FuelCell Energy, Inc. - Form 8-K Filing

FuelCell Energy, Inc. filed a Form 8-K on September 2, 2026, announcing its financial results for the third fiscal quarter ended July 31, 2026. The company reported a committed backlog of $1.3 billion, an increase of approximately 4.1% year-over-year, and added $2.4 billion to its awarded capacity backlog. Key developments include the execution of the first Capacity Reservation Agreement with a major data center operator for a 75 MW project and the delivery of the first two carbon capture modules to ExxonMobil. Revenue for the quarter was $33.0 million, a decrease of 29% compared to the previous year, with a gross loss of $(24.5) million. The company is focused on expanding its Torrington, CT manufacturing facility to 500 MW of annualized production capacity, with completion expected by June 2028. They also announced a Memorandum of Understanding with Siemens to support larger commercial projects. FuelCell Energy reported $737.3 million in cash, cash equivalents, restricted cash, and restricted cash equivalents as of July 31, 2026.