{"filing":{"accession_number":"0001104659-26-077042","cik":"0000886128","ticker":"FCELB","company_name":"FUELCELL ENERGY INC","form":"8-K","filing_date":"2026-06-24","report_date":null,"primary_document":"fcel-20260622x8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/886128/000110465926077042/fcel-20260622x8k.htm"},"events":[{"id":13357,"run_id":11864,"accession_number":"0001104659-26-077042","anchor_item_number":"1.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"summary":"FuelCell Energy entered into a material definitive agreement with Fit Energy on June 22, 2026, for up to 380 MW of clean power generation platforms for data centers, including warrant issuance (12 million shares at $26.44 strike price) tied to performance-based deployment milestones and a registration rights agreement.","company_name":"FUELCELL ENERGY INC","ticker":"FCELB","filing_date":"2026-06-24","form":"8-K","submitted_at":null,"items":[{"id":10477,"accession_number":"0001104659-26-077042","item_number":"1.01","item_title":"Entry Into a Material Definitive Agreement.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"FuelCell Energy entered into a material definitive agreement with Fit Energy on June 22, 2026, for up to 380 MW of clean power generation platforms for data centers. The agreement includes warrant issuance (12 million shares at $26.44 strike price) tied to performance-based deployment milestones and a registration rights agreement. This constitutes a material commercial arrangement that represents a significant strategic partnership and revenue opportunity for the company, disclosed under Item 1.01 (Entry Into a Material Definitive Agreement).","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-24T11:12:46.679979+00:00","company_name":"","ticker":null,"filing_date":""},{"id":10478,"accession_number":"0001104659-26-077042","item_number":"3.02","item_title":"Unregistered Sales of Equity Securities.","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.92,"reasoning":"FuelCell Energy issued warrants to purchase shares of Common Stock in a private placement on June 22, 2026, relying on Section 4(a)(2) exemption from Securities Act registration. The press release confirms warrants tied to future deployment milestones of up to 380 MW are being issued to Fit Energy. This is a classic dilutive equity issuance—unregistered warrants that will dilute existing shareholders upon exercise—and is material to investors assessing capital structure and ownership dilution.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-24T11:12:46.679979+00:00","company_name":"","ticker":null,"filing_date":""},{"id":10479,"accession_number":"0001104659-26-077042","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"FuelCell Energy announced a strategic agreement with Fit Energy for up to 380 MW of clean power delivery to data centers, with an immediate 30 MW deployment expected this year and warrant eligibility tied to future milestones. This is a material commercial partnership and customer contract that validates the company's scaling strategy and represents significant revenue opportunity, but does not fit the specific categories of M\u0026A activity, debt issuance, or other defined financial/governance events—making it an operational/strategic business milestone.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-24T11:12:46.679979+00:00","company_name":"","ticker":null,"filing_date":""},{"id":10480,"accession_number":"0001104659-26-077042","item_number":"8.01","item_title":"Other Events.","event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"FuelCell Energy announced a strategic agreement with Fit Energy for up to 380 MW of clean power delivery to data centers, with an immediate 30 MW deployment expected this year and warrant eligibility tied to future milestones. This is a material commercial partnership and customer contract that validates the company's scaling strategy to 500 MW and demonstrates significant market traction in the high-growth AI/data center power sector, but does not constitute a merger, acquisition, debt issuance, or other specifically-defined event type.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-24T11:12:46.679979+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":10477,"accession_number":"0001104659-26-077042","item_number":"1.01","item_title":"Entry Into a Material Definitive Agreement.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"FuelCell Energy entered into a material definitive agreement with Fit Energy on June 22, 2026, for up to 380 MW of clean power generation platforms for data centers. The agreement includes warrant issuance (12 million shares at $26.44 strike price) tied to performance-based deployment milestones and a registration rights agreement. This constitutes a material commercial arrangement that represents a significant strategic partnership and revenue opportunity for the company, disclosed under Item 1.01 (Entry Into a Material Definitive Agreement).","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-24T11:12:46.679979+00:00","company_name":"FUELCELL ENERGY INC","ticker":"FCELB","filing_date":"2026-06-24"},{"id":10478,"accession_number":"0001104659-26-077042","item_number":"3.02","item_title":"Unregistered Sales of Equity Securities.","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.92,"reasoning":"FuelCell Energy issued warrants to purchase shares of Common Stock in a private placement on June 22, 2026, relying on Section 4(a)(2) exemption from Securities Act registration. The press release confirms warrants tied to future deployment milestones of up to 380 MW are being issued to Fit Energy. This is a classic dilutive equity issuance—unregistered warrants that will dilute existing shareholders upon exercise—and is material to investors assessing capital structure and ownership dilution.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-24T11:12:46.679979+00:00","company_name":"FUELCELL ENERGY INC","ticker":"FCELB","filing_date":"2026-06-24"},{"id":10479,"accession_number":"0001104659-26-077042","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.75,"reasoning":"FuelCell Energy announced a strategic agreement with Fit Energy for up to 380 MW of clean power delivery to data centers, with an immediate 30 MW deployment expected this year and warrant eligibility tied to future milestones. This is a material commercial partnership and customer contract that validates the company's scaling strategy and represents significant revenue opportunity, but does not fit the specific categories of M\u0026A activity, debt issuance, or other defined financial/governance events—making it an operational/strategic business milestone.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-24T11:12:46.679979+00:00","company_name":"FUELCELL ENERGY INC","ticker":"FCELB","filing_date":"2026-06-24"},{"id":10480,"accession_number":"0001104659-26-077042","item_number":"8.01","item_title":"Other Events.","event_type":"operational_other","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"FuelCell Energy announced a strategic agreement with Fit Energy for up to 380 MW of clean power delivery to data centers, with an immediate 30 MW deployment expected this year and warrant eligibility tied to future milestones. This is a material commercial partnership and customer contract that validates the company's scaling strategy to 500 MW and demonstrates significant market traction in the high-growth AI/data center power sector, but does not constitute a merger, acquisition, debt issuance, or other specifically-defined event type.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-06-24T11:12:46.679979+00:00","company_name":"FUELCELL ENERGY INC","ticker":"FCELB","filing_date":"2026-06-24"}]}