While there were notable declines in revenue and adjusted EBITDA, as well as challenges in the Aero and Architecture segments, the call highlighted solid performance, significant business milestones, improved financial terms, and a strong purchase order backlog. The reaffirmation of 2025 guidance underscores confidence in future growth.

Company Guidance

During the first quarter of 2025, Gauzy Limited demonstrated resilience in the face of global market uncertainties, reporting revenues of $22.4 million, a decrease from $24.7 million in the prior year. The company experienced growth in its Automotive and Safety Tech divisions, with Safety Tech revenues slightly increasing to $10.8 million, while Aero and Architecture faced temporary delivery shifts due to market hesitations. Gross margins improved to 25.6%, up from 25.1% the previous year, with significant advancements in operational efficiencies. Operating expenses declined by 9% to $14.4 million, while adjusted EBITDA was negative at $5.5 million, reflecting ongoing challenges. Gauzy reaffirmed its 2025 guidance, expecting annual revenues between $130 million and $140 million and positive adjusted EBITDA, supported by a robust backlog of purchase orders, which increased from $31 million to nearly $36 million by March's end. The company's strategic partnerships, notably with Air France KLM and Mercedes-Benz, alongside a new $10 million debt facility, position it for sustained growth through the year.

Solid First Quarter Performance

Despite global uncertainties, Gauzy delivered a solid first quarter with strong demand for their technologies, highlighting the resilience of their business model.

Significant Business Milestones

Key milestones include partnerships with Air France KLM for advanced shading systems, Mercedes-Benz for dual-technology windows, and ramp-up of Cadillac Celestique EV production.

Record Purchase Order Backlog

The backlog of purchase orders expanded from below $31 million at the end of 2024 to almost $36 million by the end of March 2025, indicating strong continued demand.

Improved Financial Terms on Debt

Gauzy secured a $10 million debt facility at more favorable terms, including a 370 basis point interest rate reduction and no prepayment penalties.

Reaffirmed 2025 Guidance

The company reaffirmed its revenue guidance for 2025, anticipating revenue in the range of $130 million to $140 million with more than 30% growth at the midpoint.

Operational Cash Flow Improvements

Cash use in operating activities improved significantly from $6.9 million in the prior year to $0.6 million in the first quarter of 2025.

Gauzy Ltd. (GAUZ) 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 >

GAUZ Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q3)	-0.29 / -	-0.29	―	―	―
Aug 13, 2025	2025 (Q2)	-0.32 / -0.57	-2.6	78.08% (+2.03)
May 13, 2025	2025 (Q1)	-0.26 / -0.58	-2.51	76.89% (+1.93)
Mar 11, 2025	2024 (Q4)	-0.17 / -0.61	-1.085	43.78% (+0.47)
Nov 12, 2024	2024 (Q3)	-0.36 / -0.29	-1.116	74.01% (+0.83)
Aug 08, 2024	2024 (Q2)	0.14 / -2.60	-0.987	-163.42% (-1.61)

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

GAUZ Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 13, 2025	$6.46	$6.10	-5.57%
May 13, 2025	$9.71	$8.96	-7.72%
Mar 11, 2025	$8.36	$10.64	+27.27%
Nov 12, 2024	$8.74	$8.47	-3.09%

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 Gauzy Ltd. (GAUZ) report earnings?

Gauzy Ltd. (GAUZ) is schdueled to report earning on Nov 18, 2025, Before Open (Confirmed).

What is Gauzy Ltd. (GAUZ) earnings time?

Gauzy Ltd. (GAUZ) earnings time is at Nov 18, 2025, Before Open (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 GAUZ EPS forecast?

GAUZ EPS forecast for the fiscal quarter 2025 (Q3) is -0.29.

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