NASDAQ$NKLAQ

Nikola Corp · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported record sales of hydrogen fuel cell electric trucks and increased FCEV fleet adoption.

Nikola Corporation reported third-quarter results with record sales of hydrogen fuel cell electric trucks, a 78% increase in FCEV fleet adoption year-to-date, and a nearly 350% increase in hydrogen fuel dispensed at commercial stations year-to-date. The company delivered 88 FCEVs to its dealer network, up 22% from last quarter, and reiterated its year-end FCEV volume guidance of 300-350 trucks.

  • Record 88 wholesale deliveries of hydrogen fuel cell electric trucks in Q3, up 22% quarter over quarter.
  • FCEV Fleet adoption up 78% year-to-date, with 16 end fleets deploying Nikola FCEVs, 32 distinct end fleets across both powertrains.
  • Expanded dealer network for the first time since launch of the FCEV.
  • Reiterating year-end volume guidance of 300-350 FCEVs.

Headline financials

Total Revenue

$25.2M

Previous: -$1.73M+1553.9%
EPS (adj)

-$2.75

Previous: -$9.00+69.4%
Capital Expenditures

-$13.6M

Previous: -$20.7M+34.5%
Net Income

-$200M

Previous: -$426M+53.1%
Operating Income

-$179M

Previous: -$226M+20.9%
Gross Profit

-$61.9M

Previous: -$126M+50.6%
Stock-Based Comp

$8.6M

Previous: $18.7M-53.9%

Revenue & EPS history

Nikola · Revenue · Quarterly

$25.2M

Q3 2024-1,553.9%vs Q3 2023
Beat estimate in 4 of 13 quarters(31%)
ActualEstimate

Revenue by segment

Nikola · $36K total across 1 segment · Q2 2020

  • Solar Revenues
    $36K

Forward guidance

Nikola reiterated its FCEV volume guidance of 300-350 trucks by year-end and expects to deliver 10 HYLA fueling solutions by year-end.

Historical earnings impact

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

Avg. return before/after earnings

Based on 13 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+211.7%

Avg return

Earnings day

-12.0%

Avg return

5 days after

-20.4%

Avg return

30 days after

41%

11 / 27 earnings

Positive

+2900.0%

Q3 2019

Best reaction

-29.7%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2024+3.3%-24.1%-1.9%
Q3 2024-11.1%-24.4%-54.2%
Q2 2024+2.8%-1.0%-32.3%
Q1 2024-9.1%-10.3%-20.8%
Q4 2023+8.8%+8.1%-5.8%
Q3 2023+8.6%-1.0%-6.8%
Q2 2023-29.7%-43.0%-65.6%
Q1 2023-18.8%-22.4%-38.9%
Q4 2022-4.7%-4.8%-36.1%
Q3 2022-10.3%-15.1%-13.9%
Q2 2022+7.6%-7.1%-29.8%
Q1 2022-6.3%-22.7%-7.4%
Q4 2021+15.7%+12.0%+48.4%
Q3 2021+3.4%
Q2 2021-5.2%
Q1 2021+11.0%
Q4 2020-14.5%
Q3 2020-7.9%
Q2 2020-4.0%
Q1 2020-3.6%
Q4 2019-20.0%
Q3 2019+2900.0%
Q2 2019+2900.0%
Q1 2019+0.0%
Q4 2018+0.0%
Q3 2018+0.4%
Q2 2018+0.0%

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