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Earnings Data
Report Date
Aug 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.13Last Year’s EPS
-0.08Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlighted material strategic and operational progress — regulatory/certification milestones, a strong safety record, product and operational improvements, diversified revenue streams (aerial media ~40%), solid gross margins (62.5%) and a healthy cash position (RMB 1.03 billion). At the same time, near-term financials show a sharp sequential revenue drop from Q4, marked declines in eVTOL deliveries, rising operating expenses and widening adjusted losses. Commercial rollout timing remains contingent on regulator approvals and many orders are expected in H2, creating execution and timing risk. Overall, the company demonstrates strong long‑term positioning and first‑mover operational advantages but faces meaningful short‑term financial and execution challenges.Company Guidance
Regulatory and Certification Milestones
Obtained TC, PC and AC certifications and two operators hold OCs; company remains the only global eVTOL firm with TC, PC, AC and commercial operation license foundations, benefiting from newly revised Civil Aviation Law and a strengthened regulatory framework (NDRC/CAAC two-tier governance).
Strong Safety and Operational Track Record
EH216-S accumulated over 90,000 safe flight hours globally across 21 countries; two OC-certified operators (Hefei and Guangzhou) have maintained 0 accidents and 0 violations since March 2025 and completed over 3,000 EH216-S flights, supporting commercial credibility.
Revenue Diversification — Aerial Media Growth
Aerial Media (formation drones and related services) contributed ~40% of Q1 revenue; GD 4.0 formation-drone performances and services reported ~50% gross margin for that segment, helping keep consolidated gross margin elevated.
High Gross Margin Profile
Reported gross margin of 62.5% in Q1 2026, essentially flat YoY (62.4%) and up from 61.6% in Q4 2025 (+0.9 percentage points), reflecting manufacturing efficiency and supply chain improvements.
Operational & Product Enhancements
Introduced a battery cooling vehicle that doubled EH216-S utilization in field tests by reducing battery cooldown time; upgraded independent cabin air conditioning to improve passenger comfort in hot climates; Guangzhou Command & Control Center now fully operational to support multiple mission types.
Commercialization & Global Progress
Active progress in Thailand AAM sandbox (battery cooling tests, route/vertiport planning), first human-carrying flight in Mexico, trial permits in Thailand, Japan, South Korea, Middle East and Spain; targeting overseas VTCs leveraging bilateral agreements and aiming for Thailand commercial breakthrough by year-end.
VT35 and Product Pipeline Advancement
VT35 certification is progressing (certification-basis definition, system and flight tests, detailed avionics design) and non-human-carrying variants (firefighting, logistics) are under development to expand addressable market.
Solid Liquidity & Share Repurchase Program
Combined cash, equivalents and short-term investments totaled RMB 1.03 billion as of March 31, 2026; Board approved share repurchase program of up to USD 30 million, signaling confidence in long-term value.
Brand and Public Visibility Boost
Featured 16 EH216-S aircraft and 22,580 GD 4.0 formation drones at a high-profile Spring Festival Gala, setting a Guinness World Record and increasing public awareness and industry visibility.
EH 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
EH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 09, 2026 | $8.71 | $6.68 | -23.31% |
Mar 12, 2026 | $12.27 | $12.11 | -1.30% |
Nov 26, 2025 | $13.43 | $13.63 | +1.49% |
Aug 26, 2025 | $17.79 | $16.45 | -7.53% |
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 Ehang Holdings Ltd (EH) report earnings?
Ehang Holdings Ltd (EH) is schdueled to report earning on Aug 20, 2026, Before Open (Confirmed).
What is Ehang Holdings Ltd (EH) earnings time?
Ehang Holdings Ltd (EH) earnings time is at Aug 20, 2026, 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 EH EPS forecast?
EH EPS forecast for the fiscal quarter 2026 (Q2) is -0.13.
