Eos Energy (EOSE) Q2 FY26 earnings call

Eos Energy delivered record revenue and backlog in Q2 FY26, driven by increased product shipments and operational efficiencies. The company is strategically consolidating manufacturing into its Thorn Hill facility, a move expected to enhance future profitability and scale, despite a near-term adjustment to the full-year revenue outlook. Strong commercial momentum, particularly in data center and long-duration segments, is converting pipeline opportunities into projects, supported by the Frontier Power USA joint venture.