Xos, Inc. (NASDAQ: XOS) is a Los Angeles-based technology company and manufacturer of battery-electric commercial vehicles (EVs). Founded in 2016 by Dakota Semler and Giordano Sordoni, who were former fleet operators, Xos aims to decarbonize the commercial transportation sector. The company went public in 2020 via a SPAC merger with ...Xos, Inc. (NASDAQ: XOS) is a Los Angeles-based technology company and manufacturer of battery-electric commercial vehicles (EVs). Founded in 2016 by Dakota Semler and Giordano Sordoni, who were former fleet operators, Xos aims to decarbonize the commercial transportation sector. The company went public in 2020 via a SPAC merger with NextGen Acquisition Corp., listing on NASDAQ. Xos offers a range of medium-duty electric trucks, including Class 5-6 rolling chassis for applications such as commercial stepvans, uniform rental delivery, food and beverage distribution, and armored trucks. Its vehicles are built on the proprietary X-Platform, a high-voltage architecture designed for commercial fleets. Beyond vehicles, Xos provides comprehensive fleet services: Xos Hub, a rapid-deployment mobile charger; Xos mobile energy storage units; and turnkey energy infrastructure services. The company also offers Xosphere, a software platform that integrates vehicle data, maintenance, and charging to optimize fleet operations. In terms of financials, Xos has faced challenges typical of early-stage EV manufacturers, with negative net margins and EBITDA, but maintains a strong focus on reducing costs through efficient powertrain solutions. Key people include CEO Dakota Semler and COO Giordano Sordoni. The company has approximately 100 employees and is headquartered at 3550 Tyburn Street, Los Angeles. Xos aims to lead the commercial EV market by providing integrated solutions that reduce total cost of ownership for fleets, and it partners with organizations like Winnebago to expand its reach.
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InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo.
TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo.
IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores).
$46.0M
-17.8%
-57.8%
Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día.
$-25.3M
+49.5%
-39.2%
Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión.
+5.9%
-16.4%
-68.7%
Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas).
-71.9%
+12.3%
-302.4%
Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas.
-55.1%
+38.6%
-229.6%
Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones.
$5.4M
+110.9%
-68.4%
Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero.
+11.7%
+113.3%
-298.8%
Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro.
94.4%
-26.3%
-17.8%
Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico.
2.11x
+19.5%
+5.8%
Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo.
Operator: Welcome to the EXOS Second Quarter 26 Earnings Call. At this time, all participants are in listen only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's prepared remarks, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to David Zlotchew, General Counsel. Please go ahead.
David Zlotchew: Thank you. Thank you all for joining us today. Hosting the call with me are Exos' chief executive officer, Dakota Semler, Exos' chief operating officer, Giordano Sordoni, and Exos' chief financial officer, Liana Pogosyan. Today, after the close of regular trading, EXOS issued its second quarter 26 earnings press release. As you listen to today's conference call, we encourage you to have our press release in front of you, which includes our financial results, as well as commentary on the quarter ended 06/30/2026. Management statements today reflect management's views as of today, 08/13/2026 only, and will include forward looking statements including statements regarding our fiscal year 2026, management's expectations for future financial and operational performance, and other statements regarding our plans, prospects, expectations. These statements are not promises or guarantees and are subject to risks and uncertainties which could cause them to differ materially from actual results. Please refer to today's press release and our filings with the SEC including our most recently filed annual report on Form 10-Ks and subsequent filings for a more detailed discussion of important factors that could cause actual results to differ materially from these forward looking statements. Such factors include, but are not limited to, Exos' ability to access capital when needed and continue as a going concern, Xos' ability to implement business plans and identify and realize opportunities, potential supply chain disruption, and or economic downturns resulting from trade policies, tariffs, international conflicts and tensions, and or shortages of access to oil, energy, and other key industrial inputs. We undertake no obligation to update forward looking statements except as required by law. You should not put undue reliance on forward looking statements. Further, today's presentation includes references to non GAAP financial measures and performance metrics. Additional information about these non GAAP measures, including reconciliations of historical non GAAP measures to the comparable GAAP measures, is included in the press release we issued today. Our press release and SEC filings are available on the Relations section of our website at www.xostrucks.com/investor-overview. With that, I now turn it over to our CEO, Dakota.
Dakota Semler: Thanks, David. And thank you everyone for joining us on the call. Every company has a handful of quarters that redraw the boundaries of what it can become. Q2 26 was 1 of …