Eos Energy Enterprises (EOSE)
Market Price (9/29/2026): $3.12 | Market Cap: $1.1 BilSector: Industrials | Industry: Electrical Components & Equipment
Eos Energy Enterprises (EOSE)
Market Price (9/29/2026): $3.12Market Cap: $1.1 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 534% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -52% Megatrend and thematic driversMegatrends include Renewable Energy Transition, Battery Technology & Metals, and Sustainable Infrastructure. Themes include Battery Storage & Grid Modernization, Show more. | Weak multi-year price returns2Y Excs Rtn is -3.4%, 3Y Excs Rtn is -28% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -305 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -142% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 10% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -144%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -197% 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 -53% High stock price volatilityVol 12M is 119% 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 35% 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 534% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -52% |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, Battery Technology & Metals, and Sustainable Infrastructure. Themes include Battery Storage & Grid Modernization, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -3.4%, 3Y Excs Rtn is -28% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -305 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -142% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 10% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -144%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -197% |
| 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 -53% |
| High stock price volatilityVol 12M is 119% |
| 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 35% |
| 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
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Eos Energy Enterprises (EOSE) stock has lost about 65% since 5/31/2026 because of the following key factors:
1. Significant Earnings Per Share (EPS) Miss and Large Net Loss in Fiscal Q2 2026. Eos Energy Enterprises reported an EPS of -$1.20 for fiscal Q2 2026 (ended June 30, 2026), which substantially missed analysts' consensus estimates of -$0.19 by $1.01. Despite achieving record revenue of $68.8 million, a 351% year-over-year increase, the company posted a net loss attributable to shareholders of $275.7 million, primarily due to mark-to-market fair value adjustments on certain liabilities.
2. Tightened Full-Year 2026 Revenue Guidance. Following the fiscal Q2 2026 results, Eos Energy Enterprises tightened its full-year 2026 revenue guidance to a range of $300 million to $350 million. This was a reduction from its prior range of $300 million to $400 million, reflecting an evaluation of the timing associated with consolidating its production lines into a single manufacturing footprint.
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Eos Energy Enterprises (EOSE) stock has lost about 65% since 5/31/2026 because of the following key factors:
1. Significant Earnings Per Share (EPS) Miss and Large Net Loss in Fiscal Q2 2026. Eos Energy Enterprises reported an EPS of -$1.20 for fiscal Q2 2026 (ended June 30, 2026), which substantially missed analysts' consensus estimates of -$0.19 by $1.01. Despite achieving record revenue of $68.8 million, a 351% year-over-year increase, the company posted a net loss attributable to shareholders of $275.7 million, primarily due to mark-to-market fair value adjustments on certain liabilities.
2. Tightened Full-Year 2026 Revenue Guidance. Following the fiscal Q2 2026 results, Eos Energy Enterprises tightened its full-year 2026 revenue guidance to a range of $300 million to $350 million. This was a reduction from its prior range of $300 million to $400 million, reflecting an evaluation of the timing associated with consolidating its production lines into a single manufacturing footprint.
3. Potential Share Dilution from Registration Statement. The company filed a registration statement for the potential resale of up to 56.5 million shares by existing securityholders, with Eos Energy Enterprises receiving no cash proceeds from these sales. This created a notable risk of significant share dilution for current investors.
4. Ongoing Legal Investigations. Multiple securities litigation firms have initiated investigations into potential corporate wrongdoing at Eos Energy Enterprises. These investigations focus on potential misconduct by the company's officers and directors, adding legal and governance risk for EOSE.
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Stock Movement Drivers
Fundamental Drivers
The -63.6% change in EOSE stock from 5/31/2026 to 9/28/2026 was primarily driven by a -72.7% change in the company's P/S Multiple.| (LTM values as of) | 5312026 | 9282026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.43 | 3.07 | -63.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 161 | 214 | 33.3% |
| P/S Multiple | 17.8 | 4.9 | -72.7% |
| Shares Outstanding (Mil) | 340 | 340 | -0.1% |
| Cumulative Contribution | -63.6% |
Market Drivers
5/31/2026 to 9/28/2026| Return | Correlation | |
|---|---|---|
| EOSE | -63.6% | |
| Market (SPY) | 1.5% | 45.1% |
| Sector (XLI) | -2.3% | 31.4% |
Fundamental Drivers
The -46.1% change in EOSE stock from 2/28/2026 to 9/28/2026 was primarily driven by a -68.3% change in the company's P/S Multiple.| (LTM values as of) | 2282026 | 9282026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.70 | 3.07 | -46.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 114 | 214 | 87.6% |
| P/S Multiple | 15.4 | 4.9 | -68.3% |
| Shares Outstanding (Mil) | 308 | 340 | -9.3% |
| Cumulative Contribution | -46.1% |
Market Drivers
2/28/2026 to 9/28/2026| Return | Correlation | |
|---|---|---|
| EOSE | -46.1% | |
| Market (SPY) | 12.2% | 47.7% |
| Sector (XLI) | -4.2% | 31.0% |
Fundamental Drivers
The -55.5% change in EOSE stock from 8/31/2025 to 9/28/2026 was primarily driven by a -90.0% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 9282026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.90 | 3.07 | -55.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 34 | 214 | 533.9% |
| P/S Multiple | 48.5 | 4.9 | -90.0% |
| Shares Outstanding (Mil) | 238 | 340 | -30.0% |
| Cumulative Contribution | -55.5% |
Market Drivers
8/31/2025 to 9/28/2026| Return | Correlation | |
|---|---|---|
| EOSE | -55.5% | |
| Market (SPY) | 20.0% | 43.9% |
| Sector (XLI) | 12.5% | 29.9% |
Fundamental Drivers
The -5.5% change in EOSE stock from 8/31/2023 to 9/28/2026 was primarily driven by a -77.3% change in the company's P/S Multiple.| (LTM values as of) | 8312023 | 9282026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.25 | 3.07 | -5.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 18 | 214 | 1102.6% |
| P/S Multiple | 21.4 | 4.9 | -77.3% |
| Shares Outstanding (Mil) | 117 | 340 | -65.5% |
| Cumulative Contribution | -5.5% |
Market Drivers
8/31/2023 to 9/28/2026| Return | Correlation | |
|---|---|---|
| EOSE | -5.5% | |
| Market (SPY) | 76.5% | 30.5% |
| Sector (XLI) | 62.8% | 25.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EOSE Return | -64% | -80% | -26% | 346% | 136% | -72% | -85% |
| Peers Return | 19% | -7% | 102% | 76% | 35% | 41% | 651% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| EOSE Win Rate | 25% | 25% | 42% | 67% | 58% | 33% | |
| Peers Win Rate | 60% | 45% | 67% | 67% | 60% | 62% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 56% | |
Max Drawdowns [4] | |||||||
| EOSE Max Drawdown | -75% | -87% | -80% | -48% | -47% | -83% | |
| Peers Max Drawdown | -22% | -39% | -20% | -26% | -38% | -31% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: WWD, POWL, 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 9/28/2026 (YTD)
How Low Can It Go
| Event | EOSE | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -31.5% | -18.8% |
| % Gain to Breakeven | 46.1% | 23.1% |
| Time to Breakeven | 7 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -31.6% | -7.8% |
| % Gain to Breakeven | 46.1% | 8.5% |
| Time to Breakeven | 13 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -67.9% | -9.5% |
| % Gain to Breakeven | 211.8% | 10.5% |
| Time to Breakeven | 310 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -85.3% | -24.5% |
| % Gain to Breakeven | 578.6% | 32.4% |
| Time to Breakeven | 1202 days | 427 days |
In The Past
Eos Energy Enterprises's stock fell -31.5% during the 2025 US Tariff Shock. Such a loss loss requires a 46.1% gain to breakeven.
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| Event | EOSE | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -31.5% | -18.8% |
| % Gain to Breakeven | 46.1% | 23.1% |
| Time to Breakeven | 7 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -31.6% | -7.8% |
| % Gain to Breakeven | 46.1% | 8.5% |
| Time to Breakeven | 13 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -67.9% | -9.5% |
| % Gain to Breakeven | 211.8% | 10.5% |
| Time to Breakeven | 310 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -85.3% | -24.5% |
| % Gain to Breakeven | 578.6% | 32.4% |
| Time to Breakeven | 1202 days | 427 days |
In The Past
Eos Energy Enterprises's stock fell -31.5% during the 2025 US Tariff Shock. Such a loss loss requires a 46.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Eos Energy Enterprises (EOSE)
Eos Energy Enterprises (EOSE) is a U.S.-based company specializing in the design, manufacturing, and deployment of stationary battery storage solutions. The company's core business revolves around providing advanced energy storage systems primarily for large-scale applications.
Its flagship product is the Eos Znyth DC battery system, engineered to meet the demanding requirements of the grid-scale energy storage market. EOSE primarily serves three key market segments: utility companies, commercial and industrial enterprises, and developers of renewable energy projects within the United States. These solutions enable customers to store energy for later use, enhancing grid stability, optimizing renewable energy integration, and providing backup power.
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- Tesla for stationary, grid-scale batteries.
- A pure-play grid-scale battery storage provider, similar to Fluence Energy.
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- 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.
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- Pine Gate Renewables (Private Company)
- Bridgelink Power (Private Company)
- Standard Power (Private Company)
- International Electric Power (IEP) (Private Company)
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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.
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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.
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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.
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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.
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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.
Peer Outperformance in Electrical Components & Equipment
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 4.6% | 112.2% | 181.7% | FIX 2219% · STRL 2066% · CDNL 2032% |
| Marine Transportation | 9 | 73.4% | 97.7% | 146.2% | HOS 41689% · ASC 475% · MATX 193% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 3.9% | 46.6% | 117.6% | CAT 352% · WAB 242% · ALSN 241% |
| Aerospace & Defense | 55 | -9.6% | 67.4% | 70.1% | ATI 969% · FTAI 836% · HWM 626% |
| Rail Transportation | 7 | 19.0% | 58.6% | 52.1% | FSTR 139% · CSX 65% · RAIL 57% |
| Industrial Machinery & Supplies & Components | 72 | 10.9% | 52.2% | 47.3% | CRS 1133% · PSIX 1083% · EROC 583% |
| Trading Companies & Distributors | 19 | 5.0% | 36.0% | 45.4% | DXPE 533% · AIT 282% · WCC 221% |
| Diversified Support Services | 32 | 14.8% | 32.4% | 32.1% | LIME 3263% · TH 412% · WLFC 332% |
| Cargo Ground Transportation | 16 | 34.9% | -0.4% | 28.6% | XPO 257% · R 213% · CVLG 140% |
| Security & Alarm Services | 10 | -24.6% | 48.2% | 25.0% | CIX 163% · VRME 151% · MG 111% |
| Electrical Components & Equipment ← | 41 | 2.6% | 45.6% | 19.4% | POWL 2297% · BE 1317% · VRT 910% |
| Building Products | 34 | -12.6% | 0.9% | 17.0% | LMB 583% · GFF 373% · PPIH 325% |
| Industrial Conglomerates | 17 | 9.9% | 5.8% | -5.8% | RCMT 566% · CSW 135% · DD 74% |
| Passenger Ground Transportation | 3 | -32.0% | 41.2% | -6.4% | UBER 53% · CAR -6% · LYFT -72% |
| Agricultural & Farm Machinery | 17 | 3.3% | 0.3% | -8.6% | BLBD 172% · DE 109% · GENC 57% |
| Environmental & Facilities Services | 30 | -15.4% | 11.3% | -10.5% | CECO 909% · ADUR 440% · NVRI 306% |
| Research & Consulting Services | 13 | -18.1% | -26.6% | -14.1% | HURN 202% · CRAI 75% · GRNQ 66% |
| Data Processing & Outsourced Services | 6 | -34.5% | -15.9% | -30.0% | EXLS 37% · BR 6% · G -27% |
| Office Services & Supplies | 9 | 15.9% | 17.8% | -33.2% | PBI 168% · TILE 134% · HNI 46% |
| Passenger Airlines | 11 | 16.6% | 16.3% | -34.3% | LTM 2778% · UAL 129% · DAL 101% |
| Human Resource & Employment Services | 22 | 0.2% | -16.1% | -38.2% | BBSI 67% · ADP 47% · HQI 12% |
| Air Freight & Logistics | 12 | -23.3% | -23.7% | -38.6% | CHRW 89% · FDX 81% · EXPD 65% |
| Airport Services | 3 | -71.5% | -77.9% | -68.0% | JOBY -37% · ASLE -68% · UP -100% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 216.47 |
| Mkt Cap | 54.6 |
| Rev LTM | 7,836 |
| Op Inc LTM | 1,449 |
| FCF LTM | 1,650 |
| FCF 3Y Avg | 1,023 |
| CFO LTM | 1,970 |
| CFO 3Y Avg | 1,220 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 18.9% |
| Rev Chg 3Y Avg | 18.3% |
| Rev Chg Q | 21.3% |
| QoQ Delta Rev Chg LTM | 5.1% |
| Op Inc Chg LTM | 12.1% |
| Op Inc Chg 3Y Avg | 30.7% |
| Op Mgn LTM | 18.6% |
| Op Mgn 3Y Avg | 17.7% |
| QoQ Delta Op Mgn LTM | 0.7% |
| CFO/Rev LTM | 18.7% |
| CFO/Rev 3Y Avg | 16.1% |
| FCF/Rev LTM | 15.8% |
| FCF/Rev 3Y Avg | 13.2% |
Price Behavior
| Market Price | $3.07 | |
| Market Cap ($ Bil) | 1.0 | |
| First Trading Date | 06/03/2020 | |
| Distance from 52W High | -84.0% | |
| 50 Days | 200 Days | |
| DMA Price | $3.75 | $7.63 |
| DMA Trend | down | down |
| Distance from DMA | -18.1% | -59.7% |
| 3M | 1YR | |
| Volatility | 104.6% | 119.0% |
| Downside Capture | 713.58 | 644.46 |
| Upside Capture | 243.76 | 403.67 |
| Correlation (SPY) | 46.1% | 44.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 8.34 | 5.74 | 3.99 | 4.12 | 4.12 | 2.29 |
| Up Beta | 9.33 | 9.40 | 5.71 | 4.22 | 3.74 | 1.64 |
| Down Beta | 5.44 | 0.87 | 1.20 | 1.18 | 2.10 | 0.95 |
| Up Capture | 723% | 311% | 240% | 816% | 2216% | 27329% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 9 | 15 | 24 | 55 | 115 | 339 |
| Down Capture | 969% | 622% | 422% | 294% | 200% | 113% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 11 | 26 | 39 | 70 | 133 | 402 |
[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 | -70.9% | 119.1% | -0.47 | - |
| Sector ETF (XLI) | 12.6% | 17.2% | 0.52 | 31.1% |
| Equity (SPY) | 17.4% | 13.0% | 0.96 | 44.5% |
| Gold (GLD) | 9.7% | 29.6% | 0.31 | 22.5% |
| Commodities (DBC) | 42.7% | 20.7% | 1.60 | -0.5% |
| Real Estate (VNQ) | 4.3% | 13.6% | 0.06 | 4.6% |
| Bitcoin (BTCUSD) | -23.0% | 44.8% | -0.46 | 28.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EOSE | |
|---|---|---|---|---|
| EOSE | -25.1% | 118.6% | 0.31 | - |
| Sector ETF (XLI) | 12.9% | 17.6% | 0.56 | 30.5% |
| Equity (SPY) | 13.5% | 17.2% | 0.60 | 33.1% |
| Gold (GLD) | 18.1% | 18.9% | 0.77 | 13.7% |
| Commodities (DBC) | 11.0% | 19.5% | 0.44 | 7.1% |
| Real Estate (VNQ) | 0.9% | 18.9% | -0.06 | 24.6% |
| Bitcoin (BTCUSD) | 14.4% | 52.4% | 0.45 | 19.3% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EOSE | |
|---|---|---|---|---|
| EOSE | -11.3% | 112.9% | 0.36 | - |
| Sector ETF (XLI) | 13.4% | 20.0% | 0.59 | 25.9% |
| Equity (SPY) | 15.4% | 17.9% | 0.73 | 29.6% |
| Gold (GLD) | 11.7% | 16.4% | 0.58 | 12.7% |
| Commodities (DBC) | 8.5% | 18.1% | 0.38 | 7.5% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 19.5% |
| Bitcoin (BTCUSD) | 63.8% | 66.2% | 1.03 | 16.4% |
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Returns Analyses
Earnings Returns History
Updated 9/8/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | -12.2% | -2.5% | -17.0% |
| 5/13/2026 | 2.2% | -15.1% | -23.5% |
| 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% |
| 3/4/2025 | 26.1% | 0.3% | 1.3% |
| 1/16/2025 | 18.5% | 19.0% | -5.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 11 | 11 |
| # Negative | 16 | 13 | 13 |
| Median Positive | 14.1% | 9.1% | 20.4% |
| Median Negative | -12.4% | -15.1% | -22.2% |
| Max Positive | 32.3% | 34.9% | 66.2% |
| Max Negative | -39.4% | -39.4% | -56.7% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | -12.2% | -2.5% | -17.0% |
| 5/13/2026 | 2.2% | -15.1% | -23.5% |
| 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% |
| 3/4/2025 | 26.1% | 0.3% | 1.3% |
| 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% |
| 5/14/2024 | -11.9% | -14.5% | 14.5% |
| 3/4/2024 | 6.9% | -5.3% | -4.7% |
| 11/6/2023 | -25.1% | -34.1% | -38.5% |
| 7/28/2023 | -14.7% | -3.8% | 32.5% |
| 5/9/2023 | 19.4% | 21.1% | 57.8% |
| 3/1/2023 | -3.4% | 5.7% | 33.5% |
| 11/7/2022 | -22.1% | -27.6% | -29.4% |
| 8/2/2022 | -11.2% | 0.0% | -33.9% |
| 5/10/2022 | -14.7% | -29.8% | 12.6% |
| 11/10/2021 | -0.8% | -0.4% | -22.9% |
| 8/11/2021 | -3.5% | -24.4% | -15.1% |
| 5/12/2021 | -5.9% | 14.3% | 66.2% |
| 2/25/2021 | -12.5% | -9.4% | -20.4% |
| 11/20/2020 | 9.8% | 7.1% | 13.7% |
| SUMMARY STATS | |||
| # Positive | 8 | 11 | 11 |
| # Negative | 16 | 13 | 13 |
| Median Positive | 14.1% | 9.1% | 20.4% |
| Median Negative | -12.4% | -15.1% | -22.2% |
| 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 |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/13/2026 | 10-Q |
| 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 |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/13/2026 | 10-Q |
| 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 |
| 12/31/2021 | 02/25/2022 | 10-K |
| 09/30/2021 | 11/10/2021 | 10-Q |
| 06/30/2021 | 08/12/2021 | 10-Q |
| 03/31/2021 | 05/13/2021 | 10-Q |
| 12/31/2020 | 02/26/2021 | 10-K |
Recent Forward Guidance
Updated 9/28/2026Latest: Q2 2026 Earnings Reported 8/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | Reported | 300.00 Mil | 325.00 Mil | 350.00 Mil | -7.1% | Lowered | Guidance: 350.00 Mil for 2026 | |
Prior: Q1 2026 Earnings Reported 5/13/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | Reported | 300.00 Mil | 350.00 Mil | 400.00 Mil | 0 | Affirmed | Guidance: 350.00 Mil for 2026 | |
Q4 2025 Earnings Reported 2/26/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | Reported | 300.00 Mil | 350.00 Mil | 400.00 Mil | 125.8% | Higher New | Guidance: 155.00 Mil for 2025 | |
Q3 2025 Earnings Reported 11/5/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Production Rate | Reported | 2.00 Bil | ||||||
| 2025 Revenue | Reported | 150.00 Mil | 155.00 Mil | 160.00 Mil | -8.8% | Lowered | Guidance: 170.00 Mil for 2025 | |
Insider Activity
Updated 9/16/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Puri, Sumeet | Chief Accounting Officer | Direct | Sell | 9162026 | 3.92 | 43,750 | 171,500 | 1,098,364 | Form |
| 2 | Mastrangelo, Joe | Chief Executive Officer | Direct | Sell | 9162026 | 3.92 | 250,000 | 980,000 | 9,050,120 | Form |
| 3 | Song, Haiyan | Direct | Buy | 9152026 | 3.84 | 5,000 | 19,200 | 57,600 | Form | |
| 4 | Song, Haiyan | Direct | Buy | 9152026 | 3.95 | 10,000 | 39,500 | 39,500 | Form | |
| 5 | Puri, Sumeet | Chief Accounting Officer | Direct | Sell | 9092026 | 4.13 | 34,167 | 141,110 | 976,518 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Puri, Sumeet | Chief Accounting Officer | Direct | Sell | 9162026 | 3.92 | 43,750 | 171,500 | 1,098,364 | Form |
| 2 | Mastrangelo, Joe | Chief Executive Officer | Direct | Sell | 9162026 | 3.92 | 250,000 | 980,000 | 9,050,120 | Form |
| 3 | Song, Haiyan | Direct | Buy | 9152026 | 3.84 | 5,000 | 19,200 | 57,600 | Form | |
| 4 | Song, Haiyan | Direct | Buy | 9152026 | 3.95 | 10,000 | 39,500 | 39,500 | Form | |
| 5 | Puri, Sumeet | Chief Accounting Officer | Direct | Sell | 9092026 | 4.13 | 34,167 | 141,110 | 976,518 | Form |
| 6 | Puri, Sumeet | Chief Accounting Officer | Direct | Sell | 7282026 | 3.36 | 29,167 | 98,001 | 679,657 | Form |
| 7 | Kroeker, Nathan | Chief Commercial Officer | Direct | Sell | 7282026 | 3.36 | 110,417 | 371,001 | 2,982,091 | Form |
| 8 | Mastrangelo, Joe | Chief Executive Officer | Direct | Sell | 7282026 | 3.61 | 159,154 | 574,546 | 7,030,785 | Form |
| 9 | Kroeker, Nathan | CCO and Interim CFO | Direct | Sell | 7072026 | 4.68 | 79,309 | 371,166 | 3,636,875 | Form |
| 10 | Puri, Sumeet | Chief Accounting Officer | Direct | Sell | 6302026 | 5.86 | 8,823 | 51,703 | 1,014,436 | Form |
| 11 | Buczkowski, Michelle | Chief Administration Officer | Direct | Sell | 6302026 | 5.87 | 11,469 | 67,323 | 347,751 | Form |
| 12 | Silberman, Michael W | Chief Legal Officer | Direct | Sell | 6302026 | 5.87 | 14,998 | 88,038 | 1,750,886 | Form |
| 13 | Kroeker, Nathan | CCO and Interim CFO | Direct | Sell | 6302026 | 5.86 | 35,289 | 206,794 | 4,089,114 | Form |
| 14 | Walters, Marian | Direct | Sell | 5292026 | 9.18 | 30,000 | 275,400 | 1,454,525 | Form | |
| 15 | Walters, Marian | Direct | Sell | 5222026 | 7.20 | 22,319 | 160,697 | 1,140,804 | Form | |
| 16 | Walters, Marian | Direct | Sell | 5192026 | 7.07 | 7,681 | 54,305 | 956,811 | Form | |
| 17 | Urban, David | Direct | Buy | 3102026 | 6.16 | 16,250 | 100,100 | 384,821 | Form | |
| 18 | Mastrangelo, Joe | Chief Executive Officer | Direct | Buy | 3052026 | 6.58 | 23,900 | 157,262 | 9,785,289 | Form |
| 19 | Mastrangelo, Joe | Chief Executive Officer | Direct | Buy | 3032026 | 5.75 | 60,000 | 345,000 | 8,413,550 | Form |
| 20 | Kroeker, Nathan | CCO and Interim CFO | Direct | Sell | 1262026 | 16.04 | 50,000 | 802,000 | 10,626,692 | Form |
| 21 | Silberman, Michael W | Chief Legal Officer | Direct | Sell | 1232026 | 17.74 | 41,667 | 739,173 | 5,025,369 | Form |
| 22 | Stidolph, Russell Monoki | See footnote | Sell | 12082025 | 15.36 | 29,999 | 460,785 | 32,613,473 | Form | |
| 23 | Stidolph, Russell Monoki | Direct | Sell | 12082025 | 14.89 | 236,135 | 3,515,981 | 5,425,139 | Form | |
| 24 | Stidolph, Russell Monoki | See footnote | Sell | 12082025 | 14.99 | 500,000 | 7,495,000 | 32,277,547 | Form | |
| 25 | Bornstein, Jeffrey S | Direct | Sell | 12082025 | 15.05 | 32,328 | 486,536 | 1,742,173 | Form | |
| 26 | Bornstein, Jeffrey S | Whipstick Ventures LLC | Sell | 12082025 | 15.75 | 8,000 | Form | |||
| 27 | Walters, Marian | Direct | Sell | 12082025 | 15.81 | 50,000 | 790,500 | 2,139,631 | Form | |
| 28 | Puri, Sumeet | Chief Accounting Officer | Direct | Sell | 9082025 | 7.11 | 40,501 | 288,097 | 1,168,649 | Form |
| 29 | Walters, Marian | Direct | Sell | 9032025 | 7.90 | 50,000 | 395,000 | 1,056,973 | Form |
Investor Activity (13F)
Updated Sep 29, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Electrical Components & Equipment Resources |
| EC&M (Electrical Construction & Maintenance) |
| Electrical Contracting News (ECN) |
| EE Times |
External Quote Links
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| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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