Recent 8-K filings for XOS

• May 14, 2026, 4:15 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Xos Q1 2026: record 38.6% gross margin, $11.2M revenue, operating loss down 49.5% YoY

  Revenue $11.2M (up 90% YoY from $5.9M); record gross margin 38.6% vs 20.6% in Q1 2025.

• May 13, 2026, 5:01 PM ET debt materiality 0.70 neutral item 1.01item 9.01

  Xos lowers convertible note conversion price to $12/share; adds mandatory conversion trigger

  Third A&R Note reduces conversion price from $71.451 to $12.00 per share of common stock.

• March 26, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Xos posts Q4 positive free cash flow; FY2025 EBITDA loss halved to $21M

  Q4 revenue $5.2M (down 55% YoY) on shift to powertrains; gross margin -50.5% GAAP, 5.2% non-GAAP.

• November 13, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Xos Q3 2025: $16.5M revenue, positive free cash flow $3.1M, 15.3% gross margin

  Revenue $16.5M on 130 units delivered; gross margin 15.3% vs 8.8% in Q2 2025.

• August 27, 2025, 7:59 PM ET other material materiality 0.60 negative item 1.02item 3.02item 9.01

  Xos terminates Mesa factory lease; issues 1.8M shares for interest conversion

  Termination contingent on landlord's new lease; Xos pays ~$2.7M over 18 months, forfeits $1.2M deposit, pays ~$1.3M commissions.

• August 14, 2025, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 9.01

  Xos enters ATM sales agreement with Roth Capital; up to $20M common stock offering

  Up to $20M common stock ATM offering; current capacity limited to ~$5.37M under S-3 instruction.

• August 14, 2025, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 9.01

  Xos caps convertible note conversion and interest shares at 1.74M (19.99%) pending Nasdaq stockholder approval

  Aljomaih amendment limits aggregate shares issuable under $20M convertible note to 1,737,247 (19.99% of outstanding).

• August 13, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 8.01item 9.01

  Xos Q2 2025: record revenue $18.4M, highest deliveries 135 units, positive free cash flow $4.6M

  Revenue $18.4M (+19% YoY), deliveries 135 units (90 in Q2 2024); both records.

• June 27, 2025, 7:59 PM ET leadership materiality 0.60 neutral item 5.02item 5.07item 9.01

  Xos Inc. Enters New Employment Agreements with CEO Semler and COO Sordoni; Shareholders Approve Equity Plan Amendment

  On June 26, 2025, Xos entered employment agreements with CEO Dakota Semler and COO Giordano Sordoni, replacing prior offer letters from 2016.

• May 14, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Xos Q1 revenue down 55% to $5.9M; positive GAAP gross margin of 20%

  Delivered 29 units ($5.9M) vs 62 units ($13.2M) in Q1 2024; shipped 60 units including 31 for UPS order.

• March 28, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Xos reports record 2024 revenue $56M, positive GAAP gross margin 7.1%, first positive free cash flow quarter

  FY 2024 revenue $56.0M, up 26% from $44.5M; GAAP gross margin improved to +7.1% from -2.9%.

• November 13, 2024, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Xos Q3 revenue $15.8M, delivers 94 units; gross margin expands to 18.1%

  Revenue of $15.8M down 5% YoY from $16.7M but up 2% QoQ from $15.5M.

• August 13, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  Xos Q2 revenue $15.5M, up 227% YoY; 90 units delivered; gross margin 13.1%

  Revenue $15.5M (+227% YoY); 90 units delivered (+137% YoY).

• June 4, 2024, 7:59 PM ET M&A materiality 0.75 neutral item 9.01

  Xos completes acquisition of ElectraMeccanica; issues 1.77M shares for all outstanding shares

  Acquisition closed March 26, 2024; each ElectraMeccanica share exchanged for 0.0143739 Xos common shares.

• May 15, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  Xos Q1 revenue $13.2M (+180% YoY), gross margin 21.2%, net loss $11.0M

  Cash balance surged to $47.3M from $11.6M after ElectraMeccanica acquisition added ~$50.2M.

• March 26, 2024, 7:59 PM ET M&A materiality 0.85 positive item 2.01item 3.02item 5.02item 8.01item 9.01 ◈ executive_change ×4◈ M&A Transactions

  Xos closes all-stock acquisition of ElectraMeccanica; adds ~$48M cash, 21% dilution

  Transaction closed March 26, 2024; ElectraMeccanica shareholders received 0.0143739 Xos shares per SOLO share.

• March 21, 2024, 7:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01 ◈ Earnings Releases

  Xos reports FY2023 revenue up 22% to $44.5M; enters deal to acquire ElectraMeccanica for cash infusion

  Full year 2023 revenue $44.5M, up 22% YoY; GAAP gross loss $(1.3)M vs $(30.0)M in 2022.

• March 20, 2024, 7:59 PM ET M&A materiality 0.60 positive item 5.07 ◈ Shareholder Votes ×2

  Xos stockholders approve share issuance for ElectraMeccanica acquisition at special meeting

  99.2% of votes cast (3,189,275 for) approved issuance of Xos shares to ElectraMeccanica shareholders.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.68 · Most common event earnings

10 positive 2 negative 12 neutral

source · XOS on sec.gov