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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