NASDAQ$MVST

Microvast Holdings Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Microvast reported Q1 2026 revenue of $60.6M (-48% YoY) and net profit of $48.2M including fair-value gains, with diluted EPS of $(0.04).

For the quarter ended March 31, 2026, Microvast recorded revenues of $60.6 million, down 48% from $116.5 million a year ago. Reported net profit was $48.2 million, heavily influenced by $63.8 million in fair-value gains on warrants and convertible debt; operating loss was $7.9 million. Diluted EPS was $(0.04).

  • Revenue $60.6M (-48% YoY) on EV battery demand softness.
  • Net profit inflated by $63.8M non-cash fair-value gains.
  • Operating loss $7.9M; gross profit $19.2M.
  • Diluted EPS $(0.04) excluding one-time items remains negative.

Headline financials

Total Revenue

$60.6M

Previous: $116M-48.0%
EPS (adj)

-$0.04

Previous: $0.06-166.7%
Capital Expenditures

-$2.86M

Previous: -$2.35M-21.7%
Net Income

$48.2M

Previous: $61.8M-22.0%
Operating Income

-$7.93M

Previous: $18.9M-141.9%
Gross Profit

$19.2M

Previous: $43M-55.5%

Revenue & EPS history

Microvast · Revenue · Quarterly

$60.6M

Q1 2026-48%vs Q1 2025
Beat estimate in 10 of 13 quarters(77%)
ActualEstimate

Forward guidance

Commercial vehicle electrification orders and U.S. manufacturing ramp will determine revenue recovery; non-cash fair-value moves can distort GAAP earnings.

Tailwinds

  • Non-cash gains produced GAAP profitability.
  • Gross margin still positive on lower volume.

Headwinds

  • Sharp revenue decline.
  • Core operations still loss-making before fair-value items.

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

+14.0%

Avg return

Earnings day

+8.6%

Avg return

5 days after

+14.8%

Avg return

30 days after

43%

12 / 28 earnings

Positive

+308.0%

Q3 2024

Best reaction

-29.5%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.6%-33.8%-47.4%
Q4 2025+7.1%-30.7%-19.9%
Q3 2025-10.1%-22.9%-32.9%
Q1 2025+30.0%+41.4%+75.7%
Q4 2024+32.5%+53.0%+60.7%
Q3 2024+308.0%+268.2%+546.2%
Q2 2024-5.2%-11.4%-33.3%
Q1 2024+8.7%+11.7%-6.4%
Q4 2023-29.5%-41.2%-51.7%
Q3 2023+3.0%-1.1%-15.6%
Q2 2023-2.0%-16.5%-11.7%
Q1 2023+57.1%+39.5%+23.5%
Q4 2022-4.6%-3.8%-1.5%
Q3 2022+8.4%+9.3%-14.1%
Q2 2022+4.2%+3.2%-10.9%
Q1 2022+10.8%+26.3%-26.3%
Q4 2021-4.6%-17.3%-31.1%
Q3 2021-3.6%-7.7%-22.6%
Q4 2020-3.6%-7.7%-22.6%
Q2 2021-6.6%-14.2%-11.5%
Q1 2021+2.2%+1.1%-2.3%
Q3 2020-0.3%+0.5%+68.6%
Q2 2020+0.0%-0.1%-0.2%
Q1 2020+0.4%+0.4%+1.0%
Q4 2019-2.9%-4.3%-0.1%
Q3 2019-0.1%-0.4%+0.1%
Q2 2019-0.5%-0.6%-0.4%
Q1 2019-0.2%-0.1%-0.1%

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