Eos Energy Enterprises said it expects first-quarter 2026 revenue of $56 million to $57 million, up from the prior period as the company posted record shipments and higher manufacturing output.
The company said quarterly shipments rose 17% sequentially, while battery output increased 10.4% and bipolar output climbed 10.6%. Bi-polar automation yields improved 22% from the previous quarter, a sign of tighter process control and more consistent production.
Eos said the revenue mix shifted toward DC-system projects in the quarter, while AC-coupled projects — which can include additional equipment sales depending on customer configuration — made up a smaller share of business.
On the capacity side, the company completed factory acceptance testing for its second production line, with initial production targeted for the end of the second quarter. Eos said the new line was designed to expand output and improve efficiency, including a single-piece flow layout and advanced pick-and-place systems. The company said the redesign cuts raw material travel distance by about 86% and reduces battery line length by about 40%.
Eos also added two senior executives: Erik Todd as executive vice president of sales and Cristi Thomas as senior vice president of projects and delivery. Today the company's shares have moved -5.49% to a price of $4.82. For more information, read the company's full 8-K submission here.
