Fluence Energy Q2 FY2026: Record Backlog, Data Center Expansion

Fluence Energys Q2 FY2026 earnings show robust growth, with revenue up 8% to $465M and adjusted gross margin at 11.1%, within their target range. Theyve set a new record backlog of $5.6B and year-to-date orders doubled, reaching $2B. Order intake surged with over $600M in Q3, driven by expansions into data centers and master supply agreements with major hyperscalers. Investors are excited about the momentum, with 50% of orders from new customers in core segments. Fluences strong U.S. supply chains and new deals give them a competitive edge. Theyre reaffirming full-year guidance, with revenue expected between $3.2B and $3.6B, and adjusted EBITDA between $40M and $60M. Liquidity stands at $900M, ready to fuel second-half growth. Fluence is well-positioned to capitalize on energy storage opportunities, both in existing and new markets. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/e64ff50c5132f30c