NASDAQ$ENVX

Enovix Corporation · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Enovix reported Q1 2026 revenue of $7.6M with a net loss of $38.3M and diluted loss per share of $0.18.

For the quarter ended April 5, 2026, Enovix generated revenue of $7.6 million versus $4.0 million a year ago as silicon-anode battery shipments scaled. Net loss attributable to Enovix widened to $38.3 million from $23.5 million, with diluted loss per share of $0.18. R&D and manufacturing ramp costs rose as the company expanded Fab2 capacity and advanced customer qualifications.

  • Revenue grew to $7.6M from $4.0M year over year on higher product shipments.
  • Net loss attributable to Enovix was $38.3M; diluted EPS was a loss of $0.18.
  • Manufacturing and R&D spend increased with Fab2 scale-up.
  • Convertible notes and floating-rate debt added interest expense in the quarter.
  • Customer qualification and production volumes remain key near-term drivers.

Headline financials

Total Revenue

$7.6M

Previous: $5.1M+49.1%
EPS (adj)

-$0.18

Previous: -$0.15-20.0%
Capital Expenditures

-$3.22M

Previous: -$6.27M+48.7%
Net Income

-$38.3M

Previous: -$23.5M-62.7%
Operating Income

-$43.9M

Previous: -$42.6M-3.1%
Gross Profit

$1.55M

Previous: $261K+494.6%

Revenue & EPS history

Enovix · Revenue · Quarterly

$7.6M

Q1 2026+49.1%vs Q1 2025
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Forward guidance

Enovix does not issue quantitative revenue or EPS guidance in the 10-Q. Management discusses Fab2 production ramp, customer pipeline conversion, and capital needs to support commercialization.

Tailwinds

  • Nearly doubled revenue year over year on initial product shipments.
  • Fab2 capacity expansion supports higher future unit volumes.

Headwinds

  • Net loss widened on higher operating and interest costs.
  • Commercial scale-up timing and yield remain execution risks.

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 2026

Historical avgQ1 2026

+1.6%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+3.5%

Avg return

30 days after

52%

11 / 21 earnings

Positive

+51.3%

Q1 2024

Best reaction

-44.2%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.4%-14.9%-4.6%
Q4 2025-3.3%-17.6%-15.0%
Q3 2025+0.7%+4.5%-33.3%
Q1 2025-8.4%-9.1%+13.7%
Q4 2024+2.6%-15.6%-24.5%
Q3 2024-8.2%-20.8%-19.1%
Q2 2024-17.4%-19.2%-32.5%
Q1 2024+51.3%+56.2%+69.6%
Q4 2023-12.3%-22.0%-29.1%
Q3 2023+15.3%+2.5%+10.7%
Q2 2023-2.0%+13.1%-26.8%
Q1 2023-16.8%-13.7%-4.3%
Q4 2022+16.3%+7.7%+41.0%
Q3 2022-44.2%-43.1%-34.9%
Q2 2022+46.6%+72.3%+46.1%
Q1 2022+3.3%+3.1%+46.2%
Q3 2020+4.6%+6.0%-21.5%
Q3 2021+0.5%+14.3%+12.3%
Q4 2020-5.8%-4.1%+11.0%
Q2 2021-4.8%-3.8%+7.9%
Q1 2021+12.1%+23.8%+60.7%
Q2 2020
Q1 2020

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