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Financial statements

SES AI Corp financial statements

Income statement, balance sheet and cash flow statement for the last 6 fiscal years, taken from the XBRL data SES AI Corp files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2021FY2021FY2022FY2023FY2024FY2025
Revenue2.0421
Cost of revenue0.759.69
Gross profit1.2911.3
Research and development9.4415.52830.772.167
General and administrative4.4616.551.647.538.426.9
Operating expenses13.93279.678.211193.9
Operating income-13.9-32-79.6-78.2-109-82.6
Interest income0.06
Other non-operating income0.020.7829.823.99.259.81
Pre-tax income-13.9-31.2-49.7-54.3-100-72.8
Income tax0.010.031.26-0.850.190.23
Net income-13.9-31.3-51-53.4-100-73
EBITDA-12.2-30.3-77-72.6-101-72.3
EPS, basic-0.23-0.51-0.18-0.17-0.31-0.22
EPS, diluted-0.23-0.51-0.18-0.17-0.31-0.22
Shares, basic (weighted)60.861.1288315322331
Shares, diluted (weighted)60.861.1288315322331

Balance sheet

FY2021FY2021FY2022FY2023FY2024FY2025
Cash and equivalents0.1616010785.712929.5
Short-term investments283247134170
Receivables0.954.78
Inventory0.380.560.215.15
Other current assets1.563.7911.713.26.71
Total current assets0.16170397349277216
Property, plant and equipment12.527.83838.228.9
Lease right-of-use assets11.413.19.937.64
Goodwill013.3
Intangible assets1.631.471.351.222.81
Other non-current assets9.263.214.722.242.26
Total assets0.57193440407330273
Accounts payable0.014.716.194.831.95.69
Accrued liabilities0.070.83.127.026.654.35
Deferred revenue2.67
Short-term debt0.83
Total current liabilities0.581119.420.422.824.2
Lease liabilities10.211.37.985.81
Other non-current liabilities0.751.762.752.613.41
Total liabilities0.5811.748.947.951.557.9
Paid-in capital0.025.6538559579588
Retained earnings-0.03-94.3-145-199-299-372
Other comprehensive income0.37-1.25-1.61-2.23-1.73
Shareholders' equity-62.1-88.3392359278215
Total equity-62.1-88.3392359278215
Total liabilities and equity0.57193440407330273
Shares outstanding350354362365

Cash flow statement

FY2021FY2021FY2022FY2023FY2024FY2025
Net income-13.9-31.3-51-53.4-100-73
Depreciation and amortization1.711.662.65.548.3110.3
Stock-based compensation0.154.5722.820.619.911
Deferred income tax-1.06-0.28-0.47
Change in receivables-0.95-2.63
Change in inventory-0.38-0.180.33-1.04
Change in payables0.611.29-3.98-0.06-0.071.04
Cash from operations-11-30-46.5-56.4-66.1-58.4
Capital expenditures-0.98-8.95-14.7-15.8-12.2-2.86
Acquisitions-3.03
Purchases of investments-17.5-151-411-282-215-238
Cash from investing-13.33.31-29632.7108-39.2
Stock issued0.20.330.521.010.08
Share buybacks-1.61
Cash from financing0.841852903.281.01-1.96
Exchange rate effect0.190.23-0.53-0.55-0.690.33
Net change in cash-23.3158-53.1-2142.4-99.2
Free cash flow-12-38.9-61.2-72.2-78.3-61.2
Income taxes paid0.220.29

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 30, 2026; growth uses fiscal years. Valuation uses the share price of $0.53 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin27.8%Gross profit / revenue.
Operating margin-312.8%Operating income / revenue.
EBITDA margin-267.6%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin-289.2%Pre-tax income / revenue.
Net margin-289.6%Net income / revenue.
FCF margin-257.7%Free cash flow (cash from operations - capital expenditures) / revenue.
Operating cash flow margin-248.6%Cash from operations / revenue.
Return on equity (ROE)-36.3%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)-28.8%Net income / average total assets.
Return on invested capital (ROIC)-47.2%Approximation: operating income x (1 - tax rate) / average (total debt + equity - cash). Tax rate is the effective rate when between 0% and 50%, else 21%.
R&D / revenue212.4%Research and development expense / revenue.
Stock-based pay / revenue35.8%Stock-based compensation (from the cash flow statement) / revenue.
Capex / revenue9.1%Capital expenditures / revenue.
D&A / revenue45.3%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y929.4%Revenue vs the same period a year earlier. Only from a positive base.
Gross profit growth, 1y777.9%Gross profit vs the same period a year earlier. Only from a positive base.
Book value growth, 1y-22.8%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y-18.1%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y-17.3%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y-14.8%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets CAGR, 5y243.0%Compound annual growth of total assets over 5 fiscal years: (end / start)^(1/5) - 1. Only when both values are positive.
Share count change, 1y2.8%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y4.7%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 5y40.3%Change in diluted weighted shares, per year over 5 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio6.52xCurrent assets / current liabilities.
Quick ratio5.99x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio5.71x(Cash + short-term investments) / current liabilities.
Liabilities / assets20.8%Total liabilities / total assets.
Working capital$157.5MCurrent assets - current liabilities.
Goodwill and intangibles / assets6.8%(Goodwill + intangible assets) / total assets.
Tangible book value$171.1MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.10xRevenue / average total assets.
Fixed asset turnover0.97xRevenue / average property, plant and equipment.
Inventory turnover2.01xCost of revenue / average inventory.
Days inventory182 days365 x average inventory / cost of revenue.
Receivables turnover3.03xRevenue / average receivables.
Days sales outstanding121 days365 x average receivables / revenue.
Days payables121 days365 x average accounts payable / cost of revenue.
Cash conversion cycle181 daysDays inventory + days sales outstanding - days payables.

Per share

MetricValueHow it is calculated
EPS, diluted-$0.20Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$0.07Revenue / diluted weighted shares.
FCF per share-$0.18Free cash flow / diluted weighted shares.
Operating cash flow per share-$0.17Cash from operations / diluted weighted shares.
Book value per share$0.56Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$0.51Tangible book value / shares outstanding.
Cash per share$0.48(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$198.5MShare price x shares outstanding.
Enterprise value$35.5MMarket cap + total debt - cash - short-term investments.
P/S8.46xMarket cap / revenue.
P/B1.06xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book1.16xMarket cap / tangible book value, when positive.
EV/Sales1.51xEnterprise value / revenue.
FCF yield-30.5%Free cash flow / market cap.
Earnings yield-34.2%Net income / market cap (the inverse of P/E).
What was SES AI Corp's revenue in fiscal 2025?

SES AI Corp reported revenue of $21.0M for fiscal 2025, 929.4% higher than the year before.

Was SES AI Corp profitable in fiscal 2025?

No. It reported a net loss of $73.0M.

How much free cash flow did SES AI Corp generate in fiscal 2025?

Cash from operations of $58.4M minus capital expenditures of $2.9M left free cash flow of -$61.2M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

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