Fluence Energy(FLNC)
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Pioneers for energy security: Fluence and TransnetBW start construction of Germany's first Grid Booster
GlobeNewswire News Room· 2024-06-10 22:00
ERLANGEN, Germany, June 10, 2024 (GLOBE NEWSWIRE) -- Fluence Energy GmbH (“Fluence”), a subsidiary of Fluence Energy, Inc. (NASDAQ: FLNC), a leading global provider of energy storage products and services, and optimisation software for renewables and storage, and TransnetBW GmbH, the transmission system operator in the German state of Baden-Württemberg, have started the construction of Germany’s first and largest battery-based energy storage system deployed as a part of the country’s critical transmission n ...
Pioneers for energy security: Fluence and TransnetBW start construction of Germany's first Grid Booster
Newsfilter· 2024-06-10 22:00
ERLANGEN, Germany, June 10, 2024 (GLOBE NEWSWIRE) -- Fluence Energy GmbH ("Fluence"), a subsidiary of Fluence Energy, Inc. (NASDAQ:FLNC), a leading global provider of energy storage products and services, and optimisation software for renewables and storage, and TransnetBW GmbH, the transmission system operator in the German state of Baden-Württemberg, have started the construction of Germany's first and largest battery-based energy storage system deployed as a part of the country's critical transmission ne ...
Eco-Friendly Earnings: 3 Renewable Energy Stocks Set to Outperform
Investor Place· 2024-06-09 02:00
A recent report highlighted a significant investment boost in U.S. wind and solar power plants last year, fueling optimism for renewable energy stocks. Despite this, the investment levels still fell short of meeting the country’s ambitious climate targets.This analysis was conducted by experts from Princeton University, MIT, Rhodium Group and Energy Innovation. It examined the U.S.’s efforts toward achieving a 40% reduction in greenhouse gas emissions by 2030. That is a key objective of President Joe Biden’ ...
Fluence Energy In A Binary World
seekingalpha.com· 2024-05-17 23:59
BlackJack3D/E+ via Getty Images The transition from fossil fuel to renewables for power generation is gathering pace, and a key part of that transition is managing intermittency of solar and wind power. There are a number of ways that this is being addressed. Firstly, power use can be time shifted (e.g., running air conditioners when the sun shines to have a cool house in the evening) or demand managed (e.g., having your grid supplier control the timing of your pool pump). Secondly, the sun always shines, a ...
Fluence Energy(FLNC) - 2024 Q2 - Quarterly Report
2024-05-10 04:02
现金及资产 - 2024年3月31日,Fluence Energy, Inc.的现金及现金等价物为411,798千美元,较2023年9月30日增长了65,902千美元[8] - 公司的现金及现金等价物总额为541,482千美元,较上一季度增长78,751千美元[26] - 公司的经营活动现金流为9,024.8万美元[15] 财务表现 - 2024年3月31日,Fluence Energy, Inc.的总收入为623,141千美元,较2023年同期减少了75,045千美元[10] - 2024年3月31日,Fluence Energy, Inc.的毛利润为64,180千美元,较去年同期增加了33,367千美元[10] - 2024年3月31日,Fluence Energy, Inc.的净亏损为12,876千美元,较去年同期减少了24,521千美元[10] - 公司的净亏损为3,843.2万美元[15] - 公司的基本和稀释后的每股A类普通股净亏损分别为0.07美元和0.21美元[35] 财务结构 - 公司的变动收入为81.8百万美元[48] - 公司的剩余履约义务(订单)为37亿美元,预计将在未来12个月内的60%内实现收入[47] - 公司的现金、现金等价物和受限现金包括手头现金和高流动性投资[25] 财务政策 - 公司按照美国通用会计准则(U.S. GAAP)编制了附表的合并财务报表[20] - 公司对金融资产和负债的公允价值采用ASC 820定义的公允价值层次进行分类[34] - 公司在2024年3月31日有1954百万美元的担保和承诺,87百万美元的信用证,648百万美元的保证金[64] 法律诉讼 - 公司在2023年10月对Diablo Energy Storage, LLC等公司提起诉讼,寻求约3700万美元的赔偿[76] - 客户声称Fluence对事件负责,可能会导致诉讼[73] 股权结构 - Fluence Energy, LLC是一个可变利益实体,截至2024年3月31日,公司持有其71.21%的权益[22] - AES Grid Stability持有Fluence Energy, Inc.的5149.92万股B-1类普通股,Siemens持有Fluence Energy, Inc.的5149.92万股A类普通股[77] 财务风险 - 锂离子电池成本的下降对我们的收入增长直接相关,但未来成本下降并非保证[114] - 我们的供应链虽然不依赖于任何单一供应商,但如果供应商无法满足我们的需求,可能会导致运营中断和延迟[115] - 可再生能源部署加速,但存在通货膨胀压力、供应链中断等风险[116] 股权激励计划 - 公司建立了2021年激励奖计划,为Fluence Energy, Inc.的管理层、其他员工、顾问和董事会成员预留了950万股A类普通股用于发放奖励[87] - 2021年激励奖计划下授予的受限股单位按照授予协议规定的三年期间每年按比例解禁[88] - 2021年激励奖计划下授予的非合格股票期权按照授予协议规定的三年期间每年按比例解禁[90] 财务指标 - 公司的营收主要来自能源储存产品和解决方案的销售,2024年三个月和六个月的总营收分别为623,141千美元和987,097千美元[45] - 公司的前两大客户在2024年三个月内占据了总营收的约72%[45] - 部署(GW)和部署(GWh)均呈现增长趋势,分别为37%和43%[136]
Fluence Energy(FLNC) - 2024 Q2 - Earnings Call Transcript
2024-05-10 02:47
财务数据和关键指标变化 - 公司在第二季度实现了6.23亿美元的收入,连续第三个季度实现了两位数的毛利率 [1][2][3] - 公司调整后的EBITDA为负600万美元,较去年同期大幅改善 [2][3] - 公司在第二季度实现了约8800万美元的自由现金流,这是公司业务模式和营运资金管理能力的成功证明 [5][6] 各条业务线数据和关键指标变化 - 公司解决方案业务合同了2.2吉瓦时,服务业务新增900兆瓦时,数字业务新增3.1吉瓦的订单 [1] - 公司截至3月31日的签约合同订单总额为37亿美元,与12月31日基本持平 [1] - 公司的数字资产管理规模增加至17.2吉瓦,服务和数字业务的年经常性收入提升至约6800万美元 [1] 各个市场数据和关键指标变化 - 公司在德国和澳大利亚等主要市场的订单增长强劲,这些市场预计未来几年将有大量新增电池储能装机 [3][4] - 美国市场是公司最大市场,在可再生能源快速发展和《通胀减免法案》的推动下,预计未来10年将新增约350吉瓦时的电池储能装机 [3][4] 公司战略和发展方向及行业竞争 - 公司推出了新一代Gridstack Pro产品系列,提供更大容量和更高能量密度的储能解决方案,并推出了符合美国国内制造要求的产品 [2][3][7] - 公司计划今年晚些时候开始在美国生产电池模组,这将使其产品符合国内制造要求并获得相关税收优惠 [2][3][8] - 公司的数字业务合同订单增长约75%,成为公司的竞争优势和利润增长点 [2][3] 管理层对经营环境和未来前景的评论 - 公司对2025财年的收入增长前景保持乐观,预计将达到35%-40%的同比增长 [3][5] - 公司认为电池储能行业在政治环境变化中表现出强大的抗风险能力,主要得益于其良好的经济基础和对电网现代化及清洁能源基础设施的广泛支持 [3][4] - 公司对未来几年全球电池储能市场的快速增长充满信心,并将继续扩大在全球主要市场的业务布局 [3][4] 问答环节重要的提问和回答 问题1 **George Gianarikas 提问** 询问公司在数据中心市场的机会和进展情况 [6] **Julian Nebreda 回答** 公司正在积极开发针对数据中心需求的离网储能解决方案,利用电池储能的快速响应和成本优势来满足数据中心对稳定电力供应的需求 [6][7] 问题2 **Brian Lee 提问** 询问公司第四季度收入大幅集中的原因及可信度 [8][9] **Julian Nebreda 和 Ahmed Pasha 回答** 公司第四季度收入集中主要是由于设备交付和所有权转移的时间安排,公司已做好充分准备,有信心按时完成交付 [8][9][10] 问题3 **Mark Strouse 提问** 询问公司在美国国内制造方面的进展及对毛利率的影响 [11][12] **Julian Nebreda 回答** 公司在国内制造方面具有先发优势,预计未来这将成为美国市场的标准配置,并可能带来一定的毛利率提升空间 [11][12][13]
Fluence Energy, Inc. (FLNC) Reports Q2 Loss, Tops Revenue Estimates
Zacks Investment Research· 2024-05-09 06:26
Fluence Energy, Inc. (FLNC) came out with a quarterly loss of $0.07 per share in line with the Zacks Consensus Estimate. This compares to loss of $0.21 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this company would post a loss of $0.13 per share when it actually produced a loss of $0.14, delivering a surprise of -7.69%.Over the last four quarters, the company has surpassed consensus EPS estimates two times.Fluence Energy, which belongs to the ...
Fluence Energy(FLNC) - 2024 Q2 - Quarterly Results
2024-05-09 04:09
Exhibit 99.1 Fluence Energy, Inc. Reports Strong Financial Performance Highlighted By Cash Generation; Reaffirms Fiscal Year 2024 Guidance Ranges ARLINGTON, Va., May 8, 2024 (GLOBE NEWSWIRE) – Fluence Energy, Inc. (Nasdaq: FLNC) (“Fluence” or the “Company”), a leading global provider of energy storage products and services as well as digital applications for renewables and storage, today announced its results for the three and six months ended March 31, 2024. Financial Highlights for Second Fiscal Quarter e ...
Fluence Energy, Inc. (FLNC) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release
Zacks Investment Research· 2024-05-01 23:07
Fluence Energy, Inc. (FLNC) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May ...
4 top green energy stocks to consider for long-term investment in May
Invezz· 2024-05-01 07:17
About $150 trillion is expected to go into decarbonizing the global economy over the next thirty years. Here are the top four green energy stocks that may benefit as the world executes on its commitment to that transition.Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins.NextEra Energy Inc (NYSE: NEE)Copy link to sectionNextEra Energy is on our list of top four green energy stocks for long-term investment as it is one of the biggest names in the wind an ...