Aeva — Third Quarter 2026 Earnings Summary

Aeva Technologies reported third-quarter 2026 revenue of $6.7 million, a significant increase from $3.6 million in the same period of 2025, driven by record volumes of 4D LiDAR and optical solutions. The company achieved its first revenues in the Optical Connectivity segment through deliveries of Ultra-High Power chipsets to a JDA customer and secured a multi-year supply agreement with Micro-Epsilon for factory automation sensors. Strategic partnerships expanded with the US Air Force and Navy for airborne autonomy development, while automotive shipments of Atlas sensors to Daimler Truck continued to grow. Despite the revenue growth, the company reported a GAAP operating loss of $39.1 million and a non-GAAP operating loss of $27.7 million for the quarter.