BLDP
Ballard Power Systems·NASDAQ
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BLDP fundamentals
Ballard Power Systems (BLDP) released its earnings on Mar 12, 2026: revenue was 33.27M (YoY +35.73%), missed estimates; EPS was -0.0594 (YoY +62.90%), beat estimates.
Revenue / YoY
33.27M
+35.73%
EPS / YoY
-0.0594
+62.90%
Report date
Mar 12, 2026
BLDP Earnings Call Summary for Q4,2025
- Revenue and Margin Milestones: 2025 revenue up 43% to $99M, Q4 gross margin 17% (vs. -13% 2024), $11M Q4 operating cash flow.
- Cost Transformation: 2025 OpEx down 32% to $109M, 2026 guided at $65-75M. Product cost initiatives (e.g., 70% bipolar plate savings) driving margin expansion.
- Strategic Wins: 50 MW New Flyer deal, largest marine order, and 100,000+ hours of stationary power deployment.
- Growth Drivers: Fleet services (recurring revenue), stationary power expansion, and AI-driven product simplification.
- Financial Strength: $530M cash, no debt, 50% reduction in annual cash usage.
EPS
Actual | -0.0596 | -0.0488 | -0.0488 | -0.0493 | -0.0588 | -0.0711 | -0.0982 | -0.1515 | -0.1452 | -0.1882 | -0.1365 | -0.1087 | -0.1013 | -0.2125 | -0.173 | -0.1414 | -0.1104 | -0.6962 | -0.1601 | -0.0671 | -0.081 | -0.0905 | -0.0594 | ||||||||||
Forecast | -0.039 | -0.046 | -0.0432 | -0.0347 | -0.0494 | -0.0488 | -0.0618 | -0.0813 | -0.107 | -0.1226 | -0.1325 | -0.1277 | -0.1296 | -0.129 | -0.131 | -0.141 | -0.1319 | -0.1285 | -0.123 | -0.0985 | -0.0926 | -0.1113 | -0.077 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -52.82% | -6.09% | -12.96% | -42.07% | -19.03% | -45.70% | -58.90% | -86.35% | -35.70% | -53.51% | -3.02% | +14.88% | +21.84% | -64.73% | -32.06% | -0.28% | +16.30% | -441.79% | -30.16% | +31.88% | +12.53% | +18.69% | +22.86% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 23.83M | 25.19M | 24.97M | 28.21M | 17.25M | 25.39M | 24.75M | 37.07M | 21.77M | 20.70M | 20.77M | 13.15M | 15.51M | 27.93M | 47.63M | 14.64M | 16.06M | 15.15M | 24.51M | 14.76M | 18.03M | 32.69M | 33.27M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 25.72M | 26.34M | 27.56M | 30.22M | 25.45M | 21.30M | 25.55M | 29.39M | 25.12M | 24.82M | 22.86M | 18.88M | 15.89M | 26.27M | 34.73M | 17.27M | 19.45M | 24.56M | 27.68M | 17.11M | 18.41M | 24.82M | 33.74M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -7.36% | -4.34% | -9.40% | -6.65% | -32.23% | +19.22% | -3.14% | +26.12% | -13.32% | -16.59% | -9.18% | -30.36% | -2.41% | +6.32% | +37.13% | -15.23% | -17.45% | -38.32% | -11.43% | -13.75% | -2.07% | +31.74% | -1.38% |
Earnings Call
You can ask Aime
What is the market's earnings forecast for Ballard Power Systems next quarter?Did Ballard Power Systems beat or miss consensus estimates last quarter?What guidance did Ballard Power Systems's management provide for the next earnings period?What does Ballard Power Systems do and what are its main business segments?What is the revenue and EPS growth rate for Ballard Power Systems year over year?What is Ballard Power Systems's latest dividend and current dividend yield?What is Ballard Power Systems's gross profit margin?What were the key takeaways from Ballard Power Systems's earnings call?
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