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SES AI SES Q4 2025 Annual earnings

Reported March 4, 2026 · After market close

Revenue$4.6MMiss by $2.4M
EPS-$0.04Beat by $0.02
Revenue estimate$7.0M
EPS estimate-$0.06

Next report

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

Financials

Q4 2025

Income statement

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Revenue$4.6M+795%
Gross profit$514.0K+59.6%
Operating income-$17.7M+39.3%
Net income-$17.0M+50.7%
EPS (diluted)-$0.05+54.5%

Balance sheet

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Cash & equivalents$29.5M-77.1%
Total debt$8.9M-15.3%
Total equity$214.8M-22.8%
Total assets$272.6M-17.3%

Cash flow

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Operating cash flow-$10.4M+15.3%
CapEx$712.0K+206%
Free cash flow-$11.1M+11.2%

Valuation & ratios

Valuation

as of 12/31/25
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Market cap$657.13M-16.8%
Enterprise value$636.53M-5.2%
P/S31.3×-356×

Profitability

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Gross margin53.8%-9.3pp
Operating margin-393.4%-189pp
Net margin-347.8%-168pp
FCF margin-291.5%-140pp

Returns & leverage

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Return on equity-29.6%-1.6pp
Debt / equity0×0.0×
Current ratio9×-3.2×

Segments

By product

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Service$373.0K-22.3%

FAQ

When did SES AI report Q4 2025 earnings?
SES AI (SES) reported Q4 2025 earnings on March 4, 2026 after market close.
What were SES AI's Q4 2025 revenue and EPS?
SES AI reported revenue of $4.6M and eps of $-0.04 for Q4 2025.
Did SES AI beat estimates in Q4 2025?
Revenue missed the consensus estimate of $7.0M by $2.4M. EPS beat the consensus estimate of $-0.06 by $0.02.
How did SES AI's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 125.5% from $2.0M a year earlier and eps grew 63.6% from $-0.11.
Where can I find SES AI's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001819142-26-000009) and the 10-K periodic report (0001819142-26-000010) directly on SEC EDGAR. The filing index links above go to sec.gov.