The earnings call highlighted strong revenue growth and strategic advancements, including a significant customer contract and a new partnership with Plexus. However, there were concerns regarding a decline in adjusted gross margins and the temporary nature of some revenue sources.

Company Guidance

During the Evolv Technology Third Quarter Earnings Results Conference Call, the company provided detailed guidance for 2025 and insights into their future outlook. Revenue for the third quarter of 2025 was $42.9 million, marking a 57% increase year-over-year, driven by new customer acquisitions and expanded deployments. The company reported an annual recurring revenue (ARR) of $117.2 million, growing 25% year-over-year, and a remaining performance obligation (RPO) just shy of $300 million. Adjusted EBITDA for the quarter was positive at $5.1 million with margins of 12%. The company expects 2025 revenue growth to be between 37% and 40%, revising their earlier guidance, and anticipates full-year adjusted EBITDA margins in the high single digits. Looking ahead to 2026, Evolv expects ARR growth to outpace revenue growth, forecasting revenues between $160 million and $165 million, with ARR expected to grow by at least 20%. The company also emphasized their strategic shift to a direct distribution model, which is expected to enhance long-term recurring revenue and profitability.

Strong Revenue Growth

Revenue was $42.9 million, marking a 57% year-over-year increase, driven by strong new customer acquisition and expanded deployments.

Positive Adjusted EBITDA

Reported fourth consecutive quarter of positive adjusted EBITDA with adjusted EBITDA margins of 12% in Q3.

Record Customer Contract

Included the largest customer contract in the company's history, contributing approximately $3 million in revenue in Q3.

Strategic Partnership with Plexus

Announced a new strategic partnership with Plexus to expand production capacity, global reach, and operational resiliency.

Product Development Milestones

Released the latest versions of Evolv Express 9.0, Evolv eXpedite 1.2, MyEvolv Portal, and Evolv Insights 6.0.

Increase in Customer Base

Welcomed over 60 new customers in Q3 and raised year-end estimate for active subscriptions to between 8,000 and 8,100.

Evolv Technologies Holdings (EVLV) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

EVLV Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2025 (Q4)	-0.04 / -	-0.03	―	―	―
Nov 13, 2025	2025 (Q3)	-0.04 / -0.02	-0.07	71.43% (+0.05)	―
Aug 14, 2025	2025 (Q2)	-0.04 / -0.02	-0.06	66.67% (+0.04)	―
Apr 28, 2025	2024 (Q4)	-0.04 / -0.02	-0.09	77.78% (+0.07)	―	―
Apr 28, 2025	2025 (Q1)	- / -0.01	-0.09	88.89% (+0.08)	―	―
Nov 06, 2024	2024 (Q3)	-0.08 / -0.07	-0.08	12.50% (<+0.01)	―	―
Aug 08, 2024	2024 (Q2)	-0.09 / -0.06	-0.1	40.00% (+0.04)	―
May 09, 2024	2024 (Q1)	-0.09 / -0.09	-0.12	25.00% (+0.03)	―
Feb 29, 2024	2023 (Q4)	-0.09 / -0.07	-0.12	41.67% (+0.05)	―
Nov 09, 2023	2023 (Q3)	-0.11 / -0.08	-0.13	38.46% (+0.05)	―

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

EVLV Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 13, 2025	$6.58	$6.00	-8.81%
Aug 14, 2025	$7.37	$7.75	+5.16%
Apr 28, 2025	$4.16	$4.10	-1.44%
Apr 28, 2025	$4.16	$4.10	-1.44%

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 Evolv Technologies Holdings (EVLV) report earnings?

Evolv Technologies Holdings (EVLV) is schdueled to report earning on Feb 26, 2026, After Close (Confirmed).

What is Evolv Technologies Holdings (EVLV) earnings time?

Evolv Technologies Holdings (EVLV) earnings time is at Feb 26, 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 EVLV EPS forecast?

EVLV EPS forecast for the fiscal quarter 2025 (Q4) is -0.04.

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