40% 32% 7% 13% ✓ Feasibility study ✓ Develop project plan ✓ Monitor regulations ✓ Clear project requirements ✓ Gather customer specs ✓ Analyze use cases ✓ Commercial & technical proposal ✓ Finalize commercial terms ✓ Contract negotiation ✓ Letter of intent ✓ Open closing conditions ✓ Binding agreement ✓ Open closing conditions ✓ Purchase orders and/or MSA with down payment 8 Commercial Opportunity Pipeline & Orders Backlog Current Commercial Activity Q1 LOI conversion increased commercial backlog to over $6 ...

Eos Energy Enterprises, Inc. (EOSE) came out with a quarterly loss of $0.23 per share versus the Zacks Consensus Estimate of a loss of $0.24. This compares to loss of $0.82 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 4.17%. A quarter ago, it was expected that this company would post a loss of $0.22 per share when it actually produced a loss of $0.16, delivering a surprise of 27.27%. Over the last four quarters, the compan ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to (732) 225-8400 Registrant's telephone number, including area code Commission file number 001-39291 EOS ENERGY ENTERPRISES, INC. (Exact name of registrant as specified ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 3920 Park Avenue Edison, New Jersey 08820 (Address of principal executive offices, including zip code) Registrant's telephone number, including area code: (732) 225-8400 N/A Date of Report (Date of earliest event reported): May 14, 2024 EOS ENERGY ENTERPRISES, INC. (Exact name of registrant as specified in its charter) Delaware 001-39291 84-42 ...

First Quarter Highlights Eos Chief Executive Officer Joe Mastrangelo said, "We've now shipped over 110 Z3 Cubes to five separate customers since the first shipment in late September. It's an incredible testament to the work of the entire Eos team, considering that last year we were still manufacturing Gen 2.3 and were yet to launch the Z3. I'm incredibly proud of the work this team has accomplished and where we stand today." Mastrangelo concluded, "We've made tremendous progress toward the goals outlined on ...

EDISON, N.J., May 09, 2024 (GLOBE NEWSWIRE) -- Eos Energy Enterprises, Inc. (NASDAQ:EOSE) ("Eos" or the "Company"), a leading provider of safe, scalable, efficient, and sustainable zinc-based long duration energy storage systems, today announced its participation at two upcoming investor conferences in June. Chief Executive Officer Joe Mastrangelo and Chief Financial Officer Nathan Kroeker will be attending and presenting at the Stifel Cross Sector Insight Conference in Boston on Wednesday, June 5, 2024. Mr ...

The market expects Eos Energy Enterprises, Inc. (EOSE) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand ...

EDISON, N.J., May 03, 2024 (GLOBE NEWSWIRE) -- Eos Energy Enterprises, Inc. (NASDAQ:EOSE) ("Eos" or the "Company"), a leading provider of safe, scalable, efficient, and sustainable zinc-based long duration energy storage systems, today announced the results of its Annual Stockholders' Meeting, which was conducted virtually. "We are deeply grateful for the continued support of our stockholders," said Joe Mastrangelo, CEO of Eos. "We are currently working to bring our first state-of-the-art manufacturing line ...

财务表现 - Eos Energy Enterprises (EOSE)在2023年第四季度报告中每股调整亏损为16美分，超过了Zacks Consensus Estimate的每股22美分的亏损[1] - 公司报告的净销售额为660万美元，同比增长148%，未达到Zacks Consensus Estimate的800万美元[3] - 销售成本为3040万美元，较去年同期下降1.3%，EOSE报告的毛亏损为2380万美元，而2022年第四季度的毛亏损为2810万美元[4] - 销售、一般和管理费用同比增长7%，研发费用为500万美元，比去年同期的360万美元增长275%[5] - 公司报告的营业亏损为4220万美元，较去年同期的4860万美元减少[6] - 公司2023年亏损为每股1.81美元，较2022年的每股3.68美元的亏损缩小，营收为1640万美元，较去年的1790万美元下降8%[8] 未来展望 - 在2024财年，公司预计营收将在6000万至9000万美元之间，计划在第二季度开始在其先进生产线1上进行初步商业生产[9] - EOSE预测2024年第四季度将实现正的贡献率，这一预测基于全年各项降本措施的实施[10] 股价表现 - EOS Energy的股价在过去一年中下跌了43.5%，而行业增长了18.9%[11]

财务数据和关键指标变化 - 2023年第四季度收入为660万美元,同比增长148%,环比增长866%,主要由于从Gen 2.3过渡到Eos Z3 Cube [1][2] - 2023年全年收入为1640万美元,略低于2022年的1790万美元,因为上半年还在生产Gen 2.3,下半年才开始Z3的生产 [6] - 2023年第四季度毛利率改善66%,全年毛利率改善41%,主要得益于Z3产品的更好单位经济性 [2][6] - 2023年第四季度营业费用同比下降10%,全年下降7%,主要由于没有资产减值和控制了外部服务费用 [2][6] 各条业务线数据和关键指标变化 - 公司已向4个客户发货Z3 Cube,正在进行安装调试 [1][5] - Z3 Cube的能量密度从600kWh提升到695kWh,预计到2023年底可达800kWh [11][12] - 半自动生产线的周期时间从10分钟缩短到3分钟,良品率达到97% [1][5] 各个市场数据和关键指标变化 - 美国市场是公司主要发货市场,同时也在意大利、澳大利亚和印度等市场开展合作和试点项目 [8][9] - 美国政府禁止国防部采购4家中国公司生产的电池,这为公司的美国制造产品带来了机会 [8] - 意大利计划到2030年建设9GW、71GWh的储能项目,公司已向客户发货1个Z3 Cube进行测试 [8] - 澳大利亚和印度市场也是公司重点关注的区域,正在寻找合适的合作伙伴开展商业试点项目 [8][9] 公司战略和发展方向及行业竞争 - 公司采用高效的资本模型建设产能,相比于锂电池制造,每1GWh的资本支出只需3000万美元 [10] - 公司正在建设先进的自动化生产线,预计2024年第二季度投产,这将进一步降低成本 [10][11] - 公司已与TETRA和SABIC签订长期供应协议,锁定关键原材料,并正在开发美国本土供应商 [11] - 公司产品设计简单,不需要洁净室和起重机,可以在当地快速建立生产线,有利于国际市场拓展 [13] 管理层对经营环境和未来前景的评论 - 公司2023年收入低于预期,主要是为了平衡产能建设和客户交付时间,保证资金充足 [13][14] - 公司预计2024年收入在6000万-9000万美元之间,第四季度实现正贡献利润 [16][17] - 公司相信通过进一步优化设计、提高自动化水平和规模效应,成本还有很大下降空间 [17][18] - 公司将继续专注于执行生产线建设计划,转化管线中的机会订单,实现盈利目标 [14] 问答环节重要的提问和回答 问题1 **Christopher Souther 提问** 询问2024年收入指引与之前披露的75-100百万美元订单背景有何差异 [9] **Joseph Mastrangelo 回答** 收入指引考虑了客户项目进度、公司产能爬坡等多方面因素,存在一定谨慎性 [9][13][14] 问题2 **Thomas Curran 提问** 询问公司对客户需要多长时间的运行数据才会下单的看法 [11][12] **Joseph Mastrangelo 回答** 不同客户类型对此有不同要求,公司正在与客户沟通转化管线机会 [11][12] 问题3 **Joseph Osha 提问** 询问公司未来成本下降的主要驱动因素 [17][18] **Joseph Mastrangelo 回答** 除了规模效应,公司还将通过优化设计、提高自动化水平等方式持续降低成本 [17][18]