FLNC at a glance
Fluence Energy, Inc. (FLNC, SEC CIK 1868941) filed its latest 10-K annual report on November 25, 2025, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 16, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), Fluence Energy, Inc. (FLNC) reported revenue of $2.3 billion (down 16.1% from FY2024) and a net loss of $48.3 million. Diluted EPS was -$0.37.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Fluence Energy, Inc. (FLNC) shares worth $762.1 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by BULLS HERMAN E on September 21, 2026 of 10,000 shares at $7.36 per share.
- In the last 90 days, FLNC insiders reported 2 open-market purchases ($125K) and 0 open-market sales ($0) on Form 4, a net purchase of $125K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.3B
- −16.1% vs prior year
- Insiders · 90 days
- 2 buys · 0 sells
- Net +$125K
- 13F holders
- 31 funds
- $762.1M · +0 vs prior quarter
- Latest 8-K
- Sep 16, 2026
- Item 7.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business: Battery-based energy storage solutions, services, and digital applications for utilities and commercial customers
- Emphasized new product lines: Smartstack and Gridstack Pro with increased R&D spend of $20.0M (+30.2%) supporting innovation
- Strategic shift: Focus on operational efficiencies and cost reductions amid lower lithium-ion battery prices; delays in large contract signings and U.S. production scaling
- Quantitative highlights: Deployed energy storage capacity grew 36.0% to 6.8 GW; contracted backlog up 21.3% to 9.1 GW; revenue declined 16.1% to $2.26B; net loss of $68M vs income prior year
- Noteworthy fact: Issued $400M of 2.25% Convertible Senior Notes due 2030 in December 2024 to bolster liquidity amid slowing revenue growth
Risk Factors
- Raw material cost volatility in steel, aluminum, lithium risks operating margins and supplier price hikes unhedged
- Macroeconomic exposure: credit risk from key customers including AES and affiliates potentially impacting revenue and cash flow
- Foreign currency risk from Euro, GBP, AUD, CAD, CHF fluctuations managed with forward contracts, currently immaterial impact assumed
- Interest rate risk on floating rate borrowings under 2024 Revolver with no current cash draws, potential future cost exposure
- Financing risk from reduced availability of tax equity, project debt, or financing could lower battery energy storage system demand
Management Discussion & Analysis
- No profitability or margin % details disclosed in provided text
- Risks: potential debt covenant breach, currency exchange fluctuations, reliance on declining battery costs, possible capital raising with dilution, and supply chain delays impact growth and operations
AI summary of the FLNC 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No profitability or margin percentages provided
- Risks, uncertainties, and forward-looking assumptions highlighted by management
Risk Factors
- New cybersecurity incident: June–July 2026 social-engineering attacks compromised confidential corporate IT information
- Regulatory risk: SEC cybersecurity disclosure rules and breach-notification laws across all 50 U.S. states, EU, and UK increase compliance exposure
- Operational risk: Future attacks could target remotely serviced battery-storage control planes, causing service disruption or physical battery damage
- Data-integrity risk: System failures or corruption could impair pricing, reserves, financial reporting, and regulatory compliance
- Financial risk: Cyber insurance may be inadequate, unavailable, or denied for future claims
AI summary of the FLNC 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Filing contains only Regulation FD exhibit-incorporation and liability language
- Exhibits 99.1 and 99.2 are furnished, not filed under Exchange Act Section 18
Item EX-99.1: Item EX-99.1
- FY2026 revenue guidance cut to approximately $2.4B from prior midpoint of $3.0B
- Adjusted EBITDA loss guidance widened to approximately $200M from prior midpoint loss of $10M
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Bernerd Da Santos appointed COO effective September 15, 2026, adding senior AES renewable-energy operating experience
- COO package: $650,000 salary, 100% target bonus, $700,000 sign-on bonus, and minimum $1.5 million FY2027 long-term incentive
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stephan May, Siemens Smart Infrastructure executive, joins Fluence’s board through Siemens’ contractual nomination right
- Appointment restores Siemens’ board representation after Ruth Gratzke’s resignation
Item 8.01: Other Events
- Principal executive offices relocated within Arlington, Virginia, effective September 1, 2026
- New address: 2107 Wilson Boulevard, Suite 900, Arlington, Virginia 22201
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results press release issued August 5, 2026
- Investor conference call and webcast scheduled for August 6, 2026 at 8:30 a.m. EDT
AI summaries of FLNC 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FLNC
Don't miss the next FLNC filing
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- Fund moves. Which tracked funds opened, added or cut FLNC, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| BULLS HERMAN E | Buy | Sep 21, 2026 | 10,000 | $7.36 |
| von Heynitz Harald | Buy | Sep 21, 2026 | 7,000 | $7.36 |
| Williams Peter Bennett | M | Jul 17, 2026 | 8,588 | - |
| Williams Peter Bennett | M | Jul 17, 2026 | 8,588 | - |
| Williams Peter Bennett | F | Jul 17, 2026 | 3,905 | $14.07 |
| SPT Holding Sarl | J | Jul 6, 2026 | 20,462,735 | - |
| Zahurancik John | Sell | Jun 23, 2026 | 15,974 | $22.03 |
| Zahurancik John | Sell | Jun 22, 2026 | 16,000 | $25.18 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.7B | $2.3B |
| Gross Profit | $141.0M | $341.1M | $295.8M |
| Net Income | - | $22.7M | -$48.3M |
| Gross Margin | - | 12.6% | 13.1% |
| Net Margin | - | 0.8% | -2.1% |
| Balance Sheet | |||
| Total Assets | - | $1.9B | $2.4B |
| Equity | $402.3M | $472.1M | $429.6M |
| ROE | - | 4.8% | -11.2% |
| Per Share | |||
| EPS | $-0.60 | $0.13 | $-0.37 |
| Cash Flow | |||
| Operating CF | -$111.9M | $79.7M | -$145.5M |
| CapEx | - | $8.1M | $14.9M |
Source: XBRL data in Fluence Energy, Inc. (FLNC)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FLNC share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $762.1M |
| Q1 2026 | 31 | $575.4M |
| Q4 2025 | 24 | $823.9M |
| Q3 2025 | 24 | $358.3M |
| Q2 2025 | 25 | $226.9M |
| Q1 2025 | 24 | $130.8M |
| Q4 2024 | 22 | $259.0M |
| Q3 2024 | 17 | $135.2M |
- BlackRock+1.89M (+34%)
- Morgan Stanley+1.07M (+50%)
- Vanguard Capital Management LLC+734.9K (+26%)
- Vanguard Portfolio Management LLC+670.8K (+22%)
- FMR LLC (Fidelity)+519.7K (+32%)
- D.E. Shaw & Co−2.85M (-47%)
- Bank of America Corp−2.27M (-73%)
- Millennium Management−1.57M (-92%)
- T. Rowe Price Group−1.49M (-93%)
- Two Sigma Investments−356.5K (-6%)
- Marex Group plc+23.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 198 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
FLNC filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 22, 2026 | - | - | - |
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 8-K | Sep 1, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jul 21, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 4 | Jun 4, 2026 | - | - | |
| SC 13D | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 8-K | May 15, 2026 | - | Analysis | |
| 4 | May 15, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | Apr 6, 2026 | - | Analysis | - |
| 8-K | Apr 3, 2026 | - | Analysis | - |
| 4 | Mar 19, 2026 | - | - | - |
| 4 | Mar 19, 2026 | - | - | - |
| 4 | Mar 19, 2026 | - | - | - |
| 4 | Mar 19, 2026 | - | - | - |
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FLNC SEC filings: frequently asked questions
Are FLNC insiders buying or selling?
In the last 90 days, Fluence Energy, Inc. (FLNC) officers, directors and 10% owners reported 2 open-market purchases worth $125,120 by 2 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold FLNC stock?
As of June 30, 2026, the largest Fluence Energy, Inc. (FLNC) holders among the 13F filers tracked by SignalX were BlackRock ($147.3 million), Two Sigma Investments ($106.1 million), Vanguard Portfolio Management LLC ($72.7 million), Vanguard Capital Management LLC ($71.4 million), Morgan Stanley ($63.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FLNC's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), Fluence Energy, Inc. (FLNC) reported revenue of $2.3 billion (down 16.1% from FY2024) and a net loss of $48.3 million. Diluted EPS was -$0.37. The figures come from the XBRL data in the 10-K.
What are the main risks in FLNC's latest 10-K?
In the 10-K filed November 25, 2025, Fluence Energy, Inc. (FLNC) flagged: Raw material cost volatility in steel, aluminum, lithium risks operating margins and supplier price hikes unhedged. Macroeconomic exposure: credit risk from key customers including AES and affiliates potentially impacting revenue and cash flow. (AI summary of the Risk Factors section.)
What did FLNC report in its latest 8-K?
Fluence Energy, Inc. (FLNC) filed an 8-K on September 16, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Filing contains only Regulation FD exhibit-incorporation and liability language.
What are the latest FLNC SEC filings?
Fluence Energy, Inc. (FLNC) filed its latest 10-K annual report on November 25, 2025, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 16, 2026 and a Form 4 insider filing on September 22, 2026.
What is FLNC's SEC CIK number?
Fluence Energy, Inc. (FLNC)'s SEC Central Index Key (CIK) is 1868941. EDGAR lists every FLNC filing under that number.
Ask anything about FLNC
The research agent reads FLNC's filings, financials, insider trades and 13F holders, then answers with sources.