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NASDAQ · US · Electrical Equipment & Parts

EOSE Eos Energy

Zinc-based long-duration storage

Easing At least one of its supply chains is easing. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$1.68
−2.66% today
1W
−7.0%
1M
−46.8%
3M
−50.0%
YTD
−85.3%
1Y
−89.5%
Off 52w high
−91.2%
Next earnings (est.): 2026-11-05
Market cap$626M
P/E (trailing)—Forward -9.9
EV / sales7.8×EV/EBITDA -5.9×
Revenue (TTM)$214MGrowth 351.4% y/y
Margins-84.8%gross · op -121.9%
Free cash flow-$324MCash $305M · debt $641M
Analyst target$6.19+267.6% upside · 8 analysts · buy
Riskβ 2.88Short 37.4% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

EOSE · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-05EarningsMiss / cut

    Reported EPS -0.64 vs -0.28 expected (-123.6% surprise).

  2. 7
    2026-05-13EarningsBeat / raise

    Reported EPS 1.28 vs -0.24 expected (+641.6% surprise).

  3. 6
    2026-02-26EarningsMiss / cut

    Reported EPS -0.72 vs -0.24 expected (-196.7% surprise).

  4. 5
    2025-11-05EarningsMiss / cut

    Reported EPS -2.77 vs -0.14 expected (-1878.6% surprise).

  5. 4
    2025-07-30EarningsMiss / cut

    Reported EPS -0.37 vs -0.12 expected (-200.0% surprise).

  6. 3
    2025-05-06EarningsBeat / raise

    Reported EPS 0.06 vs -0.16 expected (+140.3% surprise).

  7. 2
    2025-03-04EarningsMiss / cut

    Reported EPS -1.22 vs -0.21 expected (-480.9% surprise).

  8. 1
    2024-11-05EarningsMiss / cut

    Reported EPS -0.47 vs -0.16 expected (-192.5% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-05-0.28-0.64−123.6%
2026-05-13-0.241.28+641.6%
2026-02-26-0.24-0.72−196.7%
2025-11-05-0.14-2.77−1878.6%
2025-07-30-0.12-0.37−200.0%
2025-05-06-0.160.06+140.3%
2025-03-04-0.21-1.22−480.9%
2024-11-05-0.16-0.47−192.5%
2024-08-06-0.15-0.57−279.1%
2024-05-14-0.22-0.21+2.5%
2024-03-04-0.18-0.42−135.1%
2023-11-06-0.30.5+266.4%
2023-08-14-0.27-0.42−54.1%
2023-05-09-0.69-0.82−18.5%
2023-02-28-0.84-0.65+23.1%
2022-11-07-0.91-1.12−23.1%
2022-08-01-0.63-1.01−59.5%
2022-05-09-0.54-0.99−83.5%
2022-02-25-0.48-0.57−18.8%
2021-11-10-0.48-0.34+29.2%
2021-08-11-0.2-0.89−331.9%
2021-05-12-0.16-0.4−142.5%

About Eos Energy

Website ↗

Eos Energy Enterprises, Inc. designs, develops, manufactures, and markets energy storage solutions for utility-scale, microgrid, and commercial and industrial applications in the United States. The company offers Znyth technology battery energy storage system (BESS), which provides operating flexibility to manage increased grid complexity and price volatility. It also provides the Z3 battery module that provides utilities, independent power producers, renewables developers, and commercial and industrial customers with an alternative to lithium-ion and lead-acid monopolar batteries for critical 3- to 12-hour discharge duration applications; a battery management system, which provides remote asset monitoring capability and service to track the performance and health of BESS and identify future system performance issues through predictive analytics; and project management and commissioning …

787 employees · Pittsburgh, United States

Cell capacity is abundant but concentrated in China. Tariffs and foreign-entity rules make non-China supply the scarce version.

Cathode / anode→Cell→System→Grid

What would prove us wrong. Strengthens if non-China cell supply cannot meet US qualified demand.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
FLNC
Fluence Energy
Grid-scale storage systems $5.55−0.63%−29.2%−71.9%
TSLA
Tesla
Megapack storage, Optimus and autonomy $394.9+6.08%+6.1%−12.2%
300750.SZ
CATL
Largest battery cell maker ¥238.0+0.17%−21.8%−33.9%
373220.KS
LG Energy Solution
Non-China cells incl. US LFP ₩375,000−2.09%+6.5%+1.8%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.