Aeva Technologies, Inc. (AEVA)
NASDAQ:AEVA
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.43Last Year’s EPS
-0.44Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights meaningful commercial momentum across multiple end markets (automotive production-intent deliveries, top OEM integrations, NVIDIA reference selection, defense wins, CityOS deployment, Nikon product launch) and very strong revenue growth (+90% YoY) while preserving liquidity. Offsetting risks include continued operating losses ($25.8M), quarterly cash use ($28.1M), the need to scale manufacturing, and several opportunities that remain early-stage or subject to multi-year timelines. Overall, the highlights and advancing commercial traction outweigh the financial and execution risks presented.Company Guidance
Record Quarterly Revenue and Strong YoY Growth
Q1 revenue of $6.3 million, a new company quarterly record and roughly a 90% year-over-year increase, driven by scaling sensor shipments and milestone progression with major customers.
Major Automotive Production Milestone with Daimler Truck
Began deliveries of production-intent Atlas C-sample sensors to Daimler Truck (exclusive long-range LiDAR supplier for their highway Level 4 program), supporting the OEM's validation ahead of target launch in 2027 and planned production ramp.
Progress with Top European Passenger OEM and Passenger Programs
Integrated first Atlas Ultra sensors into development vehicles for a top-10 global passenger OEM (exclusive supplier outside China) and continuing deliveries to support AV stack development ahead of target SOP in 2028.
NVIDIA Reference Sensor Selection
Aeva selected as the reference LiDAR sensor globally outside of China for NVIDIA DRIVE Hyperion, with active integration work (including velocity data path) that could broaden Aeva's addressability across OEMs using the NVIDIA platform.
Defense Expansion and Forterra Win
Expansion with Forterra to equip the MESA autonomous ground vehicle with four Atlas sensors for surround view; defense has moved quickly from win to shipment and is described as contributing a double-digit percentage of product revenues.
Launch and Initial Win for Aeva CityOS (Smart Infrastructure)
Unveiled Aeva CityOS (AI-powered ITS solution) and secured first large-scale deployment in Georgia with expansion to 30 additional intersections after successful initial rollouts, highlighting traction in municipal traffic management.
Commercial Deployment with Nikon and Eve Platform Traction
Nikon launched the APDIS MV5 robotic inspection laser radar powered by Aeva's Eve precision sensing platform under a multiyear production agreement; Aeva reports shipping in the '1,000-plus' range on the Eve side and growing customer engagements in factory automation and metrology.
Solid Liquidity Position and Controlled Operating Expenses
Total available liquidity of $224.5 million at quarter-end (including $99.5 million in cash/cash equivalents/marketable securities and a $125 million undrawn facility). Non-GAAP operating loss of $25.8 million was roughly flat year-over-year, reflecting expense discipline while scaling.
AEVA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AEVA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $16.57 | $13.66 | -17.56% |
Feb 26, 2026 | $13.64 | $13.26 | -2.79% |
Nov 05, 2025 | $13.78 | $12.94 | -6.10% |
Jun 30, 2025 | $37.79 | $28.66 | -24.16% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aeva Technologies, Inc. (AEVA) report earnings?
Aeva Technologies, Inc. (AEVA) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Aeva Technologies, Inc. (AEVA) earnings time?
Aeva Technologies, Inc. (AEVA) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is AEVA EPS forecast?
AEVA EPS forecast for the fiscal quarter 2026 (Q2) is -0.43.