NASDAQ$PSNY

Polestar Automotive Holding UK PLC · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

Polestar reported FY 2025 net revenue of $3.06B and a net loss of $2.36B as EV volumes ramped.

Full-year 2025 net revenue was $3.06 billion (+50% YoY) with a net loss of $2.36 billion versus $2.05 billion in 2024. Vehicle sales revenue rose on higher deliveries; carbon credits and licensing also contributed.

  • Net revenue $3.06B (+50% YoY).
  • Net loss $(2.36)B.
  • Vehicle deliveries and mix expanding.
  • Liquidity and strategic partner reliance noted.

Headline financials

Total Revenue

$3.06B

No prior period
Net Income

-$2.36B

No prior period

Revenue & EPS history

Polestar · Revenue · Quarterly

$3.06B

Q4 2026
Beat estimate in 1 of 7 quarters(14%)
ActualEstimate

Forward guidance

EV demand, model launches, and liquidity are central risks in the 20-F; no near-term profitability guide.

Tailwinds

  • Revenue growth on higher deliveries.
  • Carbon credit and licensing revenue streams.

Headwinds

  • Continued net losses and cash burn.
  • Competition and tariff/regulatory risk.

Historical earnings impact

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

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

-2.9%

Avg return

Earnings day

-3.3%

Avg return

5 days after

+0.0%

Avg return

30 days after

40%

6 / 15 earnings

Positive

+6.4%

Q3 2022

Best reaction

-18.2%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.3%+7.9%-3.2%
Q4 2026+5.3%-11.7%+6.1%
Q3 2024-10.7%-9.8%-9.8%
Q4 2023-4.8%+7.3%+109.5%
Q1 2024+1.3%+1.3%-9.7%
Q3 2023-0.4%-1.5%-24.2%
Q2 2023+3.0%-7.0%+4.8%
Q1 2023-16.6%-18.1%-16.4%
Q4 2022-0.3%-6.6%-15.3%
Q3 2022+6.4%+14.7%-2.4%
Q2 2022-18.2%-11.5%-17.5%
Q1 2022-18.2%-11.5%-17.5%
Q4 2021+5.7%-0.8%-9.2%
Q3 2021-0.7%-1.6%+4.0%
Q2 2021-0.2%-0.3%+1.4%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

Discussion

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