EH Earnings Prediction
The chart below shows how EH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, EH sees a -3.37% change in stock price 10 days leading up to the earnings, and a +2.96% change 10 days following the report. On the earnings day itself, the stock moves by +3.62%. This data can give you a slight idea of what to expect for the next quarter's release.
EH Key Earning Data
2024/Q4
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EH Earnings Analysis
EHang Holdings Ltd Corporation (EH.O) Earnings Conference Call
Positive
Record Deliveries and Revenues: Q4 and full year 2024 marked another record breaking period for EHang, with significant growth in deliveries and revenues.
EH216 Revenue Surge: In Q4, EHang delivered 78 units of the EH216 series product, generating revenues of RMB 164 million, representing a 239.1% year-over-year increase.
Record Revenue Surge: For the full year, EHang delivered 216 units, with total revenue reaching RMB 456 million, marking a 288.5% year-over-year increase.
Positive Financial Milestone: EHang achieved positive adjusted net income and positive operating cash flow for the first time, marking a significant milestone in its journey.
eVTOL Profitability Milestone: EHang became the first eVTOL company in the global urban air mobility industry to achieve non-GAAP profitability, solidifying its leadership position.
Low Altitude Economy Development: China's government is committed to developing the low altitude economy, with over 50 cities introducing localized development plans, indicating strong support for EHang's initiatives.
Operational Expansion in China: EHang has established over 20 operational demonstration sites across 16 cities in China, accelerating commercial deliveries and operational deployment of the EH216S.
eVTOL Operator Certification Progress: The company is actively driving the operator certification process for pilotless passenger-carrying eVTOL aircraft, with two applicants awaiting final approval.
AI Integration in eVTOL: EHang's AI strategy is being integrated across the entire eVTOL lifecycle, enhancing operational capabilities and driving innovation.
Next-Generation Battery Development: The company is collaborating with leading companies to develop next-generation high-energy solid-state lithium batteries, achieving significant technological breakthroughs.
Production Capacity Expansion: EHang plans to expand its production capacity significantly, with the Yunfu production base expected to reach an annual capacity of 1,000 units by 2025.
Revenue Diversification Strategy: The company is diversifying its revenue streams, focusing on low altitude tourism and emergency response sectors, while also expanding internationally.
2025 Revenue Projection: EHang expects total revenue for 2025 to reach RMB 900 million, representing a 97% year-over-year increase.
Negative
Gross Margin Decline: Gross margin decreased slightly in Q4 to 60.7% from 64.7% year over year, indicating potential cost pressures.
Operating Expenses Increase: Adjusted operating expenses increased by 22% year over year in Q4, reflecting higher sales channel expansion and employee compensation costs.
Adjusted Net Loss Challenges: Despite achieving positive adjusted net income, the company still reported a significant adjusted net loss of $139 million in 2023, highlighting ongoing financial challenges.
Operating Expenses Increase: The company anticipates a 40% year over year increase in operating expenses for 2025, which could impact profitability if not managed effectively.
GAAP Profitability Timeline: The timeline for achieving full GAAP profitability is projected for 2026, indicating a longer path to financial stability than initially expected.
External Financing for Growth: The company is seeking additional financing to support growth initiatives, which may indicate a reliance on external funding to sustain operations and expansion plans.
EH FAQs
How does EH typically perform around its earnings report dates?
Is EHang Holdings Ltd (EH) Q4 2024 Earnings Call Summary positive or negative?
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EH Earning Call Sentiment
Earnings call transcript: EHang Q4 2024 sees 190% revenue surge, stock up 8.55%
EH.O
-3.65%Positive
EHang shows strong revenue growth and delivery increases, coupled with a positive outlook on profitability and production capacity. Despite slight margin decreases, the guidance remains optimistic. Regulatory and supply chain risks are noted, but the company is addressing these challenges. No shareholder return plan is a minor negative, but overall, the positive financial results and future guidance suggest a positive stock price movement.
