NASDAQ$GGR

Gogoro Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Gogoro narrows Q1 net loss to $7.9M as gross margin jumps to 20.4% and operating cash flow turns positive

Gogoro reported Q1 2026 revenue of $62.9 million, down 1.1% year over year and down 4.9% on a constant currency basis. Battery swapping service revenue rose 6.2% to $36.6 million while hardware and other sales fell 9.8% to $26.3 million. Gross margin improved to 20.4% from 4.9%, and net loss narrowed to $7.9 million from $18.6 million, with basic and diluted loss per share of $0.50. Adjusted EBITDA increased to $16.3 million from $14.3 million. Operating cash flow was $3.1 million versus an $8.9 million outflow a year ago. Subscribers reached 670,000, up 4% YoY, and cash stood at $77.3 million after a $16.7 million equity financing.

  • Q1 revenue was $62.9M, down 1.1% YoY; battery swapping revenue grew 6.2% to $36.6M
  • Net loss improved to $7.9M from $18.6M; diluted loss per share was $0.50
  • Gross margin expanded to 20.4% from 4.9%; adjusted EBITDA rose to $16.3M
  • Operating cash flow was positive at $3.1M versus $(8.9)M in Q1 2025
  • 2026 revenue guidance is $285M–$305M with the energy business targeting non-IFRS profitability

Headline financials

Total Revenue

$62.9M

No prior period
EPS (adj)

-$0.50

No prior period
IFRS gross margin

20.4%

No prior period
Adjusted EBITDA

$16.3M

No prior period
Battery swapping subscribers

670.0K

No prior period
Net Income

-$7.88M

No prior period
Operating Income

-$4.89M

No prior period
Gross Profit

$12.8M

No prior period
Cash & Equivalents

$77.3M

No prior period

Revenue & EPS history

Gogoro · Revenue · Quarterly

$62.9M

Q1 2026

Revenue by segment

Gogoro · $62.9M total across 2 segments · Q1 2026

  • Battery swapping service
    $36.6M
  • Hardware and others
    $26.3M

Forward guidance

Gogoro expects 2026 revenue between $285 million and $305 million, with approximately 95% from Taiwan. The battery-swapping energy business is expected to reach non-IFRS profitability in 2026.

Tailwinds

  • 32.8% YoY increase in vehicle registered volume and successful EZZY 500 Disney co-branded launch
  • Energy business on path to profitability with planned $30M capex for network optimization

Headwinds

  • Top-line still reflects product mix shift toward lower-ASP entry-level models
  • Caution on Taiwan two-wheeler market softness persisting through 2026

Historical earnings impact

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

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-0.4%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-4.1%

Avg return

30 days after

22%

4 / 18 earnings

Positive

+17.5%

Q3 2022

Best reaction

-8.6%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.2%
Q4 2025-0.3%+1.0%+20.0%
Q3 2025-1.7%-10.0%-5.9%
Q4 2024-8.6%+2.2%-18.7%
Q3 2024-1.4%-4.3%+23.7%
Q1 2024-6.4%-7.6%-12.3%
Q4 2023-2.8%-3.7%-33.6%
Q3 2023+4.3%+3.9%-1.2%
Q2 2023+2.3%+2.0%-1.7%
Q1 2023-0.9%-1.5%+2.2%
Q4 2022-5.5%-11.0%-29.1%
Q3 2022+17.5%+26.3%+26.7%
Q2 2022-0.5%-2.0%-21.7%
Q1 2022+1.2%-7.0%-3.5%
Q4 2021-2.5%+1.0%-16.1%
Q3 2021+0.0%-0.2%+0.7%
Q2 2021-0.1%+0.1%+0.2%
Q1 2021-0.6%-0.5%-0.2%
Q4 2020
Q3 2020
Q2 2020
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro