Eos Energy第三季度营收增171%至8270万美元创纪录：能源部8700万美元贷款拨付到位
位于宾夕法尼亚州阿勒格尼县 Pittsburgh 的锌基长时储能系统制造商 Eos Energy Enterprises, Inc.（纳斯达克：EOSE）11月5日公布2026年第三季度业绩：营收8,270万美元，同比增长171%、环比增长20%，创季度纪录，增长由出货量驱动——其电池「立方体」（cube）出货量同比增长216%、环比增长23%，当季共向10个项目交付。
当季毛利率为负53%，同比改善58个百分点、环比改善18个百分点；毛亏损4,420万美元，上年同期为3,390万美元。归属股东净利润为1.25亿美元，主要来自股价变动带来的认股权证与债务按市值计价的非现金收益。调整后 EBITDA 亏损收窄至6,380万美元，调整后 EBITDA 利润率为负77%，同比改善96个百分点。截至9月30日，公司现金总额（含受限现金）为3.441亿美元。
在手订单总额为7.65亿美元，约合3.2吉瓦时，同比增长19%；商业机会管线达249亿美元。当季公司收到美国能源部贷款第二笔款项的首笔8,700万美元拨付，并宣布与 MN8 Energy 合作、在西弗吉尼亚州为 Google 的数据中心交付10兆瓦／100兆瓦时的 Z3 锌基长时储能项目。Eos 技术累计放电量已达6.9吉瓦时。
公司重申全年营收展望为3亿至3.5亿美元区间的下半段。10月下旬起，公司把制造业务整合至 Thorn Hill 工厂，Line 1 产线将搬迁升级、预计2027年第一季度末恢复生产；整合完成后 Thorn Hill 两条产线年铭牌产能约4吉瓦时。首席执行官 Joe Mastrangelo 表示，第三季度显示运营模式在改善，公司交付了史上最高季度营收，毛利率环比改善18个百分点。（来源：Eos Energy Enterprises）
Eos Energy Q3 Revenue Jumps 171% to a Record $82.7 Million; $87 Million DOE Loan Advance Received
Eos Energy Enterprises, Inc. (Nasdaq: EOSE), a Pittsburgh, Allegheny County, Pennsylvania-based maker of zinc-based long-duration energy storage systems, reported third-quarter 2026 results on November 5: revenue totaled $82.7 million, up 171% year over year and 20% sequentially, a quarterly record delivered through deliveries to 10 projects, driven by a 216% increase in cube shipments year over year and 23% growth sequentially.
Gross margin was negative 53%, improving 58 percentage points year over year and 18 percentage points sequentially. Gross loss was $44.2 million, compared to $33.9 million in the prior-year period. Net income attributable to shareholders totaled $125.0 million, primarily reflecting non-cash mark-to-market gains on warrants and debt resulting from changes in the company's stock price. Adjusted EBITDA loss improved to $63.8 million, with adjusted EBITDA margin of negative 77%, improving 96 percentage points year over year. Total cash, including restricted cash, was $344.1 million as of September 30, 2026.
Backlog totaled $765 million, representing 3.2 GWh, up 19% year over year, and the commercial opportunity pipeline stood at $24.9 billion. During the quarter the company received an $87 million first advance under the second tranche of its U.S. Department of Energy loan, and announced a project with MN8 Energy to deliver 10 MW/100 MWh of Z3 zinc-based long-duration storage in West Virginia, serving Google's data centers. Cumulative energy discharged from Eos technology reached 6.9 GWh.
The company reaffirmed that it expects full-year 2026 revenue in the lower half of its $300 million to $350 million range. Beginning in late October, Eos accelerated the consolidation of manufacturing into its Thorn Hill facility; Line 1 is being relocated and upgraded and is expected to resume production near the end of the first quarter of 2027, after which Thorn Hill is expected to have approximately 4 GWh of annual nameplate capacity across two production lines. Chief Executive Officer Joe Mastrangelo said the third quarter showed operating-model improvement, with the company's highest quarterly revenue and gross margin improving 18 points sequentially. (Source: Eos Energy Enterprises)
来源：Eos Energy Enterprises
发布：GSM·美国（发布链接）
图片来源：图：位于华盛顿州 Pullman 的 Turner 储能项目电池储能系统实景（资料图，非 Eos Energy 设施）。UniEnergy Technologies，CC BY-SA 4.0，经 Wikimedia Commons。 / Photo: Battery energy storage containers at the Turner Energy Storage Project in Pullman, Washington (reference photo, not an Eos Energy facility). By UniEnergy Technologies, CC BY-SA 4.0, via Wikimedia Commons.
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