NYSE$SES

Ses Ai Corp · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

SES reported Q1 2026 revenue of $6.7M and net loss of $12.1M.

For Q1 2026, SES reported revenue of $6.7M and net loss of $12.1M. MD&A discusses segment trends, costs, and balance-sheet items; The quarter reflected bottom-line pressure versus the prior year.

  • Revenue $6.7M for Q1 2026.
  • Net loss $12.1M.
  • Operating expenses and margin mix are discussed in MD&A.
  • Liquidity, capital allocation, and macro exposure are disclosed.

Headline financials

Total Revenue

$6.71M

Previous: $5.79M+15.8%
EPS (adj)

-$0.04

Previous: -$0.04+0.0%
Capital Expenditures

-$330K

Previous: -$916K+64.0%
Net Income

-$12.1M

Previous: -$12.4M+2.7%
Operating Income

-$17.9M

Previous: $37.8K-47397.5%
Gross Profit

$1.22M

Previous: $217K+461.2%

Revenue & EPS history

Ses Ai · Revenue · Quarterly

$6.71M

Q1 2026+15.8%vs Q1 2025
Beat estimate in 2 of 3 quarters(67%)
ActualEstimate

Forward guidance

Management outlook in the 10-Q covers operating priorities, capital allocation, and sector risks; numeric multi-quarter EPS bridges are limited.

Tailwinds

  • MD&A highlights strategic priorities and liquidity.
  • Segment or product trends support the core business narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

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

+1.5%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-7.7%

Avg return

30 days after

57%

12 / 21 earnings

Positive

+28.4%

Q1 2022

Best reaction

-36.3%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.9%-16.4%-0.8%
Q4 2025-36.3%-25.7%-41.8%
Q3 2025-1.8%+4.0%-2.7%
Q2 2025-23.7%-17.5%-23.4%
Q1 2025+18.5%+3.5%+9.6%
Q4 2024-5.1%-31.6%-35.2%
Q3 2024-12.7%-15.7%-32.3%
Q1 2024-5.4%-6.1%-15.5%
Q4 2023+23.2%+21.7%+20.3%
Q3 2023+5.3%+2.6%+12.2%
Q2 2023+2.7%-4.3%-22.4%
Q1 2023+10.7%+2.7%+42.3%
Q4 2022+1.5%+0.4%-11.2%
Q3 2022+7.4%+5.0%-24.5%
Q2 2022+11.6%+11.2%+3.4%
Q1 2022+28.4%+50.0%-7.1%
Q4 2021+6.6%+1.9%-26.5%
Q3 2021+5.7%+0.4%-5.4%
Q2 2021+0.2%+0.4%+1.1%
Q1 2021-0.7%-0.3%-1.2%
Q4 2020-0.7%-0.3%-1.2%
Q3 2019
Q2 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015

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