Sep. 17 at 6:10 PM
$FLNC — Fluence Energy is getting hit hard after slashing FY2026 guidance, with the stock down roughly 14% this afternoon.
New FY26 outlook:
Revenue: ~
$2.4B vs. prior midpoint ~
$3.0B
Adjusted EBITDA: ~
$200M LOSS vs. prior midpoint of roughly a
$10M loss
The company says the primary issue is continued delays ramping its Houston contract-manufacturing facility, not a collapse in demand. Management specifically said domestic and international demand remains strong and its international supply chain is functioning well.
Important distinction for
$FLNC traders: this is a confirmed company guidance reduction, and the EBITDA deterioration is substantially larger than the revenue revision alone would suggest.
$FLNC $AES $TSLA $ENPH
