Every material Form 8-K PLUG POWER INC has filed with the SEC since August 10, 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.
Plug Power said preliminary, unaudited third-quarter 2026 revenue grew more than 10% from Q3 2025, and net cash usage was approximately $28 million. The company said it remains on track for its previously communicated full-year 2026 revenue growth guidance of approximately 15% to 16%, but the figures may change after quarter-end close and auditor review.
Preliminary Q3 2026 revenue growth greater than 10% versus Q3 2025, based on unaudited estimates
Net cash usage for Q3 2026 approximately $28 million; cash and cash equivalents approximately $134 million at quarter end
No proceeds raised through the at-the-market offering program or other equity or debt capital raises in Q3
Full-year 2026 revenue growth guidance of approximately 15% to 16% reiterated; Q3 earnings call set for November 9, 2026
Plug Power said Chief Operating Officer Dean C. Fullerton will resign effective October 23, 2026, to accept a position at another company, having notified the company on September 17, 2026. The filing says the resignation was not due to any disagreement with the company on its operations, policies or practices, and that his duties will move to certain Executive Vice Presidents and Vice Presidents, with Fullerton assisting the transition.
Dean C. Fullerton, Chief Operating Officer, notified the company on September 17, 2026 of his resignation
Resignation takes effect October 23, 2026
Filing states no disagreement with the company on operations, policies or practices
Duties will transfer to certain Executive Vice Presidents and Vice Presidents
Plug Power reported second-quarter 2026 net revenue of $178.3 million, up from $174.0 million a year earlier, and a gross loss of $1.7 million compared with $53.5 million a year earlier. GAAP net loss attributable to Plug Power narrowed to $188.2 million from $227.1 million, and the company raised its full-year 2026 revenue growth guidance to 15% to 16%.
Net revenue was $178.3 million for the quarter ended June 30, 2026, versus $174.0 million in the prior-year quarter.
GAAP loss per share was $(0.14), compared with $(0.20) a year earlier; adjusted loss per share was $(0.07), compared with $(0.18).
Full-year 2026 revenue growth guidance was raised to a range of 15% to 16%.
Unrestricted cash was about $162 million at quarter end, and the company expects to reach positive EBITDAS in the fourth quarter of 2026.
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