PLUG PLUG POWER INC

FY2025 10-K
Filed: Mar 2, 2026
Information Technology
Electrical Industrial ApparatusSEC EDGAR

PLUG POWER INC (PLUG) filed its fiscal year 2025 10-K annual report with the SEC on Mar 2, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • Core business model: Vertically integrated clean hydrogen solutions including production, storage, delivery, fuel cells, and electrolyzers serving material handling, logistics, stationary power
  • New emphasis: Commissioned liquid hydrogen production plant in St. Gabriel, Louisiana in April 2025; expanding electrolyzer gigafactory capabilities and modular 5MW/10MW electrolyzers targeting gigawatt-scale
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Management Discussion & Analysis

  • Revenue $709.9M in 2025, up 13% YoY from $628.8M in 2024, driven by services (+81.1%) and power purchase agreements (+38.2%)
  • Gross margin (loss) improved to -34.1% in 2025 from -99.4% in 2024, largest margin improvement in services segment (25.5% vs -10.7%)
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Risk Factors

  • Regulatory risk: potential delays or changes in permitting and green certification for hydrogen production facilities impacting operations and expansion
  • Geopolitical/macroeconomic risk: inflationary pressures and higher interest rates increasing costs of raw materials, labor, and transportation, squeezing margins
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Financial Summary
XBRL

Revenue

$710M

Net Income

-$1.6B

Operating Margin

-206.7%

Net Margin

-229.8%

ROE

-166.8%

Total Assets

$2.6B

EPS (Diluted)

$-1.42

Operating Cash Flow

-$536M

Source: XBRL data from PLUG POWER INC FY2025 10-K filing on SEC EDGAR. All figures in USD.

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