FUELCELL ENERGY INC (FCEL) Earnings History

FUELCELL ENERGY INC - Q4 FY2025 Earnings

Filed at: Dec 18, 2025, 7:35 AM EST|Read from source

EXECUTIVE SUMMARY

FuelCell Energy reported revenue growth and a reduced gross loss in Q4 FY2025, driven by increased product and service revenues, and a strategic focus on the data center market. The company also highlighted efforts to strengthen its balance sheet and liquidity.

POSITIVE HIGHLIGHTS

  • •

    Total revenues increased by 12% to $55.0 million in Q4 FY2025 compared to the prior year quarter.

    positive
  • •

    Gross loss decreased by approximately 39% to $(6.6) million in Q4 FY2025 compared to the prior year quarter.

    positive
  • •

    Loss from operations decreased by approximately 31% to $(28.3) million in Q4 FY2025 compared to the prior year quarter.

    positive
  • •

    Total backlog increased by approximately 2.6% to $1.19 billion as of October 31, 2025.

    positive

CONCERNS & RISKS

  • •

    Net loss attributable to common stockholders increased by 48% to $(191.1) million for the full fiscal year 2025.

    negative
  • •

    Product backlog decreased by $45.1 million, primarily due to revenue recognition from the GGE Platform commissioning.

    attention
  • •

    Advanced Technologies contract backlog decreased by $16.5 million.

    attention
  • •

    Significant non-cash impairment expense of $65.8 million recognized in the full fiscal year 2025 related to prior investments in solid oxide technology.

    negative

FINANCIAL METRICS

Revenue
Quarterly
$55.02M
+11.9%
Prior year: $49.33M
Annual (YTD)
$158.16M
N/A
Prior year: $112.13M
Net Income
Quarterly
$-29.34M
-26.0%
Prior year: $-39.60M
Annual (YTD)
$-191.37M
N/A
Prior year: $-156.78M
EPS (Diluted)
Quarterly
$-0.85
-61.5%
Prior year: $-2.21
Annual (YTD)
$-7.42
N/A
Prior year: $-7.83
Operating Income
Quarterly
$-28.32M
-30.9%
Prior year: $-41.03M
Annual (YTD)
$-192.35M
N/A
Prior year: $-158.49M
EPS (Basic)
Quarterly
$-0.85
-61.5%
Prior year: $-2.21
Annual (YTD)
$-7.42
N/A
Prior year: $-7.83

MARGIN ANALYSIS

Margin metrics will be available once backend extracts data from insights_json

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Product
54.6%
$30030.0B
Prior year: $25425.0B
Generation
22.2%
$12188.0B
Prior year: $11962.0B
Service
13.2%
$7276.0B
Prior year: $5572.0B
Advanced Technologies
10.0%
$5522.0B
Prior year: $6367.0B

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Product
$30030.0B$25425.0B—54.6%
Generation
$12188.0B$11962.0B—22.2%
Service
$7276.0B$5572.0B—13.2%
Advanced Technologies
$5522.0B$6367.0B—10.0%
Total Revenue$55016.0B——100.0%

Segment performance shows business unit health and growth drivers.

SPECIAL ITEMS & ADJUSTMENTS

Q4 FY2025
Non-cash impairment expense related to restructuring plan
Impacted operating expenses.
+$1.3M
Q3 FY2025
Non-cash impairment expense related to restructuring plan
Impacted operating expenses.
+$64.5M
FY2025
Non-cash impairment expense related to prior investments in solid oxide technology, goodwill, and intangible assets
Impacted operating expenses.
+$65.8M
Total Impact
+$131.6M

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

Strategy is deeply focused on the data center market where significant opportunities exist for efficient, resilient power solutions.

— FUELCELL ENERGY INC, Q4 FY2025 2025 Earnings Call

Simplified product line, advanced efficiency, and integrated absorption chilling to help manage thermal loads for high-compute environments.

— FUELCELL ENERGY INC, Q4 FY2025 2025 Earnings Call

Sales and marketing focus is increasingly centered on data center opportunities.

— FUELCELL ENERGY INC, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.