EarningsQ3 2026 Earnings Report
DE:4EV0 Q3 2026 EPS Results
Actual EPS<€0.01
Consensus EPS€0.03
Beat/MissMissed by -€0.02
One Year Ago EPS€0.02
DE:4EV0 Q3 2026 Revenue Results
Actual Revenue€15.34M
Expected Revenue€19.14M
Beat/MissMissed by -€3.79M
YoY Revenue Growth+3.37%
Earnings Announcement Details
QuarterQ3 2026
Date08/10/2026
TimeAfter Close
Conference CallMonday, August 10, 2026
DE:4EV0 Upcoming Earnings
Electrovaya's next earnings date is estimated for December 8, 2026, based on past reporting schedules.
Q3 2026 Earnings Call Audio
DE:4EV0 Q3 2026 Earnings Call
0:00 / 0:00
Q3 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q3 2026 Earnings Call Summary
Q3 2026
Earnings Call Date:Aug 10, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a broadly positive strategic outlook anchored by several major durable wins and capabilities — a formalized Amazon agreement, launch of the high‑power ElvaPulse product, record gross margins and adjusted EBITDA, and Jamestown nearing production. These developments position the company for a material revenue and product-mix shift in FY2027 and beyond. Near-term challenges include timing-driven revenue deferrals (~$5M), supply‑chain and SKU complexity limiting short-term deliveries, higher quarter-level operating expenses and an increase in debt and working capital use. Management framed the negatives as timing and execution risks rather than demand loss, emphasizing certification, production ramp and pipeline conversion as the keys to realize the upside.Company Guidance
Amazon Commercial Agreement
Signed a long-term commercial agreement and associated warrant transaction with Amazon (already the company's largest end customer), creating strategic alignment across material handling, robotics and stationary energy storage and providing a framework for expanded future orders.
ElvaPulse Launch and Technical Specs
Launched the ElvaPulse 1500 stationary energy storage system: 20-foot modular container, 1,500 V DC architecture, up to 2.88 MWh nominal energy and configured to deliver up to ~9 MW (able to discharge full rated capacity in under 30 minutes). Targeting UL 1973/9540 certification (Q1 2027) and initial deliveries beginning Q2 2027; designed to support Section 48E tax credit eligibility.
Record Margins and Adjusted EBITDA
Achieved record quarterly gross margin of 34.9% (up 410 basis points year-over-year from 30.8%) and record quarterly adjusted EBITDA of $3.7 million (up ~27% YoY). Adjusted EBITDA margin was ~20.7% for the quarter and 16.5% for the 9 months.
Revenue Growth Year-to-Date
Revenue for the 9-month period was $51.3 million, up approximately 18.5% versus $43.3 million in the prior year, demonstrating meaningful year-to-date top-line growth despite quarter timing shifts.
Jamestown Manufacturing Progress
Jamestown expansion nearing production: dry-room construction complete, major manufacturing equipment built; scheduled 8-week factory acceptance test at supplier in Korea within ~7–10 days to validate full cell assembly line prior to shipment, positioning initial Jamestown-driven deliveries in FY2027.
Diversified Commercial Pipeline
Growing, multi-vertical pipeline across data centers, hyperscalers, defense, robotics and construction equipment (Sumitomo partnership in Japan). Participating in a DOE-funded project ($5M award) and receiving recurring defense shipments; management expects Jamestown capacity to be drawn from multiple sources.
Technology & Product Development Progress
Progress on advanced technologies: producing ~1 Ah solid-state cells (targeting ~5 Ah and ~700 Wh/L volumetric energy density), ceramic separator lab-scale material ~25% thinner, niobium-oxide 24V module commissioning supporting up to 20C rates (fast charge/discharge), and completion of UL 2580 certification for 6 high-voltage models.
Profitability and Cash Generation
Sixth consecutive quarter of net profit and positive EPS. Company generated positive operating cash flow of $8.6 million for the quarter (versus $5.4M prior year quarter) and collected over $15 million in cash from customers within two weeks after quarter end. Net working capital improved to $65.9M (from $31.9M prior year).
DE:4EV0 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed