NASDAQ$EH

EHang Holdings Ltd-ADR · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

EHang Q1 2025: revenue RMB26.1M on 11 eVTOL deliveries as CAAC grants first commercial operator certificates

EHang Holdings reported Q1 2025 total revenues of RMB26.1 million (US$3.6 million), down from RMB61.7 million a year ago and RMB164.3 million in Q4 2024, reflecting delivery of 11 EH216-S eVTOL units versus higher volumes in prior periods. Gross margin improved to 62.4% from 61.9% YoY on higher average selling prices. Operating loss was RMB89.9 million and net loss RMB78.4 million (US$10.8 million). Adjusted operating loss was RMB42.6 million and adjusted net loss RMB31.1 million. In March, CAAC issued the first Air Operator Certificates for commercial human-carrying pilotless eVTOL operations to EHang and an affiliated operator. Cash and short-term investments totaled RMB1.11 billion. EHang maintained FY2025 revenue guidance of approximately RMB900 million and noted Q2 sales rebounding after OC issuance timing.

  • Q1 revenue RMB26.1M on 11 EH216-S deliveries; gross margin 62.4% (+0.5 pts YoY)
  • Net loss RMB78.4M; adjusted net loss RMB31.1M; basic diluted loss per ADS US$0.14
  • CAAC issued inaugural Air Operator Certificates for EH216-S commercial operations in March 2025
  • VT35 type certification application accepted; Yunfu production capacity expanding to 1,000 units/year
  • FY2025 revenue guidance unchanged at ~RMB900M; Q2 deliveries ramping after OC milestone

Headline financials

Total Revenue

¥26.1M

No prior period
EPS (adj)

-¥0.03

No prior period
Gross margin

62.4%

No prior period
EH216 series eVTOL sales and deliveries

11

No prior period
Net Income

-¥78.4M

No prior period
Operating Income

-¥89.9M

No prior period
Gross Profit

¥16.3M

No prior period
Cash & Equivalents

¥382M

No prior period

Revenue & EPS history

EHang · Revenue · Quarterly

¥26.1M

Q1 2025
Beat estimate in 6 of 12 quarters(50%)
ActualEstimate

Forward guidance

For fiscal year 2025, EHang maintains annual revenue guidance of approximately RMB900 million, with Q2 sales and deliveries expected to rebound following CAAC operator certificate issuance.

Tailwinds

  • First commercial OC approval for pilotless eVTOL; VT35 certification progressing; Hefei production base planned

Headwinds

  • Q1 revenue down sharply on delivery timing; operating loss widened to RMB89.9M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+2.0%

Avg return

Earnings day

+5.4%

Avg return

5 days after

+3.3%

Avg return

30 days after

52%

12 / 23 earnings

Positive

+61.3%

Q3 2022

Best reaction

-23.3%

Q1 2027

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-23.3%-23.8%
Q1 2026+0.0%-6.2%-20.9%
Q3 2025+1.5%+3.9%-2.5%
Q2 2025-7.5%-11.0%+4.5%
Q1 2025-6.9%-4.4%+0.0%
Q4 2024-3.7%+12.5%-35.7%
Q2 2024+22.7%+18.4%-4.5%
Q4 2023+13.9%+36.2%+24.1%
Q3 2023+14.2%+23.6%+2.7%
Q2 2023-15.1%-8.1%-11.8%
Q1 2023-0.7%+0.5%+41.0%
Q4 2022+4.7%-0.1%+17.3%
Q3 2022+61.3%+36.3%+80.3%
Q2 2022-8.3%-15.1%-24.4%
Q1 2022+6.9%+7.0%+9.3%
Q4 2021+3.1%+1.8%-31.7%
Q3 2021-16.0%-11.4%-23.3%
Q1 2021+2.4%+1.3%+1.9%
Q4 2020-14.3%-10.8%-27.1%
Q3 2020+1.6%+67.7%+59.4%
Q2 2020+9.1%+6.1%+1.5%
Q1 2020-1.9%-2.8%-7.9%
Q4 2019+1.6%+2.6%+20.8%
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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