Eos Energy Enterprises (EOSE)
Market Price (4/15/2026): $6.37 | Market Cap: $2.0 BilSector: Industrials | Industry: Electrical Components & Equipment
Eos Energy Enterprises (EOSE)
Market Price (4/15/2026): $6.37Market Cap: $2.0 BilSector: IndustrialsIndustry: Electrical Components & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 632% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -65% Megatrend and thematic driversMegatrends include Renewable Energy Transition, Battery Technology & Metals, and Sustainable Infrastructure. Themes include Battery Storage & Grid Modernization, Show more. | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -257 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -225% Expensive valuation multiplesP/SPrice/Sales ratio is 17x Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 22% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -185%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -233% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -54% High stock price volatilityVol 12M is 118% Significant short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 32% Short seller reportFuzzy Panda Research report on 10/30/2025. Key risksEOSE key risks include [1] a substantial 'going concern' risk driven by high cash burn and dependence on external financing, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 632% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -65% |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, Battery Technology & Metals, and Sustainable Infrastructure. Themes include Battery Storage & Grid Modernization, Show more. |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -257 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -225% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 17x |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 22% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -185%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -233% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -54% |
| High stock price volatilityVol 12M is 118% |
| Significant short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 32% |
| Short seller reportFuzzy Panda Research report on 10/30/2025. |
| Key risksEOSE key risks include [1] a substantial 'going concern' risk driven by high cash burn and dependence on external financing, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Missed Q4 2025 Revenue Expectations and Disappointing 2026 Revenue Guidance. Eos Energy reported fourth-quarter 2025 revenue of $58.0 million and full-year 2025 revenue of $114.2 million, which, despite representing more than seven times year-over-year growth, fell short of analysts' consensus expectations. Analysts had anticipated approximately $93.36 million in revenue for Q4. Additionally, the company initiated 2026 revenue guidance of $300 million to $400 million, a figure considerably below the analyst consensus of $471 million. This financial announcement on February 26, 2026, led to an immediate stock decline of approximately 39%.
2. Significant Net Losses and Delayed Path to Profitability Due to Operational Inefficiencies. Eos Energy reported a substantial net loss of nearly $970 million for fiscal year 2025. This underperformance was attributed to challenges in scaling manufacturing operations, including "ramp-up inefficiencies, excessive battery line downtime, and delays in achieving quality targets". The company's management also revised expectations for achieving positive gross margins, pushing this target from the first quarter of 2026 to the second half of 2026. InvestingPro analysis further indicated that analysts did not anticipate profitability for Eos Energy in 2026, noting that the company is quickly burning through cash.
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Stock Movement Drivers
Fundamental Drivers
The -44.9% change in EOSE stock from 12/31/2025 to 4/14/2026 was primarily driven by a -65.2% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 11.46 | 6.32 | -44.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 63 | 114 | 80.0% |
| P/S Multiple | 49.1 | 17.0 | -65.2% |
| Shares Outstanding (Mil) | 272 | 308 | -11.8% |
| Cumulative Contribution | -44.9% |
Market Drivers
12/31/2025 to 4/14/2026| Return | Correlation | |
|---|---|---|
| EOSE | -44.9% | |
| Market (SPY) | -5.4% | 40.2% |
| Sector (XLI) | 11.8% | 32.2% |
Fundamental Drivers
The -44.5% change in EOSE stock from 9/30/2025 to 4/14/2026 was primarily driven by a -78.7% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 11.39 | 6.32 | -44.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 34 | 114 | 237.9% |
| P/S Multiple | 80.1 | 17.0 | -78.7% |
| Shares Outstanding (Mil) | 238 | 308 | -22.8% |
| Cumulative Contribution | -44.5% |
Market Drivers
9/30/2025 to 4/14/2026| Return | Correlation | |
|---|---|---|
| EOSE | -44.5% | |
| Market (SPY) | -2.9% | 42.8% |
| Sector (XLI) | 12.8% | 35.8% |
Fundamental Drivers
The 67.2% change in EOSE stock from 3/31/2025 to 4/14/2026 was primarily driven by a 631.8% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 3312025 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.78 | 6.32 | 67.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 16 | 114 | 631.8% |
| P/S Multiple | 53.0 | 17.0 | -67.8% |
| Shares Outstanding (Mil) | 219 | 308 | -29.0% |
| Cumulative Contribution | 67.2% |
Market Drivers
3/31/2025 to 4/14/2026| Return | Correlation | |
|---|---|---|
| EOSE | 67.2% | |
| Market (SPY) | 16.3% | 30.8% |
| Sector (XLI) | 33.7% | 28.7% |
Fundamental Drivers
The 145.9% change in EOSE stock from 3/31/2023 to 4/14/2026 was primarily driven by a 537.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 3312023 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.57 | 6.32 | 145.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 18 | 114 | 537.2% |
| P/S Multiple | 11.0 | 17.0 | 55.1% |
| Shares Outstanding (Mil) | 77 | 308 | -75.1% |
| Cumulative Contribution | 145.9% |
Market Drivers
3/31/2023 to 4/14/2026| Return | Correlation | |
|---|---|---|
| EOSE | 145.9% | |
| Market (SPY) | 63.3% | 26.1% |
| Sector (XLI) | 78.7% | 25.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EOSE Return | -64% | -80% | -26% | 346% | 136% | -51% | -73% |
| Peers Return | 26% | -5% | 117% | 90% | 23% | 49% | 797% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 81% |
Monthly Win Rates [3] | |||||||
| EOSE Win Rate | 25% | 25% | 42% | 67% | 58% | 50% | |
| Peers Win Rate | 65% | 42% | 67% | 67% | 54% | 78% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| EOSE Max Drawdown | -64% | -87% | -31% | -41% | -32% | -62% | |
| Peers Max Drawdown | -7% | -37% | -9% | -7% | -32% | -2% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: POWL, FPS, ETN, VRT, EMR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/14/2026 (YTD)
How Low Can It Go
| Event | EOSE | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -96.8% | -25.4% |
| % Gain to Breakeven | 3038.1% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
Compare to POWL, FPS, ETN, VRT, EMR
In The Past
Eos Energy Enterprises's stock fell -96.8% during the 2022 Inflation Shock from a high on 1/12/2021. A -96.8% loss requires a 3038.1% gain to breakeven.
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About Eos Energy Enterprises (EOSE)
AI Analysis | Feedback
- Tesla for stationary, grid-scale batteries.
- A pure-play grid-scale battery storage provider, similar to Fluence Energy.
AI Analysis | Feedback
- Eos Znyth DC battery system: This is the company's flagship product, designed to meet the requirements of the grid-scale energy storage market.
- Stationary battery storage solutions: Eos Energy Enterprises designs, manufactures, and deploys these solutions for utility, commercial and industrial, and renewable energy markets.
AI Analysis | Feedback
Eos Energy Enterprises (EOSE) designs, manufactures, and deploys battery storage solutions primarily for other companies rather than individuals. Its major customers operate within the utility, commercial and industrial, and renewable energy markets. Based on recent announcements and company disclosures, some of Eos Energy Enterprises' major customers include:- Pine Gate Renewables (Private Company)
- Bridgelink Power (Private Company)
- Standard Power (Private Company)
- International Electric Power (IEP) (Private Company)
AI Analysis | Feedback
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Joe Mastrangelo, Chief Executive Officer
Joe Mastrangelo joined Eos Energy Enterprises as Chief Executive Officer in 2019, bringing three decades of leadership across the global energy sector. Prior to Eos, he served as CEO of GE's Power Conversion business and as President and CEO of Gas Power Systems for GE Power, where he led global operations with over 15,000 employees across more than 60 countries. His career at General Electric also included ten years with GE Oil & Gas in leadership roles in finance, quality, and commercial operations, culminating in his appointment as a GE Corporate Officer in 2008. He began his career in GE's Financial Management Program and on its Corporate Audit Staff.
Nathan Kroeker, Interim Chief Financial Officer and Chief Commercial Officer
Nathan Kroeker was appointed interim Chief Financial Officer on May 27, 2025, while continuing in his role as Chief Commercial Officer, a position he transitioned to in March 2025. He previously served as Eos's Chief Financial Officer from January 2023 to March 2025, during which time he secured over $850 million in transformative financing for the company. With over 25 years of finance and energy industry experience, Nathan Kroeker was previously the Chief Financial Officer of Spark Energy before becoming its Chief Executive Officer in 2014, where he successfully led the company's IPO on NASDAQ.
John Mahaz, Chief Operating Officer
As Chief Operating Officer, John Mahaz is responsible for Eos Energy Enterprises' operations, supply chain, and manufacturing strategy. He brings over three decades of experience in global manufacturing, operations, supply chain, and business development from his tenure at Jabil Inc., a multibillion-dollar global manufacturing solutions provider. His most recent role at Jabil Inc. was Senior Vice President of Operations for Europe and the Americas, where he oversaw operations generating over $14 billion in annual revenue and managed more than 70,000 employees across over 30 factories worldwide.
Michael Silberman, Chief Legal Officer
Michael Silberman possesses over 25 years of experience in various legal functions. From 2020 to 2023, he served as General Counsel, Chief Compliance Officer, and Corporate Secretary at Trecora Resources, a NYSE-listed international diversified technology and specialty materials company. In this role, he managed all legal and compliance matters globally, including overseeing the successful sale of Trecora Resources to a private equity firm in 2022.
Francis Richey, Chief Technology Officer
Further background information for Francis Richey was not available in the provided search results.
AI Analysis | Feedback
Key Risks to Eos Energy Enterprises (EOSE)
Eos Energy Enterprises (EOSE) faces several significant risks, primarily centered around its financial viability, operational execution, and the resulting legal challenges.
- Financial Performance and Path to Profitability: Eos Energy Enterprises has demonstrated persistent financial challenges, marked by substantial net losses, negative cash flows, and significant cash burn. For instance, the company reported a staggering net loss of approximately $970 million for fiscal year 2025 and an Adjusted EBITDA loss of $52.7 million for Q3 2025. The company has repeatedly missed its revenue guidance and pushed back targets for achieving positive margins and profitability, indicating structural difficulties in converting revenue growth into sustainable financial health. This ongoing inability to achieve profitability raises concerns about its long-term financial stability and its capacity to sustain operations without continuous capital infusions.
- Operational Execution and Production Issues: The company has encountered severe operational inefficiencies and production challenges that directly impact its ability to meet demand and financial targets. These issues include battery line downtime running significantly above industry norms, difficulties in its automated bipolar production achieving quality targets, and broader production inefficiencies. These operational setbacks were a primary reason for the company's significant revenue miss for full-year 2025, falling considerably short of its own guidance. The challenges in scaling production and ensuring quality are critical for a manufacturing-based company in an early commercialization stage.
- Legal and Regulatory Risks (Securities Fraud Lawsuits): Eos Energy Enterprises is currently facing multiple class-action lawsuits alleging securities fraud. These lawsuits claim that the company and its executives issued misleading statements regarding production capabilities, performance targets, and financial guidance. The initiation of these legal actions followed significant drops in the company's stock price after it reported lower-than-expected revenues and acknowledged production issues. Such legal entanglements can lead to substantial financial penalties, damage to its reputation, and further erosion of investor confidence, complicating future financing efforts and market perception.
AI Analysis | Feedback
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AI Analysis | Feedback
The addressable market for Eos Energy Enterprises' main products, which are stationary battery storage solutions for utility, commercial and industrial, and renewable energy markets, is substantial and projected to grow significantly.
Global Market Size for Stationary Energy Storage
The global stationary energy storage market size shows varying estimates across different reports, highlighting the dynamic nature of this growing sector:
- One estimate valued the global stationary energy storage market at approximately USD 120.69 billion in 2025, with projections to reach USD 262.15 billion by 2034, demonstrating a Compound Annual Growth Rate (CAGR) of 10.18% during this forecast period.
- Another report estimated the market at USD 24.3 billion in 2025, forecasting growth to USD 72.2 billion by 2035 at an 11.5% CAGR.
- A different analysis put the global stationary energy storage market at USD 37.9 billion in 2022, with a significant surge expected to USD 334.6 billion by 2032, driven by a remarkable CAGR of 24.6% from 2023 to 2032.
- Furthermore, the stationary battery storage market was estimated at USD 95 billion in 2024 and is projected to grow to USD 189.36 billion by 2031, with a CAGR of 10.24% from 2025.
Global Grid-Scale Stationary Battery Storage Market
Focusing on the grid-scale segment, which is highly relevant to Eos Energy Enterprises, the global grid-scale stationary battery storage market was valued at USD 174.1 billion in 2024 and is expected to reach approximately USD 2.96 trillion by 2034, exhibiting a strong CAGR of 30.7% from 2025 to 2034.
Market Share by End-User (Global)
For the stationary energy storage market, the utility segment is anticipated to hold a dominant market share. In 2026, it is expected to contribute 69.54% of the total market. Other estimations indicate that utility-scale storage leads with approximately 60%, followed by commercial & industrial at around 25%, and residential at about 15%.
Regional Market Insights
Regionally, Asia Pacific has been a significant player, dominating the stationary energy storage industry with a market share of 54.93% in 2025 and is projected to be the fastest-growing market during the forecast period.
Specifically for the United States, the grid-scale stationary battery storage market was valued at over USD 43.7 billion in 2024.
AI Analysis | Feedback
Eos Energy Enterprises (EOSE) is poised for future revenue growth over the next 2-3 years, driven by several key factors:
- Scaled Manufacturing and Automation: Eos Energy is significantly increasing its production volumes and enhancing manufacturing efficiency through the implementation of subassembly automation. This operational ramp-up is crucial for converting its substantial order backlog into revenue and meeting the growing demand for its Znyth battery systems. The company successfully increased its annual production capacity to 2 GWh in 2025.
- Conversion of Robust Order Backlog and Expanding Commercial Pipeline: The company has a significant order backlog, which stood at $701.5 million (representing 2.8 GWh) at the end of 2025. Eos also boasts an expanding commercial pipeline, which reached $23.6 billion (99 GWh) at the end of 2025. This backlog and pipeline are expected to translate into substantial future revenue as projects are executed and delivered.
- Growing Demand for Long-Duration Energy Storage and Market Expansion: Eos Energy is capitalizing on the rapidly expanding market for long-duration energy storage (LDES), driven by the global shift towards renewable energy and increased electricity demand from sectors like data centers. The company's unique zinc-based Znyth™ battery system, known for its safety, sustainability, and scalability, positions it favorably against traditional lithium-ion alternatives. Eos is also looking into international expansion in markets such as Germany and the U.K.
- Product Innovation and Technological Advancements: Eos continues to innovate its product offerings, exemplified by the launch of Indensity™, a next-generation architecture designed for increased energy density, flexibility, and safety. Ongoing technological advancements also focus on improving the efficiency, safety, and cost-effectiveness of its Znyth™ battery systems, thereby enhancing its competitive edge and market appeal.
AI Analysis | Feedback
Share Issuance
- In November 2025, Eos Energy Enterprises completed a registered direct offering of approximately 35.9 million shares of common stock at $12.78 per share, generating roughly $458.2 million in proceeds.
- Concurrently in November 2025, the company closed a $600 million offering of 1.75% convertible senior notes due 2031, which provided net proceeds of approximately $580.5 million.
- In May 2025, Eos Energy Enterprises priced an offering of 18.75 million shares of common stock at $4.00 per share, with expected net proceeds of $70.5 million.
Inbound Investments
- In November 2025, Eos completed financing transactions totaling approximately $1.04 billion, including convertible notes and common stock offerings, to strengthen its balance sheet and support manufacturing expansion.
- Eos Energy Enterprises announced a strategic investment of up to $315.5 million from an affiliate of Cerberus Capital Management LP in June 2024, aimed at supporting growth and debt restructuring.
- In 2025, the company drew the first $90.9 million tranche of a Department of Energy (DOE) loan and received $21.3 million in Inflation Reduction Act (IRA) 45X Advanced Manufacturing Production Tax Credits.
Capital Expenditures
- For the full year 2025, over 98% of the $54.7 million in capital expenditures was allocated towards Property, Plant, and Equipment (PP&E), primarily for the automation of Line 1 at the Turtle Creek facility under "Project AMAZE."
- In Q4 2025, Eos Energy Enterprises invested $25.0 million in capital expenditures.
- Eos forecasts approximately $50 million in total capital expenditures to exceed 2 GWh of annual capacity, with $30 million planned to reach 1.25 GWh and an additional $8 million in 2024, followed by $20 million for subassembly automation.
Latest Trefis Analyses
Trade Ideas
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Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 189.49 |
| Mkt Cap | 81.2 |
| Rev LTM | 5,672 |
| Op Inc LTM | 1,061 |
| FCF LTM | 1,024 |
| FCF 3Y Avg | 1,263 |
| CFO LTM | 1,144 |
| CFO 3Y Avg | 1,445 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 10.3% |
| Rev Chg 3Y Avg | 21.7% |
| Rev Chg Q | 13.1% |
| QoQ Delta Rev Chg LTM | 3.1% |
| Op Mgn LTM | 18.8% |
| Op Mgn 3Y Avg | 16.5% |
| QoQ Delta Op Mgn LTM | 0.5% |
| CFO/Rev LTM | 16.0% |
| CFO/Rev 3Y Avg | 16.4% |
| FCF/Rev LTM | 13.6% |
| FCF/Rev 3Y Avg | 13.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 81.2 |
| P/S | 7.6 |
| P/EBIT | 30.2 |
| P/E | 38.2 |
| P/CFO | 34.9 |
| Total Yield | 2.3% |
| Dividend Yield | 0.1% |
| FCF Yield 3Y Avg | 2.8% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 11.9% |
| 3M Rtn | 17.6% |
| 6M Rtn | 13.1% |
| 12M Rtn | 48.1% |
| 3Y Rtn | 150.0% |
| 1M Excs Rtn | 6.8% |
| 3M Excs Rtn | 18.3% |
| 6M Excs Rtn | 8.4% |
| 12M Excs Rtn | 24.5% |
| 3Y Excs Rtn | 92.2% |
Price Behavior
| Market Price | $6.32 | |
| Market Cap ($ Bil) | 1.9 | |
| First Trading Date | 06/03/2020 | |
| Distance from 52W High | -67.1% | |
| 50 Days | 200 Days | |
| DMA Price | $7.72 | $10.35 |
| DMA Trend | indeterminate | down |
| Distance from DMA | -18.2% | -38.9% |
| 3M | 1YR | |
| Volatility | 138.9% | 118.5% |
| Downside Capture | 2.89 | 1.89 |
| Upside Capture | 147.06 | 329.24 |
| Correlation (SPY) | 32.7% | 29.0% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.57 | 4.39 | 3.91 | 4.14 | 1.87 | 2.00 |
| Up Beta | -1.96 | 1.70 | 1.86 | 2.64 | 1.32 | 1.17 |
| Down Beta | 4.95 | 0.92 | 2.87 | 2.57 | 1.03 | 1.13 |
| Up Capture | 396% | 399% | 432% | 865% | 996% | 13678% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 12 | 19 | 32 | 59 | 120 | 342 |
| Down Capture | 281% | 488% | 382% | 282% | 169% | 113% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 10 | 23 | 30 | 66 | 130 | 398 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EOSE | |
|---|---|---|---|---|
| EOSE | 55.7% | 118.5% | 0.94 | - |
| Sector ETF (XLI) | 42.1% | 15.4% | 2.08 | 27.3% |
| Equity (SPY) | 24.2% | 12.9% | 1.49 | 31.6% |
| Gold (GLD) | 53.4% | 27.6% | 1.55 | 12.3% |
| Commodities (DBC) | 26.8% | 16.2% | 1.47 | 8.5% |
| Real Estate (VNQ) | 18.7% | 13.8% | 1.00 | 11.8% |
| Bitcoin (BTCUSD) | -6.8% | 42.9% | -0.05 | 28.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EOSE | |
|---|---|---|---|---|
| EOSE | -18.7% | 116.5% | 0.37 | - |
| Sector ETF (XLI) | 13.5% | 17.3% | 0.61 | 30.6% |
| Equity (SPY) | 11.1% | 17.0% | 0.50 | 31.9% |
| Gold (GLD) | 22.5% | 17.8% | 1.03 | 11.8% |
| Commodities (DBC) | 11.7% | 18.8% | 0.51 | 10.8% |
| Real Estate (VNQ) | 3.9% | 18.8% | 0.11 | 26.0% |
| Bitcoin (BTCUSD) | 5.8% | 56.5% | 0.32 | 17.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EOSE | |
|---|---|---|---|---|
| EOSE | -4.6% | 113.2% | 0.46 | - |
| Sector ETF (XLI) | 14.2% | 19.9% | 0.63 | 25.9% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 28.5% |
| Gold (GLD) | 14.3% | 15.9% | 0.75 | 11.0% |
| Commodities (DBC) | 8.8% | 17.6% | 0.42 | 10.2% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 21.4% |
| Bitcoin (BTCUSD) | 67.7% | 66.9% | 1.07 | 16.6% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/26/2026 | -39.4% | -39.4% | -56.7% |
| 11/5/2025 | 2.9% | 16.2% | 3.8% |
| 7/30/2025 | -3.7% | 9.1% | 20.4% |
| 5/6/2025 | 32.3% | 34.9% | -22.2% |
| 1/16/2025 | 18.5% | 19.0% | -5.8% |
| 11/5/2024 | -19.8% | -25.2% | -3.5% |
| 8/6/2024 | -18.8% | 0.0% | 30.9% |
| 4/23/2024 | -0.6% | 2.5% | -9.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 5 | 11 | 10 |
| # Negative | 17 | 11 | 12 |
| Median Positive | 18.5% | 9.1% | 29.1% |
| Median Negative | -12.5% | -24.4% | -21.3% |
| Max Positive | 32.3% | 34.9% | 66.2% |
| Max Negative | -39.4% | -39.4% | -56.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/26/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 07/30/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 03/04/2025 | 10-K |
| 09/30/2024 | 11/05/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 03/04/2024 | 10-K |
| 09/30/2023 | 11/06/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/28/2023 | 10-K |
| 09/30/2022 | 11/07/2022 | 10-Q |
| 06/30/2022 | 08/01/2022 | 10-Q |
| 03/31/2022 | 05/09/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 2/26/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 300.00 Mil | 350.00 Mil | 400.00 Mil | 125.8% | Higher New | Guidance: 155.00 Mil for 2025 | |
Prior: Q3 2025 Earnings Reported 11/5/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Revenue | 150.00 Mil | 155.00 Mil | 160.00 Mil | -8.8% | Lowered | Guidance: 170.00 Mil for 2025 | |
| 2025 Production Rate | 2.00 Bil | ||||||
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Stidolph, Russell Monoki | See footnote | Sell | 12082025 | 14.99 | 500,000 | 7,495,000 | 32,277,547 | Form | |
| 2 | Stidolph, Russell Monoki | See footnote | Sell | 12082025 | 15.36 | 29,999 | 460,785 | 32,613,473 | Form | |
| 3 | Stidolph, Russell Monoki | Direct | Sell | 12082025 | 14.89 | 236,135 | 3,515,981 | 5,425,139 | Form | |
| 4 | Bornstein, Jeffrey S | Direct | Sell | 12082025 | 15.05 | 32,328 | 486,536 | 1,742,173 | Form | |
| 5 | Bornstein, Jeffrey S | Whipstick Ventures LLC | Sell | 12082025 | 15.75 | 8,000 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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