Every material Form 8-K FUELCELL ENERGY INC has filed with the SEC since September 02, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
FuelCell Energy elected Peter Hopper, a digital infrastructure and investment executive, to its board effective October 26, 2026, after increasing the board to ten directors. He also joins the Compensation and Leadership Development Committee and the Nominating, Governance and Sustainability Committee, and the company says his data center and capital markets experience supports its power strategy for data centers.
Hopper receives an annual retainer of $75,000, prorated from October 26, 2026.
He is granted 2,231 restricted stock units that vest at the 2027 annual stockholder meeting.
Hopper is co-founder and managing director of Primary Digital Infrastructure and previously was a managing director at DigitalBridge.
The company announced the appointment in a press release dated October 28, 2026.
FuelCell Energy appointed Matthew Latino as Executive Vice President, Chief Financial Officer and Treasurer effective October 7, 2026, replacing Michael S. Bishop, who ends his CFO role effective October 6, 2026 and becomes Senior Advisor to the CEO through April 6, 2027. The CFO change is a significant leadership transition, and the filing details Latino's base salary, bonus targets and severance terms.
Michael S. Bishop ceases as CFO effective October 6, 2026; the Board deemed his separation a termination without cause
Matthew Latino, 41, previously served as Senior Vice President, Finance and Segment CFO at Xylem Inc. from November 2025 to June 2026
Latino's employment agreement provides a $460,000 base salary, a 70% target bonus for fiscal 2027 and a $1,000,000 target long-term incentive award
FuelCell Energy reported results for the third fiscal quarter ended July 31, 2026. Revenue fell 29% year over year and the gross loss widened, but the net loss narrowed because the prior-year period included impairment and restructuring expenses. The company also disclosed a Fit Energy purchase agreement and a first data center capacity reservation, which add to its backlog, though Awarded Capacity Backlog is not contracted revenue.
Revenue was $33.0 million versus $46.7 million, and gross loss was $(24.5) million versus $(5.1) million; the company cited $17.0 million in inventory and purchase commitment charges tied to Phase 0 of the Fit Energy agreement.
Net loss was $(45.3) million, or $(0.64) per share, compared with $(3.78) per share a year earlier, when impairment expense was $64.5 million.
Committed Backlog was $1.3 billion as of July 31, 2026, and the company added $2.4 billion to Awarded Capacity Backlog from Fit Energy's option for up to 350 MW.
Cash, cash equivalents and restricted cash totaled $737.3 million as of July 31, 2026, including net proceeds of about $245.5 million from a July 9, 2026 stock offering.
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