FuelCell Energy reported its fiscal third-quarter 2026 results, marking its first data center power agreement and an increased annualized production rate. However, the company missed financial estimates, with revenue falling 29% year-over-year to $33 million and an adjusted loss per share of $0.64, which was wider than expected. The increased loss was primarily driven by inventory and commitment charges tied to the new data center deal that outpaced current revenue.