SES AI Corp — Earnings

Most recent reported period: FY2026 (Q1) (filed for period ending 2026-03-31) · sourced from SEC EDGAR

Next earnings (estimated): Tue, June 30, 2026 ~61 days away. Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)

Recent earnings · last 8 quarters

Quarter endRevenueYoYNet IncomeYoYOp. Margin
2026-03-31$7M↑+15.8%$-12M↑+2.7%-266.3%
2025-12-31$5M
2025-09-30$7M$-21M↑+30.7%-262.0%
2025-06-30$4M$-23M↓-13.8%-652.3%
2025-03-31$6M$-12M↑+20.1%-401.7%
2024-12-31
2024-09-30$-30M↓-124.0%
2024-06-30$-20M↓-53.7%

Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.

Last earnings · FY2026 (Q1)

Revenue
$7M
↑+15.8% +$918K YoY

Earnings surprise · last 8 quarters

YoY % change · proxy for analyst surprise until estimates land

EPS history · last 10 fiscal years

diluted, GAAP, annual

Note: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.

Margin trends · 23 quarters

margin trajectory tells the operating-leverage story
Gross Margin↓-60.6pts
18.1%
Operating Margin↑+135.5pts
-266.3%
Net Margin↑+34.3pts
-180.3%

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