Symbols

SES

SES AI·NYSE

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SES fundamentals

SES Q4 2025 Earnings

SES AI (SES) released its earnings on Mar 4, 2026: revenue was 4.60M (YoY +125.49%), missed estimates; EPS was -0.04 (YoY +63.64%), missed estimates.

Revenue / YoY

4.60M

+125.49%

EPS / YoY

-0.04

+63.64%

Report date

Mar 4, 2026

SES Earnings Call Summary for Q4,2025

Revenue Growth: 2025 revenue surged to $21M, up nearly 10x YoY, driven by ESS and materials.\n- Strategic Focus: 2026 guidance of $30-35M revenue, with 65% from ESS and 15% blended gross margin.\n- AI Platform Potential: Molecular Universe enables 6 materials in 9 months, targeting $1B+ valuation.\n- Drone Expansion: NDA-compliant manufacturing in Korea and Southeast Asia to support U.S. defense demand.\n- Cost Efficiency: Operating expenses down 40% YoY in Q4, with further 15% reduction planned for 2026.

Earnings

EPS

Revenue

Revenue & Expenses

SES has released its 2025 Q4 earnings report, with revenue of 4.56M, reflecting a YoY change of 123.63%, and net profit of -17.04M, showing a YoY change of 50.68%. The Sankey diagram below clearly presents SES's revenue sources and cost distribution.

Key Indicators

SES AI (SES) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

SES AI (SES)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

SES AI (SES)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

SES AI (SES)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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