Zinc-bromine battery energy storage • SPAC Nov 2020 • Calendar FY (Dec 31) • Turtle Creek, PA
Revenue Guidance Points
5
Hit Rate (Initial)
0%
Tracking Since
FY 2021
FY2025 Revenue
$114.2M
Backlog
$701.5M
0% Hit Rate
EOSE has never met initial annual revenue guidance in 5 years of public history. Guidance slashed mid-year in FY2021, FY2022, FY2024, and missed again in FY2025.
$701.5M Backlog
Despite execution challenges, orders backlog grew from $147.5M (2021) to $701.5M (2025). Commercial pipeline at $23.6B. DOE $303.5M loan secured.
📊 Verdict Distribution (vs. Initial Guidance)
📉 Guidance Miss Magnitude
Actual as % of initial guidance (100% = met low end)
🎯 Annual Revenue Guidance vs. Actuals ($M)
Fiscal Year
Initial Guidance
Revised Guidance
Actual
vs. Initial
vs. Revised
Miss %
📈 Annual Revenue: Initial Guidance vs. Actual ($M)
⚡ Quarterly Revenue Trend ($M) — The Hockey Stick
🔄 Guidance Revisions & Key Events Timeline
📅 Quarterly Financial Actuals
Quarter
Revenue ($M)
Adj. EBITDA ($M)
Backlog ($M)
Pipeline ($B)
Note
📦 Orders Backlog ($M)
🌍 Commercial Pipeline ($B)
💸 Quarterly Adj. EBITDA ($M) — FY2025
🏭 Production Capacity Roadmap (GWh)
Line 1: 2 GWh annualized (achieved Q4 2025, 5 weeks late) |
Line 2: Factory acceptance testing complete Q1 2026, production targeted end of Q2 2026 |
DOE Target: 8 GWh by 2027