NASDAQ$EH

EHang Holdings Ltd-ADR · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

EHang Q2 2025: RMB147M revenue (+44% YoY) on 68 eVTOL deliveries; adjusted net income turns positive

EHang reported second-quarter 2025 revenue of RMB147.2 million (US$20.5 million), up 44.2% year over year and 464.0% quarter over quarter, as EH216-series eVTOL deliveries rebounded to 68 units from 11 in Q1. Gross margin held at 62.6%. The company posted a GAAP net loss of RMB81.0 million and an operating loss of RMB78.1 million, partly reflecting higher R&D and sales expenses. On a non-GAAP basis, adjusted net income was RMB9.4 million (US$1.3 million). Management prudently revised full-year 2025 revenue guidance to approximately RMB500 million, citing a strategic focus on expanding commercial eVTOL operations. Cash and equivalents, restricted deposits and short-term investments totaled RMB1.15 billion at quarter end.

  • Revenue of RMB147.2M (+44% YoY, +464% QoQ) on 68 eVTOL deliveries vs 49 units in Q2 2024
  • GAAP net loss RMB81.0M; adjusted net income RMB9.4M; gross margin 62.6%
  • Over 150 new EH216-series orders received in Q2; trial commercial operations launched in Guangzhou and Hefei
  • Raised US$23.8M via at-the-market offering; cash and investments RMB1.15B at June 30
  • Full-year 2025 revenue guidance revised to approximately RMB500M

Headline financials

Total Revenue

¥147M

Previous: ¥14.1M+945.0%
EPS (adj)

¥0.07

Previous: ¥0.00+3400.0%
EH216-series aircraft delivered

68

No prior period
Gross margin

62.6%

No prior period
New EH216-series orders in Q2

150

No prior period
Net Income

-¥81M

Previous: -¥9.88M-720.0%
Operating Income

-¥78.1M

Previous: -¥11M-609.7%
Gross Profit

¥92.1M

Previous: ¥8.79M+947.9%
Cash & Equivalents

¥1.15B

No prior period

Revenue & EPS history

EHang · Revenue · Quarterly

¥147M

Q2 2025+945%vs Q2 2024
Beat estimate in 6 of 12 quarters(50%)
ActualEstimate

Forward guidance

Management prudently revised full-year 2025 revenue guidance to approximately RMB500 million, prioritizing commercial operation expansion over near-term delivery volume.

Tailwinds

  • Strong Q2 delivery rebound and record new order intake
  • Adjusted net income turned positive on non-GAAP basis

Headwinds

  • Full-year revenue target lowered from prior expectations
  • GAAP net loss widened slightly year over year

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 Q2 2025

Historical avgQ2 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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