NASDAQ$XOS

XOS Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Xos, Inc. reported strong unit delivery, sales growth and promising operating profit performance.

Xos, Inc. reported a revenue of $15.5 million, a 227% increase year-over-year. The company delivered 90 units, up 137% year-over-year, and achieved a gross margin of 13.1%.

  • Generated revenues of $15.5 million, up from $13.2 million last quarter and $4.8 million in the second quarter of 2023
  • Delivered 90 units, up from 62 units last quarter and 38 units in the second quarter of 2023
  • Achieved gross margins of 13.1%, down from 21.2% last quarter, due to product mix shift and inventory adjustments, and up from negative 78.4% in the second quarter of 2023
  • Announced strategic powertrain partnership with Blue Bird, a prominent school bus manufacturer leading the charge in EVs

Headline financials

Total Revenue

$15.5M

Previous: $4.75M+226.8%
EPS

-$1.23

Previous: -$4.20+70.7%
Vehicles Delivered

90

No prior period
Capital Expenditures

-$156K

Previous: -$1.35M+88.5%
Free Cash Flow

-$9.82M

Previous: -$24.9M+60.6%
Net Income

-$9.66M

Previous: -$23.6M+59.0%
Operating Income

-$11.4M

Previous: -$20.5M+44.5%
Gross Profit

$2.03M

Previous: -$3.73M+154.5%
Cash & Equivalents

$19.7M

Previous: $27.8M-29.3%
Total Assets

$123M

Previous: $134M-8.2%
R&D Expense

$3M

No prior period
Stock-Based Comp

$1.63M

Previous: $2.05M-20.4%

Revenue & EPS history

XOS Inc · Revenue · Quarterly

$15.5M

Q2 2024+226.8%vs Q2 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

XOS Inc · $11.2M total across 4 segments · Q1 2026

  • Powertrains & Hubs
    $9.12M
  • Stepvans & Vehicle Incentives
    $1.62M
  • Other Product Revenue
    $292K
  • Ancillary Revenue
    $197K

Forward guidance

Xos's outlook for 2024 includes revenue between $66.7 million and $100.4 million, non-GAAP operating loss between $48.7 million and $43.7 million, and unit deliveries between 400 and 600 units.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-1.0%

Avg return

Earnings day

-2.8%

Avg return

5 days after

-14.6%

Avg return

30 days after

32%

7 / 22 earnings

Positive

+35.1%

Q3 2023

Best reaction

-13.4%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.0%+0.5%
Q4 2025-4.2%-14.1%-16.1%
Q3 2025-4.0%-13.5%-7.9%
Q2 2025+10.4%-11.5%-31.2%
Q1 2025-7.9%-7.4%-18.3%
Q4 2024-12.5%-10.2%+11.6%
Q3 2024-13.4%-20.2%-30.0%
Q2 2024-0.8%+3.9%-8.7%
Q1 2024+11.9%+3.4%-7.3%
Q4 2023-2.3%-1.7%-36.1%
Q3 2023+35.1%+73.0%-16.9%
Q2 2023-9.8%-19.5%-26.3%
Q1 2023+5.8%-5.0%-19.4%
Q4 2022-0.5%+12.0%-0.4%
Q3 2022+1.0%-11.3%-37.9%
Q2 2022-7.2%-5.8%-23.6%
Q1 2022-9.9%-22.6%+5.8%
Q2 2021-5.7%-3.2%-5.0%
Q4 2021-0.9%+0.9%-9.1%
Q3 2021-6.0%-8.5%-31.2%
Q1 2021+0.2%+0.2%+1.2%
Q4 2020+0.6%-0.3%-0.3%
Q3 2020

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