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FLNC Fluence Energy
Power & cooling · NASDAQ · 한국어 페이지
Battery storage systems, contract-built in Vietnam with Chinese cells. Revenue is lumpy around project deliveries.
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Nov 23, 2026
Our estimate
$1.51B
$579M–$2.44B
vs a year ago
+45%
vs consensus
+86%
Estimate · within ±5% in 1 of 8 backtested quarters, average error 43.0%. Model: Trade data (US Census Bureau).
Key supply-chain flow
US imports of Vietnamese Li-ion batteries · to Aug 2026
+141%last 3 months vs a year earlier
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
Arizona imports of Chinese Li-ion batteries US Census Bureau | Inputs | B Linked | 0.61 | Aug 2026 |
US imports of Chinese Li-ion batteries US Census Bureau | Inputs | C Industry context | 0.46 | Aug 2026 |
US imports of Vietnamese Li-ion batteries US Census Bureau | Company shipments | C Industry context | 0.39 · leads 2Q | Aug 2026 |
US planned battery storage capacity US EIA | End demand | D Weak link | 0.13 · leads 1Q | Sep 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.