Form 8-K

8-K — PLUG POWER INC

Accession: 0001104659-26-072652

Filed: 2026-06-11

Period: 2026-06-11

CIK: 0001093691

SIC: 3620 (ELECTRICAL INDUSTRIAL APPARATUS)

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — tm2617557d1_8k.htm (Primary)

EX-99.1 — EXHIBIT 99.1 (tm2617557d1_ex99-1.htm)

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UNITED STATES

SECURITIES AND

EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of

the Securities Exchange Act of 1934

Date of Report (Date of earliest event

reported): June 11, 2026

Plug Power Inc.

(Exact name of registrant as specified in its

charter)

Delaware

1-34392

22-3672377

(State

or other jurisdiction

(Commission

File

(IRS

Employer

incorporation)

Number)

Identification

No.)

125 Vista Boulevard,

Slingerlands, New York

12159

(Address

of principal executive offices)

(Zip

Code)

Registrant’s telephone number,

including area code: (518) 782-7700

N/A

(Former name or former address, if changed since

last report.)

Check the appropriate box below if the Form 8-K

filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General

Instruction A.2. below):

¨ Written communications pursuant to Rule 425 under the Securities

Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange

Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under

the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under

the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading

Symbol(s)

Name of each exchange

on which

registered

Common

Stock, par value $0.01 per share

PLUG

The

Nasdaq Capital

Market

Indicate by check mark whether the registrant is an emerging growth

company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities

Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth

company ¨

If an emerging growth

company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or

revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 7.01.

Regulation FD Disclosure.

On June 11, 2026, Plug Power Inc. (the “Company”)

will hold its 2026 annual meeting of stockholders starting at 10:00 a.m. Eastern Time. The meeting will be held via live audio webcast

at www.virtualshareholdermeeting.com/PLUG2026 and will be open to the general public. At the meeting, Jose Luis Crespo, the Chief Executive

Officer and President of the Company, will give a general corporate overview of the Company and discuss, among other things, the matters

reflected in the presentation material, and stockholders of record will be given an opportunity to submit questions in writing. The presentation

material that will be used at the meeting is attached hereto as Exhibit 99.1 and incorporated herein by reference.

The information contained in this Item 7.01 and

Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended

(the “Exchange Act”), nor shall the information contained in this Item 7.01 and Exhibit 99.1 be incorporated by reference

into the Company’s filings under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth

by specific reference in such future filing.

Item 9.01.

Financial Statements and Exhibits.

(d) Exhibits.

Exhibit

Number

Title

99.1

Annual Meeting Presentation, dated June 11, 2026

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities

Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Plug Power Inc.

Date: June 11, 2026

By:

/s/ Paul Middleton

Name: Paul Middleton

Title:   Chief Financial Officer and Chief Accounting Officer

EX-99.1 — EXHIBIT 99.1

EX-99.1

Filename: tm2617557d1_ex99-1.htm · Sequence: 2

Exhibit 99.1

2 This presentation contains forward - looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 . These forward - looking statements include, but are not limited to, statements regarding the Company’s expectations, beliefs, plans, projections, and anticipated results of operations, including statements regarding cash usage ; liquidity ; asset monetization initiatives and the timing of such closings ; hydrogen production capacity, plant operations, and utilization ; project pipeline opportunities ; anticipated benefits of Project Quantum Leap ; the Company’s ability to achieve EBITDAS positive results in the fourth quarter of 2026 , positive operating income by the end of 2027 , and overall profitability by the end of 2028 ; anticipated revenue growth ; margin improvement targets across the Company's equipment, service, and hydrogen businesses ; adjusted earnings per share performance and expectations ; anticipated GenDrive material handling business expansion ; market demand opportunities arising from global energy security needs, industrial decarbonization mandates and initiatives, and rising power demand including from artificial intelligence infrastructure and data centers ; electrolyzer project development and execution, including international projects and progress toward final investment decision on strategic projects, FEED awards, and strategic partnerships, memoranda of understanding and project development opportunities ; and the Company's goal of delivering long - term shareholder value through disciplined capital allocation and profitable growth, including the potential benefits of hydrogen fuel cell deployments on electricity demand management and grid stability . Forward - looking statements are based on management’s current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements . These risks and uncertainties include, among others, the Company’s ability to achieve anticipated cost reductions and operational efficiencies ; improve margins and manage cash usage ; successfully execute its hydrogen production, liquefaction, logistics, and electrolyzer strategies ; secure and retain customer demand ; convert its project pipeline into revenue - generating projects ; complete asset monetization transactions on anticipated terms or timelines ; obtain financing or capital when needed ; respond to changes in government policies, incentives, regulations, and macroeconomic conditions ; execute on international electrolyzer and hydrogen projects within anticipated timelines and on anticipated terms ; and realize anticipated opportunities in developing markets such as sustainable aviation fuel and e - SAF . Investors are cautioned not to place undue reliance on these forward - looking statements, which speak only as of the date of this presentation . Plug undertakes no obligation to update or revise any forward - looking statements, whether as a result of new information, future events, or otherwise, except as required by law . For a further description of the risks and uncertainties that could cause actual results to differ materially from those expressed in these forward - looking statements, please refer to Plug’s filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10 - K for the fiscal year ended December 31 , 2025 and Quarterly Report on Form 10 - Q for the quarter ended March 31 , 2026 . Safe Harbor Statement

The focus is clear – improve execution, strengthen the financial position, and deliver long - term shareholder value through disciplined profitable growth .

4 Material Handling Electrolyzers Hydrogen Plants Strategic Priorities: Exiting 2026 : EBITDAS Positive Exiting 2027 : Operating Income Positive Exiting 2028 : Overall Profitability Plug Doing Real Things: Business Focus YE 2025: Gross Margin Neutral Execution and Growth Targets

5 Project Quantum Leap: Operational Foundation for the Path to Sustainable Profitability Effort to streamline operations, reduce structural costs, and improve execution across the business , while supporting continued growth To Date: x Positive gross profit in Q4 2025 x Approximately 50% reduction in cash usage versus 2024 x Significant margin improvement across equipment, service, and hydrogen businesses x Positive EBITDAS target in Q4 2026

6 Growth Remains a Central Priority Three global trends are increasing demand for hydrogen solutions Energy Security & Independence Industrial Decarbonization Rising Power Demand

8 8 GenDrive : Material Handling Value and Expansion 74,000+ installed and 280+ locations TH1

9 GenEco Electrolyzer Project Execution • 100 MW Galp Energia (Portugal) • 25 MW Iberdrola/BP (Spain) • 30 MW Carlton Power/Barrow Green (UK) ✓ Achieved FID ✓ First of Plug's 55 MW UK electrolyzer awards to move into execution Growth Pipeline • 275 MW FEED award with Hy2gen (Canada) • Allied Green Ammonia advancements in Uzbekistan x Tax incentive agreement progress x SAF/e - SAF MOU with Uzbekistan Airports Continued momentum toward FID on strategic projects

10 Plug Hydrogen Plant Network Georgia Live Capacity: 15TPD Louisiana Live Capacity: 15TPD Tennessee Live Capacity: 10TPD *”live capacity" refers to nameplate or designed capacity and not actual utilization

11 11

13 Material Handling Electrolyzers Hydrogen Plants Strategic Priorities: Exiting 2026 : EBITDAS Positive Exiting 2027 : Operating Income Positive Exiting 2028 : Overall Profitability Plug Doing Real Things: Business Focus YE 2025: Gross Margin Neutral Execution and Growth Targets

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