FuelCell Energy, Inc. (FCEL) Q3 2026 Earnings Call Transcript

FuelCell Energy, Inc. ( FCEL ) Q3 2026 Earnings Call September 2, 2026 10:00 AM EDT Company Participants Michael Bishop - Executive VP, CFO & Treasurer Jason Few - President, CEO & Director Conference Call Participants Ivana Ergovic - Jefferies LLC, Research Division Manav Gupta - UBS Investment Bank, Research Division Jason Tilchen - Canaccord Genuity Corp., Research Division Ryan Pfingst - B. Riley Securities, Inc., Research Division Noel Parks - Tuohy Brothers Investment Research, Inc. Christopher Ellinghaus - Siebert Williams Shank & Co., L.L.C., Research Division Presentation Operator Thank you for standing by. My name is Jaylen and I'll be your conference operator today. At this time, I would like to welcome everyone to the FuelCell Energy Third Quarter of Fiscal 2026 Financial Results Conference Call. [Operator Instructions] I would now like to turn the conference over to Michael Bishop, Chief Financial Officer. You may begin. Michael Bishop Executive VP, CFO & Treasurer Thank you, Operator. Good morning, everyone, and thank you for joining us on the call today. This morning, FuelCell Energy released our financial results for the third quarter of fiscal year 2026, and our earnings press release is available in the Investors section of our website at www.fuelcellenergy.com. In addition to this call and our earnings press release, we have posted a slide presentation on our website. The webcast is being recorded and will be available for replay on our website approximately two hours after we conclude. Before we begin, please note that some information that you will hear or be provided with today consists of forward-looking statements within the meaning of the Securities and Exchange Act of 1934. Such statements express our expectations, beliefs, and intentions regarding the future and include statements concerning our anticipated financial results, plans and expectations regarding the continuing development, commercialization, and financing of our fuel cell technology, our anticipated market opportunities, and our business plans