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SES AI

SES

SES AI Corporation is a developer and manufacturer of high-performance, AI-enhanced Lithium-Metal and Lithium-ion rechargeable battery technologies.

Market cap
$215.5M-54.6%
Revenue$23.5M+127%
Net income-$68.0M+31.9%
Free cash flow-$60.5M+16.2%
EPS (diluted)-$0.20+35.5%
Trailing twelve months · change vs. prior year

Earnings

Q2 2026 report

August 11, 2026
Revenue$5.1MMiss by $500.0KEPS-$0.04Beat by $0.00

Next report

Nov 11, 2026 (in 2 months)
Revenue estimate$7.2M
EPS estimate-$0.04

Financials

Q2 2026

Income statement

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Revenue$5.1M+43.8%
Gross profit$1.1M-55.9%
Operating income-$19.2M+16.6%
Net income-$17.9M+21.0%
EPS (diluted)-$0.05+28.6%

Balance sheet

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Cash & equivalents$64.1M+446%
Total debt$7.1M-23.2%
Total equity$187.1M-24.9%
Total assets$236.2M-18.7%

Cash flow

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Operating cash flow-$13.8M-27.8%
CapEx$656.0K-18.4%
Free cash flow-$14.5M-24.6%

Valuation & ratios

Valuation

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Market cap$215.5M-54.6%
Enterprise value$158.5M-66.4%
P/S9.2×-36.7×

Profitability

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Gross margin27.8%-47.7pp
Operating margin-312.8%-129pp
Net margin-289.6%-119pp
FCF margin-257.7%-99.7pp

Returns & leverage

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Return on equity-31.2%-2.7pp
Debt / equity0×0.0×
Current ratio6.5×-5.9×

Segments

By product

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Service$7.0K-99.8%

Competitors

By market cap

Albemarle logo
Albemarle$12.9B+36.9%
QuantumScape Corporation logo
QuantumScape Corporation$3.1B-47.0%
Enovix Corporation logo
Enovix Corporation$640.8M-68.4%
SLD
Solid Power$545.4M-21.7%
Microvast Holdings, Inc. logo
Microvast Holdings, Inc.$225.2M-79.3%
SES AI logo
SES AI$215.5M-54.6%
Ultralife logo
Ultralife$90.8M-20.2%
CBA
CBAK Energy Technology, Inc.$90.4M+17.0%

By revenue growth

SES AI logo
SES AI+127%
Enovix Corporation logo
Enovix Corporation+34.9%
Albemarle logo
Albemarle+18.3%
Ultralife logo
Ultralife+4.7%
Microvast Holdings, Inc. logo
Microvast Holdings, Inc.-10.4%
SLD
Solid Power-51.5%

By net margin

Albemarle logo
Albemarle3.79%+23.9pp
Ultralife logo
Ultralife-0.482%-0.6pp
Microvast Holdings, Inc. logo
Microvast Holdings, Inc.-28.81%+47.8pp
SES AI logo
SES AI-289.64%+676pp
Enovix Corporation logo
Enovix Corporation-473.89%+7.5pp
SLD
Solid Power-816.4%-404pp

Profile

SES AI Corporation is a developer and manufacturer of high-performance, AI-enhanced Lithium-Metal and Lithium-ion rechargeable battery technologies. The company leverages a proprietary AI platform to accelerate material discovery and battery management for applications in energy storage, electric vehicles, and urban air mobility.

Competitive position

SES AI is a pioneer in the Lithium-Metal battery space, distinguishing itself through the integration of superintelligent AI for end-to-end battery lifecycle management.

GeographiesGlobal
Customer segmentsAutomotive Manufacturers, Aerospace and Defense, Utility-scale Energy Storage
Business modelManufacturing, Software-as-a-Service, R&D Licensing
SuppliersRaw material suppliers, Chemical manufacturers, AI compute infrastructure providers
CustomersElectric vehicle manufacturers, Grid storage operators, Consumer electronics companies
CountryUnited States of America
Listed2022
Employees300.0
CEOQichao Hu
SectorConsumer Cyclical
IndustryAuto - Parts
Websiteses.ai
FilingsSEC EDGAR

FAQ

What is SES AI's market cap?
SES AI (SES) has a market capitalization of $215.5M and trades on NYSE.
What is SES AI's revenue and profitability?
SES AI generated $23.5M in trailing twelve-month revenue with a net loss of $68.0M, representing a net margin of -289.6%. Gross margin stands at 27.8%, with free cash flow of -$60.5M. The latest reported period is Q2 2026.
Who are SES AI's competitors?
SES AI's key competitors include QuantumScape Corporation, Solid Power, Inc., Enovix Corporation Common Stock, and others. These companies compete in similar markets and product categories.
Where is SES AI headquartered?
SES AI is headquartered in United States of America and employs approximately 300 people. It has been publicly traded since 2022.