Capstone Energy+(NASDAQ) CEPL

Capstone Energy+, Inc. makes compact power plants that create electricity right where it is used. These systems help businesses like data centers and factories stay powered during grid outages. They run on various fuels and produce less pollution than traditional engines.

Efficient Tools for Local Energy

• Microturbine Products: Gaseous-fuel engines generating electricity; accounted for $12.8 million of revenue in the three months ended June 30, 2026.
• Parts and Services: Maintenance and service contracts; generated $9.7 million of revenue for the three months ended June 30, 2026.
• Rental Solutions: Temporary power systems for industrial sites; contributed $2.2 million of revenue for the three months ended June 30, 2026.
• Accessories: Heat recovery and cooling systems; generated $0.2 million of revenue for the three months ended June 30, 2026.

Expanding Into the AI Era

• Released an 800-volt direct-current microturbine on Oct. 21, 2025, to support artificial intelligence infrastructure.
• Developed a reference design package specifically for data centers and AI factories.
• Increased international sales through distributors in Chile and Mexico during the quarter ended June 30, 2026.
• Added more staff to its salesforce to support a strategic shift toward direct sales.

Why Air-Bearing Systems Matter

The company uses air-bearing technology to create oil-free engines requiring less maintenance than standard motors. These systems can form microgrids to provide independent power for individual facilities or remote locations.

Tracking Recent Financial Performance

• Total revenue was $24.9 million for the three months ended June 30, 2026.
• Gross profit was $8.8 million in the three months ended June 30, 2026, up $1.2 million year over year.
• Net income reached $0.04 million for the three months ended June 30, 2026.
• Cash and cash equivalents increased $3.4 million during the three months ended June 30, 2026.
• Operating activities provided $5.4 million in cash for the three months ended June 30, 2026.

Looking at the Big Picture

Capstone has moved from traditional oil markets toward energy-efficient microgrids and data center infrastructure. Its focus on service contracts and direct sales aims to improve financial stability and reach new sectors.