Fluence Cuts FY26 Outlook as Supply Chain Woes Hit U.S. Production
FLNC is trading near its 52-week low of $7.26 (0.7% below the low).
Summary
Fluence Energy updated its fiscal 2026 expectations, citing continuing supply chain issues that are affecting its U.S. production. The company now expects FY26 revenue of approximately $2.4 billion, down from prior midpoint of $3.0 billion, and adjusted EBITDA loss of approximately $200 million, versus prior midpoint loss of $10 million. The update comes after a disastrous fiscal Q3 reported on August 6, when adjusted loss per share was $0.24 versus the $0.02 loss expected. The stock is trading near its 52-week low of $7.26, and major shareholders AES Grid Stability and Qatar Investment Authority filed Form 144s in June to sell a combined 19.27 million shares. Fluence also named a new operating chief, Da Santos, who most recently served as senior strategic adviser to the president of AES Corp. This guidance update signals further operational headwinds and likely downward pressure on estimates.
Updated with an SEC 8-K filing · What changed
Updates
· SEC 8-K — Fluence now expects FY26 revenue of approximately $2.4 billion, down from prior midpoint of $3.0 billion, and adjusted EBITDA loss of approximately $200 million, versus prior midpoint loss of $10 million.
At the time of this announcement, FLNC was trading at $7.21 on NASDAQ in the Energy & Transportation sector, with a market capitalization of approximately $1.7B. The 52-week trading range was $7.26 to $33.51. This news item was assessed with negative market sentiment and an importance score of 8 out of 10. Source: Dow Jones Newswires.