Fluence Energy (FLNC) Q3 FY26 earnings call

Fluence Energy reported record orders and backlog in Q3 FY26, driven by strong demand from core customers and significant traction in the data center segment. However, the company faced operational challenges, including construction and automation delays at a new U.S. facility and quality issues at an international facility, leading to a reduction in full-year revenue and adjusted EBITDA guidance. Management has implemented organizational changes to strengthen supply chain execution and remains confident in its long-term growth trajectory, particularly with the expanding data center pipeline.