earnings
confidence high
sentiment positive
materiality 0.65
SES AI Q2 revenue up 44% to $5.1M; reaffirms FY2026 guidance of $30-35M
SES AI Corp
- Q2 revenue $5.1M vs $3.5M YoY (+44%); GAAP gross margin 22.6% vs 18.1% Q1.
- GAAP net loss $17.8M ($0.05/sh) vs $12.1M ($0.04) Q1; non-GAAP loss $13.1M ($0.04) vs $11.1M.
- Reaffirms FY2026 revenue guidance $30-35M, gross margin ~15%; liquidity ~$163M cash+investments.
- Sol-Ark certified UZ Energy's residential batteries; UZ has $20M 3-yr ATG Epower distribution deal.
- Paul Diemer (ex-CTO Flex Power, SVP Generac) appointed Class II director effective Aug 6, 2026.