NASDAQ$HSAI
Hesai Group · Q4 2026 earnings
Q4 2026 earnings · · After market close · Investor relations
Briefing
Hesai reported Q1 2026 net revenues of $98.7M and GAAP net income of $2.7M, or $0.02 diluted EPS.
Net revenues were RMB680.6 million (US$98.7 million), up 29.6% YoY, driven by higher lidar ASP and volume. GAAP net income was RMB18.3 million (US$2.7 million). ADAS business generated ~RMB42 million operating profit; Kosmo simulation platform expected to contribute ~RMB100 million in 2026 revenues.
- Net revenues $98.7M (+30% YoY).
- GAAP net income $2.7M; non-GAAP EPS $0.04.
- ADAS operating profit ~RMB42M.
- Kosmo platform launches scalable simulation revenue model.
Headline financials
Revenue & EPS history
Hesai · Revenue · Quarterly
$98.7M
Forward guidance
Management outlook in the 6-K covers operating priorities, capital allocation, and sector risks; numeric multi-quarter EPS bridges are limited.
Tailwinds
- MD&A highlights strategic priorities and liquidity.
- Segment or product trends support the core business narrative.
Headwinds
- Macro, rates, or input costs may pressure near-term margins.
- One-time items can affect year-over-year comparability.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 12 quarterly earnings reports · overlaid with Q4 2026
+2.4%
Avg return
Earnings day
-4.5%
Avg return
5 days after
+2.8%
Avg return
30 days after
31%
4 / 13 earnings
Positive
+50.4%
Q4 2024
Best reaction
-21.3%
Q4 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | -1.8% | +8.3% | -3.8% | |
| Q1 2025 | -0.9% | -12.1% | +7.7% | |
| Q4 2024 | +50.4% | +23.7% | -21.4% | |
| Q3 2024 | +44.7% | +72.6% | +171.3% | |
| Q2 2024 | -4.6% | -2.4% | -9.2% | |
| Q1 2024 | -12.0% | -9.9% | -8.7% | |
| Q4 2023 | -10.4% | -19.4% | -12.2% | |
| Q3 2023 | +11.4% | -1.6% | -2.3% | |
| Q2 2023 | +9.3% | -8.9% | -9.3% | |
| Q1 2023 | -15.9% | -16.9% | +10.0% | |
| Q4 2020 | -8.7% | -29.3% | -27.3% | |
| Q4 2021 | -8.7% | -29.3% | -27.3% | |
| Q4 2022 | -21.3% | -33.0% | -31.4% | |
| Q3 2022 | — | — | — | |
| Q2 2022 | — | — | — | |
| Q1 2022 | — | — | — | |
| Q3 2021 | — | — | — | |
| Q2 2021 | — | — | — | |
| Q1 2021 | — | — | — | |
| Q3 2020 | — | — | — | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
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