Did Expion360 beat or miss consensus estimates last quarter?

What does Expion360 do and what are its main business segments?

What is the revenue and EPS growth rate for Expion360 year over year?

What is Expion360's latest dividend and current dividend yield?

What is the market's earnings forecast for Expion360 next quarter?

What were the key takeaways from Expion360's earnings call?

What were the key takeaways from Expion360’s earnings call?

What factors drove the changes in Expion360's revenue and profit?

- **Revenue Surge**: Q2 2025 revenue up 134% YoY to $3 million, driven by RV market recovery and accessory sales.
- **Gross Margin Pressure**: 21% gross margin (down from 25%) due to lower-margin accessory sales mix.
- **Inventory Strength**: $5 million on hand, supporting 2026 growth and tariff mitigation.
- **Tariff Strategy**: Preloaded 12-month inventory; pursuing onshore manufacturing to reduce risk.
- **Home Energy Expansion**: HESS products UL-certified, targeting $123B global market with federal incentives.

**【CEO Opening Remarks】**
- Expion360 achieved record revenue of $3 million in Q2 2025, up 134% YoY and 46% sequentially, driven by RV market recovery and accessory sales growth.
- The company now serves over 300 customers nationwide, including major RV retailers like Camping World and K-Z Recreational Vehicles.
- Launched HESS (Home Energy Storage Solutions) in Q1 2025, targeting the fast-growing battery energy storage market with UL-certified products.
- Advanced tariff mitigation strategies include preloading 6-12 months of inventory and diversifying supply chains to free trade countries like South Korea.

**【Financial Highlights】**
- Gross profit: $0.6 million (21% of revenue), down from 25% YoY due to lower-margin accessory sales mix.
- Selling, general, and administrative expenses: $2 million flat YoY, but reduced to 66% of revenue (vs. 157% YoY).
- Net loss: $1.4 million (38% improvement YoY), driven by higher sales and cost control.
- Inventory: $5 million available for sale, supporting 2026 growth initiatives.

**【Strategic Initiatives】**
- Onshoring manufacturing of key components (BMS, cases) to reduce tariff exposure and expand into government/defense markets.
- Expanding IP portfolio with 11 patents pending across RV, marine, LEV, home energy, and industrial applications.
- HESS targeting $123 billion global market by 2029, leveraging federal tax credits and state incentives.

**【Q&A Highlights】**
- **Tariff Environment**: Preloaded inventory covers 2025 needs; lobbying efforts continue for exclusion. 
- **Inventory Status**: $5 million on hand, majority from pre-purchase in Q4 2024.
- **Pricing Strategy**: Focus on battery sales (higher margin) vs. accessory pass-through products.

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