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Dec 31, 2024

EHang Q4 2024 Earnings Report

EHang reported record-high quarterly revenue growth in Q4 2024, with a 190.2% increase YoY, alongside improved profitability metrics.

Key Takeaways

EHang delivered strong financial performance in Q4 2024, with revenue surging 190.2% year-over-year to $22.5 million. The company reported significant growth in EH216 series eVTOL sales, with 78 units delivered. While operating loss improved, adjusted net income reached $5.0 million, marking its third consecutive quarter of non-GAAP profitability.

Total revenue increased 190.2% YoY to $22.5 million.

EH216 series eVTOL deliveries reached 78 units, a 239.1% increase YoY.

Adjusted net income improved to $5.0 million from an adjusted net loss of $3.0 million in Q4 2023.

Gross margin remained strong at 60.7% despite a slight decline from the prior-year period.

Total Revenue
$22.5M
Previous year: $7.97M
+182.3%
EPS
$0.07
Previous year: -$0.04
-275.0%
Gross Margin
60.7%
Previous year: 64.7%
-6.2%
Adjusted Operating Income
$3.82M
Previous year: -$3.49M
-209.5%
Adjusted Net Income
$4.98M
Previous year: -$3M
-266.1%
Gross Profit
$13.7M
Previous year: $38.2M
-64.2%
Cash and Equivalents
$158M
Previous year: $47.1M
+235.8%
Total Assets
$217M
Previous year: $84.4M
+157.2%

EHang

EHang

EHang Revenue by Segment

Forward Guidance

EHang expects total revenue to reach $123.3 million in FY 2025, reflecting a 97% year-over-year growth, supported by continued expansion in eVTOL sales and commercial operations.

Positive Outlook

  • Revenue expected to grow 97% in FY 2025.
  • Increasing demand for EH216-S eVTOL in China and international markets.
  • Strong pipeline of new orders and strategic partnerships.
  • Continued investment in production capacity expansion.
  • Favorable regulatory progress in urban air mobility.

Challenges Ahead

  • Gross margin slightly declined due to revenue mix changes.
  • Operating loss remains despite revenue growth.
  • Intensifying competition in the urban air mobility sector.
  • High R&D and administrative expenses impacting profitability.
  • Regulatory approval process for commercial eVTOL operations still ongoing.