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Amprius Technologies Inc (AMPX)
NYSE:AMPX
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.03Last Year’s EPS
-0.08Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and commercial narrative: record quarterly and annual revenue, major gross margin improvement, technical validation (CES award, high energy-density metrics), meaningful customer expansion, and tangible progress toward NDAA compliance and U.S. manufacturing partnerships. At the same time, near-term financials are weighed down by a large one-time Colorado charge, negative adjusted EBITDA in the quarter, and operational scaling risks (converting many evaluations into high-volume orders and finalizing supplier contracts). Management gave constructive 2026 guidance (≥$125M revenue and positive adjusted EBITDA) and outlined a credible long-term margin and capacity target, but execution risk remains around scaling, cash timing (the $20M cash settlement), and converting the pipeline.Company Guidance
Record Quarterly and Annual Revenue
Q4 revenue of $25.2M, up 18% quarter-over-quarter and +137% year-over-year; full-year 2025 revenue of $73.0M (3x 2024), and an annualized revenue run-rate above $100M.
Material Gross Margin Improvement
Q4 gross margin improved to 24% (a +9 percentage-point increase QoQ and +45 percentage points YoY); full-year 2025 gross margin of 11% versus negative 76% in 2024, representing a large year-over-year turnaround.
Product and Technical Leadership
CES Best of Innovation award for a silicon-anode cell at 520 Wh/kg (nearly 2x conventional graphite-based cells); SiCore platform expanded to 22 cell designs across chemistries and formats; introduced three new cells in Q4 and retired one.
NDAA Compliance and Supply-Chain Progress
DIU contract increased to $14.8M to accelerate NDAA-compliant pilot/manufacturing lines; internal component sourcing scorecard 11/11 NDAA-compliant; expanded contract manufacturing partners (three in South Korea and first U.S. partner Nanotech Energy) and reported being ahead of schedule on compliance.
Customer Expansion and Notable Wins
Customer base expanded to over 550 customers (up from 444 in prior call, implying >100 new logos in the quarter); highlighted commercial platform win with Nokia Drone Networks and continued traction with customers such as Airbus/Alto and L3Harris.
Capital and Balance Sheet Actions
Cash position reported at approximately $90.5M with no debt; completed aftermarket financing facility; terminated ATM program; fully exited Colorado facility and settled related lease obligations (settlement and balance-sheet reductions expected to materially reduce future liabilities).
Operational and Margin Pathway Guidance
2026 baseline guidance: at least $125M revenue with first full year of adjusted positive EBITDA of at least $4.0M (net loss guidance of ~$8.0M, or $0.06 per share, assuming 134.5M shares); management targets long-term scale: >$600M contracted capacity by decade-end with >30% gross margins and ~20% EBITDA margins.
Efficiency and Cost Management
Q4 operating expenses were $8.9M (excluding one-time $22.5M charge); management highlighted resourceful culture and steps taken to reduce future operating costs (exit of Colorado facility and reallocation of R&D costs).
AMPX 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
AMPX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 04, 2026 | $12.55 | ― | ― |
Nov 06, 2025 | $11.26 | $12.73 | +13.06% |
Aug 07, 2025 | $7.72 | $8.06 | +4.40% |
May 08, 2025 | $2.49 | $2.47 | -0.80% |
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 Amprius Technologies Inc (AMPX) report earnings?
Amprius Technologies Inc (AMPX) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Amprius Technologies Inc (AMPX) earnings time?
Amprius Technologies Inc (AMPX) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AMPX EPS forecast?
AMPX EPS forecast for the fiscal quarter 2026 (Q1) is -0.03.