NASDAQ$REE

REE Automotive Ltd · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

REE Automotive cuts FY2025 non-GAAP net loss 18% to $57.7M as cash falls to $14.2M

REE Automotive reported fiscal 2025 results showing revenue of $1.3 million versus $0.2 million in 2024, with a GAAP net loss of $55.8 million compared with $111.8 million a year earlier. Non-GAAP net loss improved 18% to $57.7 million from $70.3 million, helped by cost reductions including a 40% workforce reduction and lower production-related supplier commitments. Cash and cash equivalents were $14.2 million at December 31, 2025, down from $54.3 million excluding an expired credit facility, and free cash flow burn was $75.0 million. The company is evaluating strategic alternatives with TD Securities as financial advisor.

  • FY2025 GAAP net loss narrowed to $55.8M from $111.8M; non-GAAP net loss fell 18% to $57.7M.
  • Revenue was $1.3M versus $0.2M in 2024 as the company paused production and shifted to a software-led model.
  • Cash and equivalents ended 2025 at $14.2M; free cash flow burn was $75.0M, down $1.5M year over year.
  • 40% workforce reduction and supplier commitment cuts lowered future cash obligations materially.
  • Management engaged TD Securities to evaluate strategic alternatives intended to maximize shareholder value.

Headline financials

Total Revenue

$1.3M

No prior period
EPS (adj)

-$1.79

No prior period
Free cash flow burn

$75M

No prior period
Free Cash Flow

-$75M

No prior period
Net Income

-$55.8M

No prior period
Operating Income

-$106M

No prior period
Cash & Equivalents

$14.2M

No prior period

Revenue & EPS history

REE Automotive · Revenue · Quarterly

$1.3M

Q3 2026
Beat estimate in 2 of 6 quarters(33%)
ActualEstimate

Historical earnings impact

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

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

-7.8%

Avg return

Earnings day

-12.9%

Avg return

5 days after

-23.8%

Avg return

30 days after

25%

5 / 20 earnings

Positive

+21.6%

Q2 2024

Best reaction

-71.7%

H1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2027+0.1%-0.5%—
Q3 2025+7.0%+17.3%—
Q3 2026+0.0%-25.1%-11.8%
Q1 2025-8.4%-16.0%-31.9%
H1 2025-71.7%-75.2%-80.8%
Q3 2024-9.5%-16.3%-19.4%
Q2 2024+21.6%+21.5%+33.3%
Q1 2024-8.1%-6.6%-16.7%
Q4 2023-7.0%-5.7%-34.7%
Q3 2023-20.0%-29.0%-24.0%
Q1 2023-2.2%-10.1%-31.7%
Q2 2023-0.9%-10.1%-31.7%
Q4 2022-12.7%-26.7%-19.8%
Q3 2022-13.1%-22.3%-40.7%
Q2 2022-18.7%-21.3%-23.3%
Q1 2022+4.5%-8.4%-27.9%
Q4 2021-8.4%-11.2%-22.9%
Q3 2021-9.5%-10.3%-0.2%
Q2 2021+1.3%-2.0%-43.9%
Q1 2021-0.1%-0.4%+0.0%
Q4 2020———
Q3 2020———
Q2 2020———
Q1 2020———
Q4 2019———
Q3 2019———
Q2 2019———
Q1 2019———
Q3 2015———
Q2 2015———
Q1 2015———
Q4 2014———
Q3 2014———
Q2 2014———
Q1 2014———
Q4 2013———

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