NASDAQ$EH

EHang Holdings Ltd-ADR · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

EHang Q3 2025: RMB92.5M revenue on 42 eVTOL deliveries; net loss widens as volumes dip

EHang reported third-quarter 2025 revenue of RMB92.5 million (US$13.0 million), down from RMB128.1 million a year ago and RMB147.2 million in Q2, as eVTOL deliveries fell to 42 units (41 EH216-series plus one VT35) from 63 in Q3 2024. Gross margin held at 60.8% versus 61.2% last year. The company posted a net loss of RMB82.1 million and an operating loss of RMB91.7 million, partly reflecting lower volumes and higher R&D spend. On a non-GAAP basis, adjusted net loss was RMB20.3 million. Management maintained full-year revenue guidance of about RMB500 million, citing customer purchase plans weighted toward Q4, and highlighted VT35 launch, Thailand AAM sandbox progress, and RMB1.13 billion in cash and equivalents.

  • Revenue of RMB92.5M (-28% YoY) on 42 eVTOL deliveries vs 63 units in Q3 2024
  • Net loss RMB82.1M; adjusted net loss RMB20.3M; gross margin 60.8%
  • Unveiled VT35 intercity eVTOL with initial delivery; full-year revenue guidance held at ~RMB500M
  • Cash and equivalents, restricted deposits and short-term investments totaled RMB1.13B at quarter end
  • Commercial readiness advanced in China with OC holders and Thailand AAM sandbox trials overseas

Headline financials

Total Revenue

¥92.5M

No prior period
EPS (adj)

-¥0.14

No prior period
EH216-series aircraft delivered

42

No prior period
Gross margin

60.8%

No prior period
Net Income

-¥82.1M

No prior period
Operating Income

-¥91.7M

No prior period
Gross Profit

¥56.2M

No prior period
Cash & Equivalents

¥1.13B

No prior period

Revenue & EPS history

EHang · Revenue · Quarterly

¥92.5M

Q3 2025
Beat estimate in 6 of 12 quarters(50%)
ActualEstimate

Forward guidance

Management maintained full-year 2025 revenue guidance of approximately RMB500 million, expecting heavier customer deliveries in the fourth quarter.

Tailwinds

  • Full-year revenue target unchanged despite Q3 volume softness
  • Stronger product portfolio with VT35 and commercial operation readiness

Headwinds

  • Q3 revenue declined year over year on lower EH216-series sales volume

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 Q3 2025

Historical avgQ3 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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