Eos Energy Enterprises, Inc. — Form 8-K

Eos Energy raised Q2 2026 revenue to $68.8M (351% YoY) and expanded backlog to $807M (up 25% sequentially, 3.4 GWh capacity). Post-quarter, it booked $100M purchase order from FPUSA for Blanquilla Phase I; secured $263M gross proceeds for FPUSA joint venture (exceeding $250M target); awarded Golden Dome for America defense contract; and launched Line 2 production at Thorn Hill with 10% faster cycle times. However, the company tightened full-year 2026 revenue guidance from $300-400M to $300-350M due to manufacturing consolidation timing into Thorn Hill facility. Q2 gross loss was $48.8M (negative 71% margin, improving 132 bps YoY), and net loss attributable to shareholders was $275.7M primarily from mark-to-market fair value adjustments on liabilities.