter, underscoring the strength of our operating model and improved execution," said Julian Nebreda, Chief Executive Officer of Fluence. "However, delays in scaling our new manufacturing facilities in the U.S. resulted in lower-than-expected revenue for the quarter."

The company reaffirmed its fiscal year 2025 revenue guidance of $2.6-2.8 billion but cautioned it now expects to be at the lower end of that range. Fluence maintained its adjusted EBITDA guidance of $0 to $20 million for the fiscal year.

Adjusted EBITDA for the quarter reached $27.4 million, compared to $15.6 million in the same period last year. The company’s backlog stood at approximately $4.9 billion as of June 30, with an additional $1.1 billion in contracts signed in July and August.

CFO Ahmed Pasha expressed confidence in the company’s financial position, noting: "We are on track to hit key gross margin and Adjusted EBITDA targets in line with our fiscal 2025 guidance—even as some revenue shifts into 2026."

Fluence expects its U.S. manufacturing facilities to reach targeted capacity by calendar year-end, which should strengthen its domestic content position and ensure on-time customer deliveries moving forward.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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