NASDAQ$SLDP

Solid Power Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Solid Power reported Q1 2026 revenue and grant income of $3.1M and a net loss of $13.0M, with diluted loss per share of $0.06.

Q1 2026 total revenue and grant income was $3.1 million versus $6.0 million a year ago as product revenue fell to $2.1 million. The company reported a net loss of $13.0 million, or $0.06 per share diluted, compared with a $15.1 million pretax loss in Q1 2025. R&D spending remained elevated at $17.7 million while warrant-fair-value changes contributed to non-operating income.

  • Total revenue/grants $3.1M; R&D $17.7M.
  • Net loss $(13.0)M; diluted EPS $(0.06).
  • January 2026 registered direct raised ~$121M net.
  • Pre-commercial solid-state battery development continues.

Headline financials

Total Revenue

$3.07M

Previous: $6.02M-48.9%
EPS (adj)

-$0.06

Previous: -$0.08+25.0%
Capital Expenditures

-$1.67M

Previous: -$2.35M+29.0%
Net Income

-$13M

Previous: -$15.2M+14.0%
Operating Income

-$26.3M

Previous: -$24M-9.6%

Revenue & EPS history

Solid Power · Revenue · Quarterly

$3.07M

Q1 2026-48.9%vs Q1 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

No product revenue guidance; capital runway and OEM validation milestones drive the outlook.

Tailwinds

  • Strong liquidity after the January equity offering.
  • Loss per share narrowed vs. prior-year quarter.
  • Interest income offsets part of operating burn.

Headwinds

  • Minimal commercial revenue; multi-year R&D spend.
  • Scale-up and automotive qualification risk.
  • Warrant/derivative fair-value volatility in earnings.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+3.4%

Avg return

Earnings day

+2.4%

Avg return

5 days after

-5.5%

Avg return

30 days after

57%

12 / 21 earnings

Positive

+51.5%

Q3 2025

Best reaction

-19.0%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.7%-10.3%-16.8%
Q4 2025+7.9%+0.0%-17.5%
Q3 2025+51.5%+30.9%-7.9%
Q1 2025+5.4%+26.5%+42.5%
Q4 2024+0.8%-7.4%-11.5%
Q3 2024-0.9%-9.4%-6.0%
Q2 2024-19.0%-15.2%-20.3%
Q1 2024-8.9%-9.9%-12.0%
Q4 2023+3.1%+1.2%+25.3%
Q3 2023+12.4%-1.5%+2.2%
Q2 2023+8.1%-2.8%-14.2%
Q1 2023-1.4%-5.7%+16.7%
Q4 2022-13.3%-4.7%-13.9%
Q3 2022-8.7%+0.5%-53.2%
Q2 2022+11.3%+8.6%-7.3%
Q1 2022-2.2%+15.7%+4.6%
Q4 2020+12.8%+6.5%-4.9%
Q4 2021+3.2%+4.2%-8.4%
Q3 2021+11.9%+12.2%-19.2%
Q2 2021-0.3%-0.4%+0.9%
Q1 2021+3.2%+11.5%+6.1%

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