Plug Power (PLUG) Q2 FY26 earnings call

Plug Power delivered a strong second quarter, marked by significant margin improvement and reduced cash burn, leading to a raised full-year revenue growth outlook. The company is executing on its Quantum Leap restructuring program and asset monetization initiatives, positioning it for positive EBITDA in Q4 FY26. Management expressed high confidence in the second-half trajectory, driven by material handling growth and electrolyzer momentum.