Plug Power Inc. (PLUG) Q2 2026 Earnings Call Transcript

Plug Power Inc. (PLUG) Q2 2026 Earnings Call August 10, 2026 4:30 PM EDT Company Participants Teal Vivacqua Hoyos - Director of Marketing Communications Jose Crespo - CEO, President & Director Paul Middleton - Executive VP, CAO & CFO Conference Call Participants Colin Rusch - Oppenheimer & Co. Inc., Research Division Craig Irwin - ROTH Capital Partners, LLC, Research Division Eric Stine - Craig-Hallum Capital Group LLC, Research Division Christopher Dendrinos - RBC Capital Markets, Research Division Saumya Jain - UBS Investment Bank, Research Division Sameer Joshi - H.C. Wainwright & Co, LLC, Research Division Sherif Elmaghrabi - BTIG, LLC, Research Division Skye Landon - Rothschild & Co Redburn, Research Division Jason Tilchen - Canaccord Genuity Corp., Research Division Presentation Operator Greetings, and welcome to the Plug Power Second Quarter 2026 Earnings Conference Call webcast. As a reminder, this conference is being recorded. It's now my pleasure to turn the call over to Vice President, Marketing and Communications, Teal Hoyos. Please go ahead, Teal. Teal Vivacqua Hoyos Director of Marketing Communications Thank you. Welcome to the 2026 Second Quarter Earnings Call. This call will include forward-looking statements. These forward-looking statements contain projections of future results of operations or of our financial position or other forward-looking information. We intend these forward-looking statements to be covered by the safe harbor provisions for forward-looking statements. contained in Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. We believe that it is important to communicate our future expectations to investors. However, investors are cautioned not to unduly rely on forward-looking statements, and such statements should not be read or understood as a guarantee of future performance or results. Such statements are subject to risks and uncertainties that could cause actual results or performance to differ materially from those discussed as a result of various factors, including, but not limited to, risks and