TLDR
- Eos stock drops fast despite record quarterly revenue growth
- Revenue jumps 8x, yet widening losses hit Eos shares
- Eos posts record sales but stock slides after earnings
- Strong backlog and cash, but Eos stock sinks sharply
- Eos revenue surges while shares tumble on losses
Eos Energy Enterprises (EOSE) stock plunged sharply after the company reported fourth quarter and full-year 2025 results. Eos Energy Enterprises, Inc. stock fell from $11.13 in early trading to below $8 before stabilizing near $7.05. The sharp move followed record quarterly revenue, yet losses and margin pressure weighed on sentiment.
Eos Energy Enterprises, Inc., EOSE
Record Revenue Growth Fails to Prevent Sell-Off
Eos Energy Enterprises posted record fourth-quarter revenue of $58.0 million. Revenue rose 90% from the prior quarter and increased nearly eightfold year over year. The growth reflected improved efficiency, automation, and higher production output.
The company reported a gross loss of $54.4 million during the quarter. Although margins improved by 230 points, losses remained substantial. Net loss attributable to shareholders reached $120.5 million, which pressured Eos Energy Enterprises, Inc. stock.
Adjusted EBITDA loss widened to $71.5 million compared with $44.6 million last year. Even so, management highlighted operational improvements and stronger execution in the second half. Still, traders reacted to the continued losses and pushed Eos Energy Enterprises, Inc. stock sharply lower.
Full-Year Expansion and 2026 Outlook
For full-year 2025, revenue reached $114.2 million, more than seven times the prior year. The company increased deliveries by 609% as it scaled automated manufacturing. Despite that growth, net loss attributable to shareholders totaled $969.6 million due largely to non-cash accounting items.
Gross loss for the year came in at $143.8 million, though margins improved by 408 points. Adjusted EBITDA loss widened to $219.1 million, yet margin performance improved significantly. Total cash stood at $624.6 million at year-end, strengthening liquidity. Management projected 2026 revenue between $300 million and $400 million. The company expanded annual production capacity to 2 GWh and launched its Indensity architecture.
Backlog Strength and Capital Structure Changes
The company ended 2025 with an order backlog of $701.5 million, representing 2.8 GWh. Backlog increased 9% sequentially, supported by new bookings across multiple sectors. Commercial pipeline value reached $23.6 billion, up 64% from the prior year.
During the fourth quarter, the company raised capital through convertible notes and a registered stock offering. These transactions generated more than $1 billion in gross proceeds. The company retired $200 million of 2030 notes and extended debt maturities beyond 2030.
The restructuring added approximately $474 million in new net cash and reduced annual interest expense. Management stated that substantial doubt about its ability to continue as a going concern no longer exists. Nevertheless, Eos Energy Enterprises, Inc. stock reflected market concern over sustained losses and execution risk.
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