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Aeva Technologies (AEVA)
NASDAQ:AEVA
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.44Last Year’s EPS
-0.45Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized significant commercial validation and momentum — major production wins (top European passenger OEM), NVIDIA reference selection, partnerships (LG Innotek), product milestones, and a record 100% YoY revenue increase. Management provided a decisive growth plan for 2026 (guidance of $30M–$36M revenue and multiple commercial targets) while improving operating efficiency and maintaining substantial liquidity. However, the company continues to face meaningful cash burn, sizable operating losses, execution and timing risks tied to customer ramps and supply-chain scaling, and competition and market timing uncertainties. On balance, the positive commercial progress and strengthened financial position outweigh the near-term financial and execution risks.Company Guidance
Major Passenger OEM Production Award
Won first major passenger vehicle production program from a top European OEM; Aeva will be the exclusive LiDAR supplier globally outside China with a target start of production (SOP) in 2028 — a significant validation for FMCW transition.
NVIDIA Reference Sensor Selection
Selected by NVIDIA as the reference LiDAR sensor for the DRIVE Hyperion platform; NVIDIA will integrate Aeva's 4D data for OEM development, validation and simulation, increasing potential OEM adoption across multiple vehicle types.
Revenue Growth — Doubled in 2025
Record revenues: Q4 2025 revenue of $5.6M and full-year 2025 revenue of $18.1M, representing a 100% year-over-year increase versus 2024.
Improved Operating Efficiency
Full-year non-GAAP operating loss declined 17% year-over-year to $102.0M, driven by a 12% reduction in non-GAAP operating expenses.
Strengthened Balance Sheet and Liquidity
Bolstered balance sheet by approximately $150M with partners (LG Innotek and Apollo); total available liquidity at year-end 2025 of $246.9M (including $121.9M cash/cash equivalents/marketable securities and a $125M undrawn facility).
Strategic Partnership and Investment from LG Innotek
Formed strategic collaboration with LG Innotek, which is investing up to $50M (equity, nondilutive investment for joint products, and capital investments) to accelerate product development and production capacity for next-generation products.
Product & Manufacturing Milestones
Completed final release for Atlas and built an automated final assembly line expected to enable annual systems capacity of 100,000 units; began shipments of Eve precision sensors late 2025 to customers such as SICK and LMI Technologies.
Defense and Non-Automotive Wins
Secured first defense contract with Forterra and began sizable shipments last quarter; management reported defense shipments were nearly a double-digit percentage of product sales last year, indicating non-automotive diversification.
Aggressive 2026 Revenue Guidance
Guided 2026 revenue to $30M–$36M, targeting approximately 70%–100% year-over-year growth (a potential third consecutive year of near-doubling revenue).
Commercial Momentum & 2026 Targets
Targeting 4+ commercial wins in 2026, planned Atlas C-sample shipments to Daimler Truck this year, Omni 360 product targeted for H2 2026, and a goal of a 5x increase in industrial sensor shipments.
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 |
|---|---|---|---|
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% |
May 14, 2025 | $14.45 | $17.03 | +17.85% |
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 (AEVA) report earnings?
Aeva Technologies (AEVA) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Aeva Technologies (AEVA) earnings time?
Aeva Technologies (AEVA) earnings time is at May 13, 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 AEVA EPS forecast?
AEVA EPS forecast for the fiscal quarter 2026 (Q1) is -0.44.