SES AI reaffirms 2026 revenue guidance of $30M-$35M as it targets 1M NDAA-compliant cells per year starting Q4 (NYSE:SES)
SES (SES) Q2 2026 earnings call recap: revenue +40% YoY, margin gains, $30â$35M guide, Korea NDAA cell ramp & Sol-Ark ESS catalystâread now.
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SES (SES) Q2 2026 earnings call recap: revenue +40% YoY, margin gains, $30â$35M guide, Korea NDAA cell ramp & Sol-Ark ESS catalystâread now.
SES AI reaffirms 2026 revenue guidance of $30M-$35M as it targets 1M NDAA-compliant cells per year starting Q4 (NYSE:SES) | Seeking Alpha
Earnings Call Insights: SES AI Corporation (SES) Q2 2026
Management View
âIn Q2, we began seeing significant commercial milestones,â and âour Q2 revenue grew by more than 40% compared to Q2 last year,â while âour gross margin improved from 18% to more than 22%,â and the company said
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Quick Insights
What are the main revenue and margin drivers for SES AI Corporation now?
Currently, revenue growth is driven mainly by the Energy Storage Systems (ESS) business, supply of drone battery cells, materials, and Molecular Universe products, with margin improvement similarly led by ESS and expected to increase as drone revenues pick up.
How is SES AI Corporation handling production capacity and NDAA-compliance ramp-up?
SES is ramping up its Korea plant to begin producing 1 million NDAA-compliant cells per year soon, is seeking additional compliant capacity, and faces constraints that may limit customer supply unless capacity expands significantly.
What is SES AI Corporation's outlook for revenue growth and risk management?
The company reaffirmed its full-year 2026 revenue guidance of $30-35 million, expects net loss to narrow in the second half of the year through cost reductions, and is managing risks from legacy contract bad debt while exploring M&A and capacity increases.
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