NYSE$AMPX

Amprius Technologies Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Amprius experienced revenue growth driven by increased product shipments and development services, while also making progress in expanding production capacity and securing customer commitments.

Amprius Technologies reported $1.6 million in revenue for the second quarter of 2023, a $0.9 million increase compared to the prior year period. The company's GAAP net loss for the quarter was $9.4 million, or a net loss of $0.11 per share. Amprius ended the quarter with $65.0 million in cash and is focused on expanding production capacity and securing customer commitments.

  • Announced a new Amprius Ultra-High-Power-High-Energy Battery Cell designed for eVTOL and high-performance automotive vehicles.
  • Amprius batteries powered BAE Systems’ first successful stratospheric flight.
  • Completed the U.S. Army Safe Cell Development Program, delivering 390 Wh/kg safe cells.
  • Shipped to 27 total customers, up from 16 in last year’s second quarter.

Headline financials

Total Revenue

$1.63M

Previous: $691K+136.2%
EPS (adj)

-$0.11

Previous: -$0.07-57.1%
Capital Expenditures

-$2.87M

Previous: $160K-1892.5%
Free Cash Flow

-$12.3M

Previous: $1.91M-746.2%
Net Income

-$9.45M

Previous: -$4.15M-127.4%
Operating Income

-$10.1M

Previous: -$4.16M-142.3%
Gross Profit

-$3.03M

Previous: -$1.36M-122.3%
Cash & Equivalents

$65M

Previous: $5.24M+1139.9%
Total Assets

$86.6M

Previous: $233M-62.8%
Stock-Based Comp

$924K

Previous: $890K+3.8%

Revenue & EPS history

Amprius · Revenue · Quarterly

$1.63M

Q2 2023+136.2%vs Q2 2022
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

Amprius expects increased revenue recognition weighted more heavily towards the latter part of the year due to ongoing development services programs. The company anticipates being capacity constrained until exiting 2023, with the new 2 MWh capacity projected to come online. Amprius is on track with CapEx projections, expecting to spend $10 to $12 million on the Amprius Lab facility in Fremont and $50 to $80 million as construction starts at Amprius Fab.

Tailwinds

  • Increased revenue recognition expected in the latter part of the year.
  • New 2 MWh capacity is projected to come online by the end of 2023.
  • On track with CapEx projections for Amprius Lab and Amprius Fab.
  • Strong balance sheet with vehicles to generate additional funding.
  • Advantage in safety, energy, power, charging time, and temperature performance.

Headwinds

  • Capacity constrained until exiting 2023.
  • Significant capital expenditure required for facility build-out.
  • Confirmation of facility design and scale, as well as project budget, is pending.
  • Reliance on additional funding through equity issuances and non-dilutive sources.
  • Forward-looking statements are subject to risks and uncertainties.

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 Q2 2023

Historical avgQ2 2023

+6.2%

Avg return

Earnings day

+9.5%

Avg return

5 days after

-0.7%

Avg return

30 days after

53%

8 / 15 earnings

Positive

+37.3%

Q3 2024

Best reaction

-27.4%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-27.4%-15.2%-11.6%
Q4 2025+18.6%+43.4%+27.5%
Q3 2025+12.4%+9.9%+8.2%
Q1 2025-1.2%+13.7%+16.5%
Q4 2024+34.6%+32.5%-7.4%
Q3 2024+37.3%+99.2%+62.7%
Q2 2024+2.8%+0.0%-32.7%
Q1 2024-8.8%-39.8%-37.0%
Q4 2023-5.2%-12.0%-39.5%
Q3 2023+4.2%+5.5%+32.1%
Q2 2023-10.4%-11.7%-48.4%
Q1 2023-1.7%-2.6%+6.7%
Q4 2022+36.4%+25.8%+72.7%
Q3 2021-8.5%-6.2%-34.2%
Q3 2022+9.3%+0.0%-26.2%
Q2 2022
Q1 2022
Q4 2021
Q2 2021
Q1 2021

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