EarningsQ4 2026 Earnings Report
DE:4EB Q4 2026 EPS Results
Actual EPS-€0.21
Consensus EPS-€0.08
Beat/MissMissed by -€0.13
One Year Ago EPS-€0.04
DE:4EB Q4 2026 Revenue Results
Actual Revenue€11.98K
Expected Revenue€1.13M
Beat/MissMissed by -€1.12M
YoY Revenue Growth-99.80%
Earnings Announcement Details
QuarterQ4 2026
Date09/23/2026
TimeAfter Close
Conference CallWednesday, September 23, 2026
DE:4EB Upcoming Earnings
NeoVolta's next earnings date is estimated for November 17, 2026, based on past reporting schedules.
Q4 2026 Earnings Call Audio
DE:4EB Q4 2026 Earnings Call
0:00 / 0:00
Q4 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q4 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented substantial strategic and operational progress, including the opening of the Pendergrass facility, a 58% increase in fiscal-year revenue, new domestic manufacturing and supply relationships, early demand visibility, and planned capacity expansion. However, the quarter was materially weak, with revenue falling to approximately $13,000, significantly larger GAAP net losses, worsening adjusted EBITDA, credit-loss provisions, inventory reserves, and continued execution requirements before the pipeline becomes binding orders. The positive strategic developments outweighed the stated challenges, but the financial results and near-term ramp risks remained significant.Company Guidance
Fiscal-Year Revenue Growth
Fiscal year 2026 revenue increased 58% to $13.3 million from $8.4 million in fiscal year 2025, reflecting expansion beyond NeoVolta's historical residential base.
Strategic Transformation Into a Multi-Market Platform
NeoVolta completed its transformation from a residential battery storage business into a multi-market energy storage platform serving residential, commercial and industrial, and utility-scale markets.
Pendergrass Manufacturing Facility Officially Opened
The company officially opened its 210,600-square-foot NeoVolta Power facility in Pendergrass, Georgia. The facility is transitioning from physical build-out to operational execution, with the initial production line advancing through commissioning and site acceptance tests.
Production Ramp Remains on Track
Initial production at Pendergrass remains on track. The immediate priorities are completing validation and quality processes, establishing repeatable production workflows, and preparing the line for customer deliveries.
Domestic Manufacturing and Compliance Position
The Pendergrass facility is designed to support domestic supply chains and applicable domestic content and FEOC-sensitive procurement requirements. The company also received an independent opinion supporting the facility's FEOC compliance position.
NVWave Product Launch and First Purchase Order
NeoVolta launched the modular NVWave residential product, which is designed for sub-30-minute installation. The company received confirmation of NVWave's FEOC compliance and domestic content certification, received its first purchase order, and expects delivery in the coming days.
Third-Party Ownership Financing Platform
The company launched a third-party ownership financing offering for residential and commercial and industrial applications, which management said is intended to improve installer economics, reduce up-front customer costs, and support residential volume recovery as fiscal year 2027 progresses.
SK On Five-Year Cell Supply Agreement
NeoVolta signed a five-year agreement for SK On to supply 9 gigawatt-hours of U.S.-manufactured lithium iron phosphate battery cells to NeoVolta Power from 2027 to 2031.
Potential Expansion of SK On Collaboration
A broader framework contemplates an additional 9 gigawatt-hours of cells supplied by SK On and the purchase of energy storage packs manufactured by NeoVolta Power, subject to final commercial terms and order documents. Together, the signed agreement and broader framework are expected to support up to 18 gigawatt-hours of combined activity.
Planned Acceleration of Second Production Line
The company is accelerating investment in a second production line designed around pouch LFP cells from SK On. The line is expected to begin moving into implementation at the beginning of the next fiscal year and is expected to start producing in the second half of next calendar year.
Long-Term Manufacturing Capacity Target
The second line could expand the Pendergrass facility toward its target of 8 gigawatt-hours of annual BESS production capacity in 2028. Management described a potential ramp from 2 to 4 to 6 to 8 gigawatt-hours, with flexibility on the pack-manufacturing front end.
Early Utility-Scale Demand Visibility
NeoVolta has approximately 1.1 gigawatt-hours of early demand visibility through a non-binding letter of intent with Infinite Grid Capital, representing approximately $200 million of potential deployments. Approximately $53 million has been secured in a binding capacity reservation agreement.
Initial Infinite Grid Capacity Reservation
The company said it has reached a high-level reservation agreement covering the first 300 megawatt-hours of an edge data center project in Canada, with a financial commitment tied to the reservation. The project is expected to be delivered from the U.S. factory in 2027 and converted into purchase orders over time.
Pipeline Conversion and Customer Interest
Management described the sales pipeline as very robust and said customers visited the factory during its grand opening. The company expects to begin receiving orders between now and the end of calendar year 2026, has procured materials for its first 10 units, and said it has a home for those units that it expects to convert into purchase orders and deliver this year.
Commercial Product Development
NeoVolta is developing a commercial product expected to begin deliveries in the second quarter of next calendar year, with management specifically citing February, March, or April timing. The design is being transitioned to the U.S. with greater domestic content capability and is moving through beta production, certification, and vendor qualification.
Luminia Partnership and Commercial Pipeline
Luminia was described as a strategic partner with a portfolio and pipeline of opportunities, including several dozens and dozens of megawatts of solar-plus-storage and storage-only, behind-the-meter opportunities. NeoVolta also has a non-binding LOI with Luminia to evaluate M&A activity.
Broad Strategic Ecosystem
NeoVolta highlighted relationships with LONGi, PotisEdge, Infinite Grid Capital, and SK On as providing manufacturing expertise, supply chain depth, channel access, and early demand visibility.
Manufacturing Execution and Supplier Flexibility
Management said the first production line came together more smoothly than expected and that operations have been moving very well. The company is working with multiple container and system suppliers and expects the use of U.S.-manufactured cells to provide flexibility in sourcing other raw materials while maintaining domestic content requirements.
Capital Raised and New Term Loan Facility
NeoVolta raised nearly $50 million through equity financing during fiscal year 2026. Subsequent to year-end, it entered into a $20 million senior secured term loan facility, funded net of the original issue discount, with potential for up to an additional $10 million subject to mutual agreement and specified conditions.
Funding Toolkit and Working Capital Planning
The company ended fiscal year 2026 with $22.2 million of cash and cash equivalents and $3.2 million of restricted cash, totaling $25.4 million. Management cited cash on hand, the senior secured term loan facility, customer prepayments, equity financing, and a potential asset-based working capital revolver as funding sources.
DE:4EB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed