Tesla Faces Civil Rights Trial as Sunrun Battery Dispatch Hits 580 Megawatts

ABM Industries raised its adjusted earnings outlook to $3.95-$4.10 per share from the earlier expectation of $3.85-$4.15, lifting the midpoint of its full-year guidance. The company also raised its full-year operating cash flow expectation to about $300 million and free cash flow to about $210 million, up $25 million from the prior free cash flow outlook. Organic revenue growth is still expected toward the high end of 3-4%, with total revenue growth toward the high end of 4-5%, while segment operating margin is projected at 7.7% to 7.8% compared with the prior range of 7.8-8%. Through the first nine months of fiscal 2026, semiconductor revenues reached about $300 million and grew 65% organically, microgrid revenues of roughly $300 million increased 17% and data center revenues of about $175 million rose 8%, aided by the recently acquired WGNSTAR and a roughly $20 million Army Corps of Engineers microgrid project planned for 2027. In the third quarter of fiscal 2026, operating cash flow reached $146.8 million and free cash flow totaled $128.4 million, while total debt declined to $1.8 billion and leverage improved to 2.9X from 3.2X in the prior quarter, with $605.8 million of available liquidity including $110.5 million of cash.

Pylontech has started mass production of its 588Ah and 601Ah prismatic LFP cells for energy storage systems at its Hefei manufacturing base, the company announced on September 21. More than 100MWh of the new cells have already been produced, and they are being integrated into Pylontech's next-generation PyOcean 6.25MWh and 8MWh energy storage systems, which are set to enter project delivery. The 601Ah cell achieves an energy density of 425.8Wh/L, a cycle life of more than 12,000 cycles and energy efficiency of 96.5%. Production at the Hefei base is supported by fully automated core processes, more than 120 industrial robots and 180 sets of intelligent manufacturing equipment, with the company's manufacturing execution system providing 100% end-to-end traceability for every cell. The move expands Pylontech's presence in the utility-scale energy storage market, where it has supplied systems for projects including a 120MW/240MWh energy storage project in Yangzhou, Jiangsu, a 200MW/400MWh standalone BESS in Ningxia, and projects in Europe.

Mitsubishi Electric Power Products, Inc. announced its new Chip-to-Grid Reference Designs, an integrated blueprint for AI factories built with NVIDIA Vera Rubin NVL72 and future next-generation NVIDIA AI infrastructure. The designs target hyperscale, neocloud, and colocation operators across North America, providing scalable architecture built around 250 MW deployment blocks that support expansion to gigawatt-scale campuses and enable rack densities to grow from approximately 200 kW today to more than 1 MW per rack. Each 250 MW deployment block can operate islanded, using on-site generation and battery energy storage with a pathway to future utility interconnection, or grid connected. The framework integrates utility interconnection, on-site generation, battery energy storage, electrical distribution, advanced cooling, and facility controls, and aligns with NVIDIA MGX rack-scale accelerated computing platforms and the NVIDIA Vera Rubin DSX AI Factory Reference Design infrastructure provisioning strategy. Tricia Breeger, President and CEO of MEPPI, said success depends on resilient energy systems and scalable infrastructure that can grow from today's deployments to tomorrow's gigawatt-scale campuses, while Vladimir Troy, Vice President of AI Infrastructure at NVIDIA, said the designs give operators a repeatable blueprint for deploying NVIDIA Vera Rubin infrastructure.