FC
FuelCell Energy, Inc.
FCEL
Reported:
Key takeaways
- Initiated a data center strategy to capitalize on increasing power demands, positioning for strong growth opportunities in the US and Asia.
- Scaling manufacturing capacity is pivotal, with expectations of achieving positive adjusted EBITDA upon reaching a production rate of 100 megawatts per year.
- Secured $25 million financing from XM for the GGE project in Korea, highlighting the potential for similar financing models to support expansion.
- Clear policy backing under the One Big Beautiful Bill Act improves project economics, bolstering customer investment decisions.
- Entering fiscal year 2026 with strong momentum, focusing on executing contracts and converting backlog into revenues.