Fluence cuts revenue outlook and widens expected operating loss

Fluence ($FLNC) Energy reduced its fiscal 2026 revenue forecast to approximately $2.4 billion, compared with the previous $3 billion midpoint. It now expects an adjusted EBITDA loss of about $200 million, substantially worse than the prior midpoint calling for a $10 million loss. The revision follows delays in ramping manufacturing at its contracted facility in Houston.

Management said demand remained strong in domestic and international markets, but production constraints were preventing the company from converting that demand into expected shipments. It reported improving daily output after corrective actions and outlined operational restructuring. Fluence is targeting neutral-to-positive operating cash flow in fiscal 2027. That remains a management objective, not evidence that the manufacturing disruption has already been resolved or that profitability has recovered.

Sources:

• Fluence — revised fiscal guidance, company release reprint