Aeva Technologies, Inc. specializes in cutting-edge sensing technology, producing a compact 4D LiDAR-on-chip. The company leverages its unique frequency modulated continuous wave ...
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Est. EPS $-1.56 · Revenue $31.63M · 3 analysts
Est. EPS $-1.58 · Revenue $70.35M · 3 analysts
Est. EPS $-0.20 · Revenue $58.96M · 2 analysts
Est. EPS $-0.14 · Revenue $70.14M · 2 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $18.1M | +99.4% | -2.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-145.4M | +4.5% | -127.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | -3.7% | +91.3% | +15.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -705.8% | +59.6% | +11.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -804.4% | +52.1% | -132.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-119.7M | -6.8% | -11.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -662.0% | +46.4% | -14.0% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 774.8% | +20379.1% | +145.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 4.28x | +35.9% | +91.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $179.7M | +21.8% | +54.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -2.55 vs -1.81 | -40.8% | -1.23 vs -0.20 | -500.0% |
| Revenue Surprise | $18.1M vs $16.7M | +8.5% | $6.1M vs $59.0M | -89.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 18, 2026 | Sinha Saurabh | officer: Chief Financial Officer | Common Stock | D | 70,000 | $21.21 |
| Aug 12, 2026 | MOTLAGH KATHERINE | director | Common Stock | D | 2,500 | $25.50 |
| Aug 11, 2026 | Dardashti Soroush Salehian | director, officer: Chief Executive Officer | Common Stock | D | 16,217 | $24.12 |
| Aug 11, 2026 | Dardashti Soroush Salehian | director, officer: Chief Executive Officer | Common Stock | D | 14,297 | $24.54 |
| Aug 10, 2026 | Dardashti Soroush Salehian | director, officer: Chief Executive Officer | Common Stock | D | 38,622 | $23.86 |
Operator: Thank you for your continued patience. Your meeting will begin shortly. If you need assistance at any time, please press zero, and a member of our team will be happy to help you. If you need assistance at any time, please press zero, and a member of our team will be happy to help you. Good day. My name is Stephanie, and I will be your conference facilitator. I would like to welcome everyone to today's Aeva Technologies Second Quarter 26 Earnings Conference Call. During the opening remarks, all participants will be in a listen-only mode. Following the opening remarks, we will conduct a question and answer session. As a reminder, today's conference is being recorded and simultaneously webcast. I would like to now turn the call over to Andrew Fung, Senior Director of Investor Relations and Corporate Development. Andrew, please go ahead. Andrew Fung: Thank you, and welcome, everyone, to Aeva's second quarter 26 Earnings Conference Call. Joining on the call today are Soroush Salehian, Ava's Co-Founder and CEO and Saurabh Sinha, Ava's CFO. Ahead of this call, we issued our second quarter 26 press release and presentation. Which we will refer to today and can be found on our Investor Relations website at investors.ava.com. Please note that on this call, we will be making forward looking statements. Based on current expectations and assumptions. Which are subject to risks and uncertainties. These statements reflect our views only as of today and should not be relied upon as representative of our views as of any subsequent date. These statements are subject to a variety of risks and uncertainties that could cause actual results to differ materially from expectations. For a further discussion of the material risks and other important factors that could affect our financial results, please refer to our filings with the SEC including our most recent Form 10 Q and Form 10-K's. In addition, during today's call, we will discuss non GAAP financial measures. Which we believe are useful as supplemental measures of Aeva's performance. These non GAAP measures should be considered in addition to and not as a substitute for or in isolation from GAAP results. The webcast replay of this call will be available on our company website under the Investor Relations link. And with that, let me turn the call over to Soroush. Soroush Salehian Dardashti: Thanks, Andrew, and good afternoon, everyone. Q2 was another strong quarter at Aeva. We continue to build on our leadership position with more miles milestones delivered to our customers and partners and important expansion into new areas leveraging our same core technology developed over the last 10 years. In particular, we announced today our entrance into a very exciting new market beyond sensing applications that I will talk more about in a bit. Reflecting our commercial momentum, we achieved another strong revenue quarter with continued strong sensor shipments and NRE higher than the previous year. With demand …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Mina Rezk | Co-Founder, President, Chief Technology Officer & Chairman of the Board | USD 1,722,350 | Male | 1986 | Active |
Soroush Salehian Dardashti | Co-Founder, Chief Executive Officer & Director | USD 1,612,350 | Male | 1990 | Active |
Saurabh Sinha | Chief Financial Officer | USD 503,150 | Male | 1978 | Active |
Rupesh Maheshwari | VP & Corporate Controller | — | Male | 1976 | Active |
Andrew Fung | Senior Director of Investor Relations & Corporate Development | — | Male | — | Active |
Aeva Technologies announced a potential deal with a major hyperscaler JDA and new optical connectivity product, but material revenues remain years away. AEVA's Q2 revenues were stagnant at $6.1 million, with no near-term sales ramp despite a robust pipeline. Large deals with Daimler Truck and a hyperscaler could drive significant revenue, but production ramps are not expected until 2027–2028.
Aeva stock beat earnings last night -- by losing slightly less money than it was expected to. The self-driving car stock is still probably not going to be profitable before 2030.
Aeva's Q2 loss narrows as service revenues nearly triple, lifting sales and turning gross profit positive despite higher operating expenses.
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Aeva® (Nasdaq: AEVA), a leader in next-generation sensing and perception systems, today announced that Aeva management will participate in the following upcoming investor events. Canaccord Genuity's 46th Annual Growth Conference Location: Boston, MA Date: August 11, 2026 Presentation: 12:00 PM ET J.P. Morgan 2026 Auto Conference Location: New York, NY Date: August 12, 2026 Oppenheimer 29th Annual Technology, Internet & Communications Conference Locati.
Aeva Technologies, Inc. (AEVA) Q2 2026 Earnings Call Transcript
