When a company falls over 10% since the release of earnings, it normally means that the news wasn't good at all. If you look deeper at Ballard Power Systems(BLDP -2.68%) earnings numbers, though, there is one thing that should give investors promise: its growing margins. By lowering cash costs and improving its gross margins to 25% -- a figure that other fuel cell-oriented companies like FuelCell Energy (FCEL -6.06%) and Plug Power (PLUG -6.95%) are a far ways off from achieving -- it was able to post its closest EBITDA break-even numbers to date.

But of course shares are down for a reason, and there were some less encouraging signs in this earnings report as well. Find out what is the most concerning issue by tuning into the video below.