---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-427862"
form_type: "8-K"
ticker: "QS"
cik: "0001811414"
company_name: "QuantumScape Corp"
filed_at: "2026-10-21T20:18:34+00:00"
generated_at: "2026-10-21T20:20:13.883750+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# QuantumScape Q3 net loss narrows to $84.5M; first Honda billings; Muehlbauer 100 MWh line deal

## Summary
- GAAP net loss $84.5M (-$0.14 per share vs -$0.18 a year ago); operating expenses $92.4M, down from $115.0M; Adjusted EBITDA loss $60.7M, in line with expectations.
- Customer billings were $9.8M in Q3, including first billings under the June Honda agreement and first QSAS billings; liquidity was $819.8M at September 30.
- Signed QS ecosystem partnership with Germany's Muehlbauer Group to supply cell assembly equipment for a planned 100 MWh line, first commercial-scale QS cell production, targeted 2028.
- Reiterated FY2026 Adjusted EBITDA loss guidance of $250M-$275M and capex of $27M-$37M; Q3 capex was $4.4M.
- Signed an agreement with a new, unnamed 'leading global mobility manufacturer'; next-generation platform details to be announced Nov 11 at Kyoto symposium.

## SEC filing metadata
- accession: 0001193125-26-427862
- form_type: 8-K
- ticker: QS
- cik: 0001811414
- company_name: QuantumScape Corp
- filed_at: 2026-10-21T20:18:34+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1811414/000119312526427862/0001193125-26-427862-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1811414/000119312526427862/qs-20261021.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-427862
- JSON: https://secwatch.observer/filing/0001193125-26-427862.json
- Plain text: https://secwatch.observer/filing/0001193125-26-427862.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.