EV makers and autonomous/eVTOL plays have outsized retail following and the widest quarterly surprise ranges on the market. Unit deliveries, average selling prices, and cash burn / margin trajectory are the numbers that drive post-earnings moves — much more than headline EPS.
Reported
2 / 7
last 45 days
Beat EPS
0
0% beat rate
Missed EPS
2
Avg Surprise
-5.31%
vs analyst EPS
EPS actual vs. analyst estimate for every ev & autonomous company that reported in the last 45 days.
AI-generated analysis for the most recent ev & autonomous earnings filings on record.
Archer Aviation posted a net loss of $263.2 million in Q2 FY2026 as R&D spending jumped 52%, while announcing a major acquisition of Boeing's Wisk, Insitu, and SkyGrid to expand its autonomous aviation platform.
Read AI analysisAST SpaceMobile ramped satellite production and generated initial revenues in Q2 FY2026, but a $125.9 million satellite loss and higher operating costs deepened its net loss.
Read AI analysisJOBY reported its first significant revenue from the Blade acquisition in Q2 FY2026, but operating losses deepened as it ramps investment ahead of planned 2026 passenger flights.
Read AI analysisLucid's Q2 FY2026 revenue surged 56% on higher deliveries, but net loss nearly doubled to $1.03 billion as production costs and inventory charges offset gains, while the company outlined cost-cutting measures and continued to develop its Midsize platform.
Read AI analysisIn Q2 FY2026, Rivian achieved a positive gross profit of $179M and 27.2% revenue growth to $1.658B, driven by the commencement of R2 deliveries, expansion of its software joint venture, and $106M in regulatory credit sales, while continuing to incur net losses of $833M.
Read AI analysisQuantumScape remained pre-revenue in Q2 FY2026, narrowed its quarterly net loss to $98.2M from $114.7M while ramping its San Jose pilot line, and reported $859.0M of cash, cash equivalents and marketable securities to fund ongoing solid-state battery development. Source: 10-Q Item 2 MD&A, pp.21-26
Read AI analysisTesla's Q2 FY2026 revenue rose 25.5% to $28.2 billion, but operating income halved as surging R&D and SG&A expenses from AI and autonomous vehicle investments compressed margins.
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