Exchange: NYSE·Updated 03:00 PM EDT
Latest Earnings Results: Q2 '26

Reported: Aug 11

Estimated EPS

-$0.04

Reported EPS

-$0.04

Surprise

+3.95%

Estimated Rev

$5.6M

Reported Rev

$5.1M

Surprise

-8.93%

• Reported GAAP EPS of -$0.05 up 28.57% YoY • Reported revenue of $5.07M up 43.80% YoY

Bullish Takeaway

SES AI Corporation achieved 43.8% quarterly revenue growth and is strategically expanding into the Energy Storage Systems market and defense-related drone cell manufacturing to drive future revenue and competitive positioning.

Bearish Takeaway

SES AI Corporation faces significant financial risks, including persistent operating losses, an accumulated deficit of $401.9 million, and potential delisting from the NYSE due to failing minimum share price requirements.

Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.

Investor Presentationearnings release

Historical Earnings

Quarterly

Annual

EPS

Revenue

Fiscal PeriodEstimatedReportedSurpriseResult
Q3 '26
-$0.03
--
--
N/A
Q2 '26
-$0.04
-$0.04
3.95%
BEAT
Q1 '26
-$0.03
-$0.03
2.90%
BEAT
Q4 '25
-$0.04
-$0.04
-0.59%
MISSED
Q3 '25
-$0.04
-$0.06
-49.26%
MISSED

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