Aeva

Revenue is ramping but remains small and lumpy, tied to non‑recurring engineering, early deployments and pilot awards. TTM revenue is roughly 21 million dollars with Q2 2025 at 5.5, Q3 2025 at 3.6, Q4 2025 at 5.6, and Q1 2026 at 6.3 million dollars.

Remaining performance obligations of 31.4 million dollars add some visibility, and FY 2026 guidance of 30 to 36 million dollars suggests further growth. Still, multi‑year predictability hinges on successful transitions of Daimler Truck and passenger OEM programs to volume plus adoption in industrial sensing and ITS.

Regulatory timing, validation cycles, and customer concentration remain key uncertainties.