What changedvs. the 10-Q for 2026 Q2 — 5 notable changesView full comparison
    • Note 12. Stockholders’ Equity — Added: “Warrant Agreement In connection with the CEPA with Fit, on June 22, 2026, the Company entered into a warrant agreement (the “Warrant Agreement”) with Fit, pursuant to which the Company issued to Fit three tranches of warrants representing Fit’s right to purchase up to an…”
    • Note 13. Redeemable Preferred Stock — Added: “In conjunction with this financing, the Company entered into a promissory note in the aggregate principal amount of approximately $49.0 million to be disbursed in two tranches, and related security agreements securing the loan with equipment liens. The first tranche, disbursed…”
    • ITEM 2. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS — Added: “Committed Backlog represents definitive, non-cancelable agreements executed by the Company and its customers. Awarded Capacity Backlog represents commercial awards, capacity reservations, or similar customer commitments where the Company has been selected as the supplier and the…”
    • ITEM 2. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS — Rewritten: “In connection with the closing of the 2026 EXIM Financing, the Company also entered into omnibus amendments to the credit agreements for each of the 2025 EXIM Financing and the 2024 EXIM Financing (each as defined below), which replaced the minimum cash balance financial…”
    • Note 4. Revenue Recognition — Added: “There were no remaining performance obligations for Advanced Technologies contracts as of July 31, 2026. On June 22, 2026, the Company entered into a Capital Equipment Purchase Agreement (the “CEPA”) with Fit Energy USA LP (“Fit”), by its general partner, Fit US Inc. Pursuant to…”

    Company

    FuelCell Energy, Inc.

    Form

    10-Q

    Timestamp

    7:41 AM Sep 2, 2026

    Views

    11

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