Eos Energy Enterprises, Inc. · NASDAQ:EOSE
Eos Energy Enterprises — Q2 2025 Earnings Presentation
14 slides from Eos Energy Enterprises's earnings presentation, Jul 31, 2025
Slide 1: Eos Energy Enterprises Q2 2025 Financial Results
Eos Energy Enterprises Q2 2025 Financial Results July 31, 2025
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements: This presentation includes “forward-looking statements” within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements regarding our expected rev
Slide 3: Non-GAAP Financial Measures
Non – GAAP Financial Measures To provide investors with additional information regarding our financial results, we have disclosed in this earnings presentation non-GAAP financial measures, including adjusted EBITDA and adjusted earnings per share (EPS), which are non-GAAP financial measures as defin
Slide 4: Operating Highlights
Operating Highlights Commercial Pipeline1 Orders Backlog1 Modern grid requires bulk stationary $18.8 billion $672.5 million energy storage Representing ~77 GWh Representing ~2.6 GWh Ease congestion Limit curtailment Record Q2 revenue 122% QoQ shipment growth Q2 Revenue2 Total Cash3 $15.2 million $18
Slide 5: Eos Systems Built for Resiliency
Eos Systems Built Commissioning for Resiliency Process Peak performance, engineered safety, and strong initial performance Edison Proving Ground Abuse Testing Durable Design Strong Z3 Field Data Achieved No hazardous < 1 hour from incident to remediation with no Consistent 40% discharge materials id
Slide 6: Positioning For Scale & Profitability
Positioning For Scale & Profitability Continued scale to drive margin improvements 2H 2025 + Revenue 25.7 3x 4x 4.8x increase daily throughput with full 8.1 Revenue factory shipments subassembly automation 2H 24 1H 25 Gross Margin 381 pt 50% 2H 24 1H 25 Transitioning to -216% Improvement lower produ
Slide 7: Sub-Assembly Automation Enabling Scale & Cost-Out
Sub-Assembly Automation Enabling Scale & Cost-Out Driving faster throughput and improved consistency and product performance Sub-Assembly Terminal cells in production Bi-polar cells starting production 32 parts per 18 seconds ~ ½ second per bipolar 10 seconds per battery Improved Operational ~3.3% E
Slide 8: One Big Beautiful Bill Act (OBBBA)
One Big Beautiful Bill Act (OBBBA) Preserves Eos PTC; FEOC creates new demand for American – made LDES Section 45X (PTC) Sections 45Y & 48E (ITC) Executed Bill Eos Impact Credit Availability ✓ Full credit through 2029 2 GWh = ~$90M+ Credit Availability Wind and solar projects: Maintained under IRA ✓
Slide 9: Surging QoQ Demand Fuels Growth in American-Made LDES
Surging QoQ Demand Fuels Growth in American-Made LDES Commercial pipeline up $3.2 billion from prior quarter, 21% quarter over quarter growth Lead Generation1 Opportunity Pipeline1 Orders Backlog1 Market Drivers UK Cap & Floor submission $15.1B $18.8B $672.5M of over 10 GWh versus 5 GWh MOU ~61 GWh
Slide 10: Second Quarter 2025 Financials Highlights
Second Quarter 2025 Financials Highlights ($ in millions) Q2 ‘25 Q1 ‘25 % Change Q2 ‘24 % Change Q2 revenue nearly equivalent to FY24 Revenue 15.2 10.5 46% 0.9 F 122% increase in shipments QoQ Gross Profit (Loss) (31.0) (24.5) (26%) (13.2) (134%) 50% of Q2 shipments for strategic customer Margin % (
Slide 11: Investing in American-Made Energy Storage
Investing in American-Made Energy Storage Simplified capital structure bolsters ability to rapidly meet customer demand, reduce interest expense & increase liquidity June 2025 Offering Benefits Department of Energy June 2025 Offering Sources and Uses Reduced Cerberus Interest Rate Sources Amount ($M
Slide 12: Appendix
APPENDIX Eos. Positively ingenious. ~ e€os.
Slide 13: GAAP to Non-GAAP Reconciliations
Appendix GAAP to Non-GAAP Reconciliations UNAUDITED RECONCILATION OF NET INCOME (LOSS) TO ADJUSTED EBITDA (LOSS) (In thousands) 13
Slide 14: GAAP to Non-GAAP Reconciliations
Appendix GAAP to Non-GAAP Reconciliations UNAUDITED RECONCILATION OF NET INCOME (LOSS) TO ADJUSTED NET INCOME (LOSS) PER SHARE (In thousands, except share and per share amounts) 14
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