CBAK Energy Technology Inc (CBAT)
NASDAQ:CBAT
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.02Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong top-line momentum, a robust turnaround in the raw materials segment (Hitrans), meaningful cash generation, major capacity additions and expanding global commercial partnerships — all signaling growth potential. Offsetting these positives were substantial margin compression, reported operating and net losses for both the quarter and full year, and timing risks as new production lines ramp. Management frames the losses as temporary, driven by strategic investments and capacity transitions that should unlock larger scale and improved margins in 2026–2027.Company Guidance
Quarterly Revenue Surge
Consolidated net revenue for Q4 2025 rose 131.8% year-over-year to $58.80 million, demonstrating strong near-term top-line momentum.
Full-Year Revenue Growth
Consolidated net revenue for FY2025 reached $195.19 million, an 11% increase versus 2024.
Raw Materials (Hitrans) Turnaround
Hitrans full-year revenue surged 123% year-over-year to $89.21 million. Q4 Hitrans revenue was $27.98 million, up 944.1% year-over-year, driven by an upward raw material pricing cycle and increased downstream orders.
Strong LEV and REV Growth
LEV revenues in Q4 skyrocketed 524.2% to $12.92 million. Revenue from REV (full year) increased 252% year-over-year to $36.36 million, reflecting rapid adoption in two-wheeler and related markets.
Battery Business Revenue Expansion
Battery segment revenue in Q4 was $30.82 million, up 35.8% year-over-year; full year Battery business contributed $105.98 million to consolidated revenue.
Cash Generation and Liquidity
Cash and cash equivalents plus restricted cash totaled $75.68 million at December 31, 2025 (up from $60.79 million at end-2024). Net cash provided by operating activities was $48.55 million for FY2025 versus $39.70 million in 2024.
Capacity Additions and Product Launches
Commissioned a new 40135 product line with 2.3 GWh capacity at Dalian (end of 2025). Nanjing Phase II added 2 new production lines adding 3.0 GWh (complements 1.5 GWh Phase I). Company reports demand for 40135 far exceeds current supply.
Strategic Vertical Integration and Asset Investment
Invested $44.65 million in capital expenditures in 2025 to equip new facilities (Dalian, Nanjing, Zhejiang, Anhui). Hitrans is building a 10,000 MT cathode plant and 37,000 MT precursor facility (targeted operation starting 2026–H1 2027).
Commercial Partnerships and Market Expansion
Forged strategic relationships with SPIRO (Africa, now a top-5 customer), and international blue-chip clients including Anker Innovation, Scania (Posida), Ather Energy, Schneider ACE Battery and Inverted Energy; expanded presence in India, Vietnam (DAT) and Africa.
Corporate and Supply-Chain Measures
Incorporated Malaysian subsidiary on April 30, 2025 to localize supply chains and hedge against PRC export tax rebate phase-outs. Shareholders approved redomicile from Nevada to Cayman to streamline operations.
Non-Operating Income Support
Other income rose to $8.27 million for FY2025, including a $5.0 million compensation payment collected from a cancelled customer order, providing a one-time boost to the income statement.
CBAT 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
CBAT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 30, 2026 | $0.81 | $0.79 | -2.94% |
Nov 10, 2025 | $0.88 | $0.92 | +5.12% |
Aug 18, 2025 | $0.99 | $1.05 | +6.28% |
May 19, 2025 | $0.87 | $0.81 | -7.68% |
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 CBAK Energy Technology Inc (CBAT) report earnings?
CBAK Energy Technology Inc (CBAT) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is CBAK Energy Technology Inc (CBAT) earnings time?
CBAK Energy Technology Inc (CBAT) earnings time is at May 07, 2026, Before Open (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 CBAT EPS forecast?
Currently, no data Available