Eos Energy Enterprises

Sources - 34

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1. S01primarycompany filing2026-08-05
   Eos Form 10-Q for the quarter ended 30 June 2026
   the income statement with 45X credits inside cost of goods, revenue by type (related-party product) and by country, customer concentration, the balance sheet, cash flow, the debt table with principal and carrying value, covenants, the Series B preferred and warrant notes, remaining performance obligations, the class action, and subsequent events (the direct offering, the rights offering, the FPUSA contribution)
   backsC03C04C05C06C07C08C10C13C17C18C41C42C43C50C51
2. S02primarycompany release2026-08-05
   Eos Q2 2026 results release, Form 8-K Exhibit 99.1
   the related-party project at about 80% of revenue and FPUSA at 49% of backlog volume, backlog of $807M and 3.4 GWh, the $24.6B pipeline, the guide narrowed to $300M to $350M, adjusted gross margin and adjusted EBITDA, the Blanquilla order, the CAPAC agreement and the Golden Dome award
   backsC03C04C11C12C14C44
3. S03primarycompany filing2026-02-26
   Eos Form 10-K for 2025
   Item 1 on the Z3 product, the Znyth chemistry and the two Pennsylvania plants, the Competition section naming lithium-ion and long-duration rivals, the 45X and DOE loan terms, customer concentration, employees, the going-concern conclusion lifted, the induced conversion and the maturity table
   backsC01C02C08C13C18C34C41C43C51
4. S04primarycompany release2026-02-26
   Eos Q4 and full-year 2025 results release, Form 8-K Exhibit 99.1
   Q4 revenue of $58.0M and the year's $114.2M, management's disappointment at missing its revenue expectation, the late capacity milestone, the 2026 guide of $300M to $400M and year-end backlog and cash
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5. S05primarytranscript2026-08-07
   Eos Q2 2026 earnings call transcript (FMP)
   the 72-point margin path, Turtle Creek's 1.5 GWh annualised June rate and Line 2 at 1% of production, fleet round-trip efficiency, the pipeline's duration and data-centre mix, the 36% FPUSA stake, the CEO's case on PJM and Virginia's 10-hour carve-out, and the analysts' questions on margin timing and the guide

   these initiatives provide what we believe is a clear path to over 72 points of adjusted gross margin improvement over the next 12 months

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6. S06primarycompany filing2026-08-06
   Eos Form 8-K of 6 August 2026: Frontier Power USA closing (LLC agreement, side letter, DOE third amendment)
   the unit table (Eos 112.6M Class B, Cerberus 150.0M including 50.0M founder units, Hudson Bay 50.0M), four of seven managers to Cerberus, the liquidation waterfall, the 2 GWh purchase commitment and capacity reservation agreement dated 11 May 2026, Hudson Bay's exchange right and the DOE consent moving the lines to Thorn Hill
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7. S07primarycompany filing2026-05-13
   Eos Form 8-K of 13 May 2026: Frontier Power USA term sheet and press release
   the venture's design, the roughly $150M rights-offering target and the firm 2 GWh capacity reservation as described at announcement
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8. S08primarycompany filing2026-09-14
   Eos Form 8-K of 14 September 2026: third DOE loan advance
   the $87.0M advance funded on 10 September, about $178M drawn in total, and Thorn Hill at about 4 GWh with two lines
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9. S09primarycompany filing2026-08-31
   Eos Form S-3ASR resale shelf for Cerberus and Hudson Bay
   Cerberus beneficially owning 195,847,758 shares, 35.0%, all through warrants and preferred, and the lock-up to 21 December 2026
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10. S10primarycompany filing2026-04-14
    Eos proxy statement (DEF 14A) for the 2026 annual meeting
    officers and their histories, the beneficial ownership table, the summary compensation table, the 2025 bonus metrics and payout, the long-term award mix and the say-on-pay vote
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11. S11primarycompany filing2026-08-25
    Eos Form 8-K of 25 August 2026 and 8-K/A of 16 September 2026: chief commercial officer change
    Buczkowski appointed chief commercial officer and Kroeker leaving on 20 October 2026, with his separation terms
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12. S12primarycompany filing2026-04-30
    Eos Form 8-K of 30 April 2026: chief financial officer appointment
    Lagi named chief financial officer from 8 June 2026, after Javidi's termination in May 2025 and Kroeker's interim year
    backsC37
13. S13primarycompany filing2026-09-16
    Forms 4 filed March and September 2026 (Mastrangelo, Puri, Dimitrief, Urban, Song)
    the chief executive's discretionary purchases of 60,000 and 23,900 shares in March 2026, the September sales under 10b5-1 plans to cover tax on vested performance shares, and a new director's purchase of 15,000 shares
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14. S14primarycompany release2026-08-27
    Eos release: manufacturing to consolidate at Thorn Hill
    the line move from the fourth quarter of 2026 to early 2027, about 250 employees affected, a 10% to 15% cut in conversion cost from 2027 and Thorn Hill at about 4 GWh once both lines run

    The move is expected to begin in the fourth quarter of 2026 and be completed in early 2027, subject to customary lender approvals.

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15. S15primarycompany release2026-09-02
    Eos release: MN8 Energy, Google and Eos project in West Virginia
    the first project under the MN8 supply agreement: 100 MWh of Eos at ten hours beside 280 MWh of lithium-ion, the Eos part following in 2030

    10 MW/100 MWh of Eos’ Z3™ zinc-based long-duration energy storage, and 70 MW/280 MWh of lithium-ion energy storage

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16. S16primarycompany filing2026-07-23
    Eos Form 8-K of 23 July 2026: rights offering results
    6,885,218 units subscribed of 27,367,171 offered at $5.481
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17. S17secondaryvendor data2026-10-06
    Research pack (FMP market tier, FINRA short interest, filed competitor cohort)
    the $3.27 close of 5 October, the 52-week range and 252-day return with its decomposition, short interest at the 15 September settlement, the analyst split and revenue consensus, the reactions to each print, the company value and the EV/Sales cohort, and the next earnings date
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18. S18primarygovernment data2026-08-07
    U.S. Energy Information Administration, Today in Energy: battery storage capacity EIA
    43.6 GW of US battery capacity at the end of 2025, 8.3 GW added in the first half of 2026 and the planned additions for 2026 to 2028, in power rather than energy

    Operators currently plan to add 26 GW in 2027 and 14 GW in 2028.

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19. S19primaryindustry data2026-03-24
    Wood Mackenzie and American Clean Power, US Energy Storage Monitor release Wood Mackenzie
    18.9 GW installed in the US in 2025, half a terawatt-hour forecast for 2026 to 2031, and utility-scale system prices up 23% in a year

    The report projects that the U.S. will install half a TWh of storage between 2026-2031

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20. S20primaryindustry data2026-03-09
    Wood Mackenzie, long-duration energy storage outlook release Wood Mackenzie
    lithium-ion holding 85% share through 2034, long duration at 6% of 2025 installations, a 4-hour lithium-ion project at $107/kWh in China, and Eos among three long-duration firms to raise over $1B

    Lithium-ion batteries have captured the economically critical four to eight-hour storage market through superior cost and supply chain advantages

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21. S21primaryindustry data2026-07-01
    Lazard, Levelized Cost of Energy+ (LCOE+), July 2026 Lazard
    a US 100 MW, 4-hour standalone system at $270 to $365 per kWh of capital cost, and storage costs rising again on tariffs and foreign-entity rules

    the materialization of tariffs on lithium-ion battery imports has curtailed access to the low-cost Chinese cell supply

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22. S22primaryindustry data2025-12-19
    BloombergNEF, battery price survey: new record lows BloombergNEF
    the stationary lithium-ion pack price and China's stationary-cell output at over double global installations

    The average pack price for stationary storage systems dropped to $70/kWh, 45% lower than in 2024.

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23. S23primaryregulator2025-09-29
    U.S. EPA Region 9: Moss Landing lithium-ion battery cleanup EPA
    the scale of the Moss Landing fire and, in the September 2026 release, removal and demolition running to mid-2027

    The facility contained approximately 100,000 lithium-ion battery modules, of which about 55 percent were damaged in the incident.

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24. S24primaryregulator2025-07-04
    26 U.S.C. § 7701(a)(52) and § 48E, as amended by Public Law 119-21 (Cornell LII) U.S. Congress
    the non-prohibited-foreign-entity cost share an energy storage project needs, 55% in 2026 rising to 75% after 2029, and § 48E's exclusion of storage with prohibited-foreign-entity material assistance and its 10-point domestic content bonus

    in the case of energy storage technology the construction of which begins- ... during calendar year 2026, 55 percent

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25. S25primaryregulator2025-07-04
    26 U.S.C. § 45X advanced manufacturing production credit (Cornell LII) U.S. Congress
    $35 per kWh for a battery cell and $10 per kWh for a module, phasing down from 2030 to nothing after 2032

    in the case of a battery cell , an amount equal to the product of- $35, multiplied by

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26. S26primarycompany filing2025-11-25
    Fluence Energy Form 10-K for the year ended 30 September 2025 FLNC
    6.8 GW and 17.8 GWh deployed, 9.1 GW of contracted backlog, and US-made modules in Utah using Tennessee cells for its domestic content offering
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27. S27primarycompany filing2026-07-23
    Tesla Form 10-Q for the quarter ended 30 June 2026 TSLA
    22.3 GWh of energy storage deployed in the first half of 2026
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28. S28primarycompany filing2026-08-11
    ESS Tech Form 10-Q for the quarter ended 30 June 2026 GWH
    substantial doubt about continuing as a going concern, $10.8M of cash and the turn to sodium-ion products
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29. S29primaryregulator2024-05-06
    Virginia State Corporation Commission, final order in Case No. PUR-2023-00162 Virginia SCC
    Dominion's Darbytown pilot approved, pairing Form Energy's 494 MWh iron-air system with Eos's 16 MWh zinc system, and the order's statement that a pilot guarantees no later approval

    the Eos Energy Zinc Hybrid BESS is a 4 MW /16 MWh AC system

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30. S30primarygovernment data2023-10-01
    California Energy Commission report CEC-500-2023-052, prepared by Eos California Energy Commission
    a Gen 2.3 demonstration at San Diego Gas & Electric with 59% to 78% DC efficiency; written by Eos and not approved by the Commission

    Out of the 27 data points, or cycles, depicted, the Average Round Trip Efficiency was found to be 75.2 percent

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31. S31primaryregulator2024-12-03
    U.S. DOE Loan Programs Office: $303.5M loan guarantee to Eos U.S. Department of Energy
    the guarantee's closing, its purpose of financing production lines and the 8 GWh four-line plan the lender underwrote

    All four lines of the project are expected to manufacture 8 GWh of storage capacity annually by 2027

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32. S32primarygovernment data2023-07-27
    U.S. DOE, Pathways to Commercial Liftoff: Long Duration Energy Storage (summit slides) U.S. Department of Energy
    the department's taxonomy, in which short duration runs up to 10 hours and long duration starts above it

    10-15 GW Annual manufacturing & deployment capacity needed by 2035

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33. S33primaryindustry data2025-12-11
    Ember, How cheap is battery storage? Ember
    about $125/kWh of total capital cost for a 4-hour-plus system outside the US and China, and smaller savings per kWh beyond four hours

    total equipment costs are 10-15% cheaper for four-hour projects

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34. S34secondarynews2026-08-12
    Boston Globe: Form Energy raises $750 million for West Virginia battery plant
    Form Energy's $750M equity raise and its statement that backlog has quadrupled this year

    securing $750 million in new equity investments

    read, but no claim rests on it