NASDAQ$LAZRQ

Luminar Technologies Inc. · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Luminar reported its Q4 2024 results with strong revenue growth and positive gross profit, driven by higher sensor sales and cost-saving initiatives.

Luminar exceeded expectations in Q4 2024 with $22.48 million in revenue, a 45% increase quarter-over-quarter. The company achieved a positive gross profit and continued to ramp production for key automotive partners like Volvo. Significant cost reductions and restructuring initiatives improved operational efficiency, although net losses remained.

  • Revenue grew 45% quarter-over-quarter to $22.48 million.
  • Achieved positive GAAP gross profit of $12.48 million.
  • Shipped over 4,000 LiDAR units in Q4 2024.
  • Ended the quarter with $232.7 million in cash and liquidity.

Headline financials

Total Revenue

$22.5M

Previous: $22.1M+1.7%
EPS (adj)

-$1.42

Previous: -$0.20-610.0%
Net Income

-$44.2M

Previous: -$148M+70.2%
Operating Income

-$65.7M

Previous: -$133M+50.6%
Gross Profit

$12.5M

Previous: -$21.6M+157.8%

Revenue & EPS history

Luminar · Revenue · Quarterly

$22.5M

Q4 2024+1.7%vs Q4 2023
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Forward guidance

Luminar expects continued growth in FY 2025, projecting total revenue growth of 10% to 20%, with a focus on ramping series production volumes and transitioning customers to the Luminar Halo platform.

Tailwinds

  • Ramp series production volume at least 3x year-over-year.
  • Progress on Luminar Halo milestones in customer development contracts.
  • Streamlining operations with singular technology platform.
  • OpEx improvements driven by cost reduction actions.
  • End FY’25 with more than $150 million in cash and liquidity.

Headwinds

  • Q1’25 revenue expected to be lower quarter-over-quarter.
  • Continued quarterly gross losses anticipated through FY’25.
  • Series production volumes not yet sufficient for positive gross margin.
  • Growth offset by renegotiated non-series production contracts.
  • Ongoing dilution from equity financing program.

Historical earnings impact

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

-2.1%

Avg return

Earnings day

-15.7%

Avg return

5 days after

-10.0%

Avg return

30 days after

33%

9 / 27 earnings

Positive

+33.0%

Q4 2024

Best reaction

-34.3%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025-5.7%-15.7%-10.0%
Q2 2025-16.1%
Q1 2025-17.0%
Q4 2024+33.0%
Q3 2024+28.6%
Q2 2024-34.3%
Q1 2024-2.7%
Q4 2023+6.3%
Q3 2023-12.1%
Q2 2023-7.0%
Q1 2023-7.9%
Q4 2022+2.1%
Q3 2022-9.9%
Q2 2022+13.3%
Q1 2022-9.4%
Q4 2021+8.3%
Q3 2021+3.9%
Q2 2021-6.6%
Q1 2021+6.2%
Q4 2020-9.9%
Q2 2020-9.9%
Q4 2019-9.9%
Q3 2020-0.8%
Q1 2020+0.2%
Q3 2019+0.0%
Q2 2019+0.0%
Q1 2019+0.0%

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