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FuelCell Energy's second-quarter results elicited a positive market reaction despite falling short of Wall Street's revenue projections. Management attributed significant year-on-year sales growth to strong product deliveries in South Korea, particularly to Goyne Green Energy.

CEO Jason Few highlighted the company's restructuring efforts aimed at lowering costs and refocusing on distributed power generation. The firm also noted ongoing discussions with hyperscalers and the impact of easier permitting on commercial opportunities. Analysts are closely monitoring the conversion of partnerships into orders and production scale-up efforts.