电动车与自动驾驶板块财报与最新季度业绩

Tesla reported Q2 FY2026 revenue growth of 25.5% to $28.24B, but operating income fell 56.9% to $398M as AI-related R&D, stock-based compensation and other operating costs rose sharply, while year-to-date capital spending accelerated. Source: 10-Q Item 2 MD&A, pp.28-36; 10-Q Income Statement (XBRL).

Archer Aviation reported its first-ever revenue of $1.6M in Q1 2026, but net losses deepened sharply to -$217.7M as R&D spending surged 65.6% YoY to $171.7M, reflecting heavy investment in eVTOL aircraft development ahead of commercial launch.

AST SpaceMobile (ASTS) reported a net loss of $191.0M in Q1 2026, more than quadrupling year-over-year, while the company dramatically expanded its balance sheet to $6.05B in total assets—primarily funded by $1.1B in new financing—as it accelerates its satellite broadband network buildout.

Joby Aviation reported its first-ever revenue of $24.2M in Q1 FY2026 while deepening operating losses to -$233.6M as R&D and SG&A spending surged ahead of commercial launch, offset by a major $1.28B financing inflow that dramatically strengthened its balance sheet.

Lucid Group reported Q1 FY2026 revenue of $282.5M (+20.2% YoY) but posted a net loss of $1.03B (-180.8% YoY), with negative stockholders' equity of -$351.4M and cash declining 62.2% to $700.4M, raising serious questions about its financial sustainability.

Rivian reported Q1 FY2026 revenue of $1.38B (+11.4% YoY) but gross margin collapsed to 8.6% from 16.6%, driving operating losses to -$881M as cost of revenue surged 22.1% and cash fell 39.4% to $2.85B.

QuantumScape (QS) narrowed its net loss to -$100.8M in Q1 FY2026 (from -$114.4M a year ago) as R&D spending fell 11.5% YoY, while the company maintains a strong liquidity position with a current ratio above 20x and minimal debt.