Monitor Q3 revenue trajectory and cash burn rate; the company cited sequential improvement but faces industry-wide permit declines. Cash of $2.45M provides limited runway.
Price Chart
Executive Summary
Zeo Energy reported Q2 2026 revenue of $16.2M, down 10.7% YoY, and an Adjusted EBITDA loss of $(2.1)M vs a profit of $1.6M a year ago. Net loss per share improved to $(0.07) from $(0.11), but the revenue decline and margin compression signal ongoing headwinds in the residential solar market.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $16.2M, down 10.7% YoY from $18.1M
- Gross profit $7.6M (47.1% margin) vs $10.8M (59.8%) prior year
- Net loss $(2.7)M unchanged YoY; loss per share improved to $(0.07) from $(0.11)
- Adjusted EBITDA loss of $(2.1)M vs positive $1.6M in Q2 2025
- First half 2026 revenue up 9.2% to $29.4M; net loss narrowed to $(7.4)M from $(16.0)M
- Cash and cash equivalents $2.45M as of June 30, 2026
Financial Impact
Revenue declined 10.7% YoY to $16.2M; Adjusted EBITDA swung from +$1.6M to -$2.1M
Risk Factors
- Continued revenue decline in core residential solar business
- Cash burn and limited liquidity ($2.45M cash)
- Industry headwinds with 40% decline in residential solar permits
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3345317 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $0.2512 | awaiting T+20 | — | $0.2630 (−4.70%) |
Oct 14, 2026 13d ago | EFFECT | $0.2536 | awaiting T+20 | — | $0.2630 (−3.71%) |
Oct 7, 2026 19d ago | S-3/A | $0.2760 | awaiting T+20 | — | $0.2630 (+4.71%) |
Aug 14, 2026 10w ago | Press Release | $0.6182 $0.2396 | ▲ +61.24% | ▲ +59.25% | $0.2630 (+57.46%) |
Jun 15, 2026 19w ago | 8-K | $0.7400 $0.6130 | ▲ +17.16% | ▲ +17.36% | $0.2630 (+64.46%) |
May 18, 2026 23w ago | Press Release | $0.9270 $0.7400 | ▲ +20.17% | ▲ +21.75% | $0.2630 (+71.63%) |
Apr 1, 2026 29w ago | Press Release | $0.6070 $1.00 | ▼ −64.74% | ▼ −55.02% | $0.2630 (+56.67%) |
US Market Status
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