FuelCell Energy Q1 revenue rises on South Korea service agreements

Reuters03-09
FuelCell Energy Q1 revenue rises on South Korea service agreements

Overview

  • Clean energy firm's fiscal Q1 revenue grew 61% yr/yr but missed analyst expectations

  • Adjusted loss per share for fiscal Q1 beat analyst expectations

  • Negative adjusted EBITDA for fiscal Q1 missed analyst expectations

Outlook

  • FuelCell Energy targets up to 450 MW of projects with SDCL collaboration

  • Company aims to convert robust pipeline into definitive agreements

  • FuelCell Energy highlights integrated carbon-capture pathway for AI demands

Result Drivers

  • PRODUCT REVENUE GROWTH - Significant increase in product revenues driven by long-term service agreements with South Korean companies GGE and CGN

  • DECREASED OPERATING EXPENSES - Operating expenses fell due to reduced R&D and administrative costs following restructuring actions

Company press release: ID:nGNX1NyQD

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q1 Revenue

Miss

$30.53 mln

$42.22 mln (7 Analysts)

Q1 Adjusted EPS

Beat

-$0.52

-$0.65 (4 Analysts)

Q1 EPS

-$0.49

Q1 Net Income

-$26.05 mln

Q1 Adjusted EBITDA

Miss

-$17.03 mln

-$9.27 mln (6 Analysts)

Q1 EBIT

-$26.29 mln

Q1 EBITDA

-$15.77 mln

Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 6 "hold" and 2 "sell" or "strong sell"

  • The average consensus recommendation for the renewable energy equipment & services peer group is "buy."

  • Wall Street's median 12-month price target for Fuelcell Energy Inc is $8.50, about 11.8% above its March 6 closing price of $7.60

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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