Fluence Energy IncFLNC
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Houston contract manufacturing ramp-up delays cut FY2026 revenue guidance and widened EBITDA loss outlook
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Energy Transition & Power Demand▼ · 2 stocks
Fluence Energy Inc
The AES CorporationAES
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Fluence Energy Cuts Fiscal 2026 Revenue Guidance to $2.4 Billion on Houston Manufacturing Delays
Fluence Energy has lowered its fiscal 2026 financial guidance, citing persistent supply-chain challenges affecting U.S. production. The company now expects fiscal 2026 revenues of approximately $2.4 billion, down from the previous guidance midpoint of about $3 billion, and below the Zacks Consensus Estimate of $2.95 billion. Fluence Energy also projects an adjusted EBITDA loss of nearly $200 million, substantially wider than its earlier forecast midpoint of a loss of around $10 million. The company said demand remains strong in both domestic and international markets and its international supply chain continues to operate effectively, but delays in ramping up production at its contract manufacturing facility in Houston have constrained its ability to convert demand into completed deliveries and revenues. Fluence Energy is restructuring its operational organization and improving coordination across supply-chain planning, manufacturing and product delivery, while its contract manufacturing partner has implemented corrective measures that have already contributed to higher daily production levels. The company aims to achieve neutral to positive operating cash flow in fiscal 2027 and is expected to report a detailed fiscal 2027 business plan and updated financial outlook when it releases fiscal 2026 results later this year.