earnings
confidence high
sentiment positive
materiality 0.75
Evolv Q2 revenue up 34% to $43.8M; raises FY2026 revenue and ARR guidance
Evolv Technologies Holdings, Inc.
- Q2 revenue $43.8M, up 34% YoY; net loss narrowed to $(9.3)M from $(40.5)M a year ago
- Ending ARR $132.7M, up 20% YoY; 70 new customers added in the quarter
- Adjusted EBITDA $4.4M in Q2 (10.1% margin), up from $2.1M in Q2 2025
- FY2026 revenue guidance raised to $180-185M (from $175-180M); adjusted EBITDA guided $15-16M
- Cash and marketable securities $63.4M, up $2.3M sequentially; purchase-subscription mix ~60%