Xos
Builds electric delivery vehicles, powertrains, and energy storage for commercial fleets.
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Profile
Sells battery-electric commercial delivery vehicles, powertrain systems for other equipment and vehicle makers, and mobile or stationary energy storage, supported by Xosphere fleet software. Operates as a final-stage manufacturer and integrator whose deployments rely on production, body-upfit, charging, and maintenance partners.
Builds Class 5–6 battery-electric chassis and stepvans for last-mile, return-to-base fleets, while Powered by Xos supplies batteries, power-distribution and management components, controls, inverters, motors, and integration services to equipment and vehicle makers. Xos Energy Solutions provides the Xos Hub for mobile or stationary charging and storage, while Power Hub serves behind-the-meter data-center, industrial, and mission-critical power needs.
Combines final-stage manufacturing in Tennessee with engineering and service capabilities in Los Angeles, direct sales and channel partners, body-upfit partners, and maintenance coverage across the United States and Canada. Xosphere adds vehicle and charging telematics, energy-use optimization, maintenance management, remote diagnostics, and over-the-air updates.
Depends on a principal production site, mostly single-source suppliers, body-upfit partners, third-party maintenance providers, workable depot charging, and finite incentive programs.
Company facts
Categories
Key statistics
Year to date +70.6% · Average volume (30d) 5.5M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating |
|---|---|---|---|---|
| Nov 25, 2024 | Northland Capital Markets | Downgrade | Outperform | Market Perform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q2 FY26 | −$0.53 | −$0.55 | −3.8% | $14.3M | $4.7M | −66.9% | −18.60% |
| May 14, 2026Q1 FY26 | −$0.72 | −$0.43 | +40.3% | $6.2M | $11.2M | +80.3% | +7.58% |
| Mar 26, 2026Q4 FY25 | −$0.60 | −$0.86 | −43.3% | $11.5M | $5.2M | −54.6% | −18.05% |
| Nov 13, 2025Q3 FY25 | −$0.73 | $0.22 | +130.1% | $11.5M | $16.5M | +43.5% | −3.57% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $5.9M | $18.4M | $16.5M | $5.2M | $11.2M | $4.7M | |
| Gross profit | $1.2M | $1.6M | $2.5M | −$2.6M | $4.3M | $573.0K | |
| Operating income | −$9.3M | −$7.1M | −$7.0M | −$9.7M | −$4.7M | −$7.9M | |
| Net income | −$10.2M | −$7.5M | $2.1M | −$9.8M | −$5.0M | −$6.9M | |
| Diluted EPS | −$1.26 | −$0.91 | $0.22 | −$0.86 | −$0.43 | −$0.55 | |
| Gross margin | 20.6% | 8.8% | 15.3% | -50.5% | 38.6% | 12.1% | |
| Operating margin | -157.7% | -38.5% | -42.4% | -186.6% | -41.7% | -167.7% |
Fiscal years (4-quarter sums)FY21 $5.0M · FY22 $36.4M · FY23 $44.5M · FY24 $56.0M · FY25 $46.0M
Revenue by product · Q4 FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $13.2M · Total debt $18.2M · Total assets $54.4M · Shareholders' equity $22.9M
Dividends
No dividends on record.
Ownership
Shares outstanding 10.23M · Float 4.31M · 42.1% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Aljomaih Holding Co. | 3.74M | 28.00% | 13D | May 13, 2026 |
| Aljomaih Automotive Co. · 10 percent owner | 2.45M | 23.90% | Form 4 | May 8, 2026 |
| Giordano Sordoni · director, officer: Chief Operating Officer | 1.22M | 11.88% | Form 4 | Aug 24, 2026 |
| Shane Semler | 1.17M | 8.50% | 13D | Jun 22, 2026 |
| Emerald Green Trust · 10 percent owner | 1.16M | 11.35% | Form 4 | Jun 5, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 14, 2026 | Alice Yake | director | −2,500 | $2.39 |
| Jul 13, 2026 | Alice Yake | director | −2,500 | $2.35 |
| Jul 10, 2026 | Alice Yake | director | −2,500 | $2.49 |
| Jul 14, 2026 | Dietmar Ostermann | director | −4,158 | $2.39 |
| Jul 13, 2026 | Dietmar Ostermann | director | −4,159 | $2.35 |
Peers
- Workhorse
Direct stepvan and Class 5–6 chassis rival for fleet delivery.
- PACCAR
Class 6 electric cabovers for local pickup-and-delivery fleets.
- Cummins
Powertrain supplier contesting electric school-bus OEM programs.
- Ford
Electric delivery vans plus fleet software and charging services.
- Rivian
Electric commercial vans for last-mile fleet delivery.







