Quantumscape Corporation (QS)
NASDAQ:QS
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Earnings Data
Report Date
Jul 29, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.18Last Year’s EPS
-0.2Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated multiple clear technical and commercial milestones — Eagle Line installation and initial QSE-5 production, AI-enabled quality improvements, first ecosystem billings, advancing OEM engagements and strong liquidity — which indicate meaningful progress toward commercialization. At the same time, the company remains early in monetization: Q1 billings are small relative to substantial GAAP losses and ramp/partner scale-up risks remain. On balance, the transcript conveys cautious optimism driven by operational momentum and ample liquidity but acknowledges significant near-term execution and financial challenges.Company Guidance
Eagle Line Installation and Initial Production
Completed installation of the Eagle Line and commenced start-up operations in Q1; producing initial volumes of QSE-5 cells with plan to ramp production in Q2. Integrated advanced AI models into Eagle Line operations and reported substantive progress on cell quality and reliability.
First Ecosystem Customer Billings
Recorded first customer billings from ecosystem partners in Q1 totaling $11.0 million, demonstrating partner investment in QS technology and an early revenue-related cash inflow source from the capital-light ecosystem model.
Automotive Customer Traction and JDA Progress
Shipped cells to an automotive JDA partner for testing, completed technology evaluation with another top-10 OEM and moved that engagement into joint development; management noted that 4 of the top 10 global automotive OEMs are actively engaged across Europe, North America and Japan.
Strong Liquidity Position
Ended Q1 with $904.7 million in liquidity, providing runway to fund continued development, ramp activities and ecosystem investments.
Reiterated Financial Guidance
Reaffirmed full-year 2026 adjusted EBITDA loss guidance of $250 million to $275 million and reiterated full-year 2026 CapEx guidance of $40 million to $60 million; Q1 CapEx was $10 million (primarily final Eagle Line payments).
New Market Interest — AI Data Centers, Defense, Aerospace
Reported strong inbound customer interest from AI data-center operators and global players in military, aerospace and government sectors; management positioned the technology as a natural fit for 800V DC in-rack energy storage and last-meter power delivery.
Momentum in Customer Billings Versus Prior Year
Q1 customer billings were $11.0M versus approximately $19.5M recorded for the full fiscal year 2025 — Q1 billings represent roughly 56% of FY2025 total billings, indicating accelerating partner/customer activity early in 2026 and management reiterated a year-over-year increase in billings guidance.
QS 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
QS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 22, 2026 | $7.31 | $7.41 | +1.37% |
Feb 11, 2026 | $8.82 | $7.76 | -11.96% |
Oct 22, 2025 | $13.58 | $14.66 | +7.95% |
Jul 23, 2025 | $12.83 | $12.63 | -1.56% |
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 Quantumscape Corporation (QS) report earnings?
Quantumscape Corporation (QS) is schdueled to report earning on Jul 29, 2026, After Close (Confirmed).
What is Quantumscape Corporation (QS) earnings time?
Quantumscape Corporation (QS) earnings time is at Jul 29, 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 QS EPS forecast?
QS EPS forecast for the fiscal quarter 2026 (Q2) is -0.18.
