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Sep 30, 2024

Nikola Q3 2024 Earnings Report

Reported record sales of hydrogen fuel cell electric trucks and increased FCEV fleet adoption.

Key Takeaways

Nikola Corporation reported third-quarter results with record sales of hydrogen fuel cell electric trucks, a 78% increase in FCEV fleet adoption year-to-date, and a nearly 350% increase in hydrogen fuel dispensed at commercial stations year-to-date. The company delivered 88 FCEVs to its dealer network, up 22% from last quarter, and reiterated its year-end FCEV volume guidance of 300-350 trucks.

Record 88 wholesale deliveries of hydrogen fuel cell electric trucks in Q3, up 22% quarter over quarter.

FCEV Fleet adoption up 78% year-to-date, with 16 end fleets deploying Nikola FCEVs, 32 distinct end fleets across both powertrains.

Expanded dealer network for the first time since launch of the FCEV.

Reiterating year-end volume guidance of 300-350 FCEVs.

Total Revenue
$25.2M
Previous year: -$1.73M
-1553.9%
EPS
-$2.75
Previous year: -$9
-69.4%
Gross Profit
-$61.9M
Previous year: -$126M
-50.6%
Cash and Equivalents
$198M
Previous year: $363M
-45.3%
Free Cash Flow
-$163M
Previous year: -$112M
+45.6%
Total Assets
$1.04B
Previous year: $1.15B
-9.8%

Nikola

Nikola

Forward Guidance

Nikola reiterated its FCEV volume guidance of 300-350 trucks by year-end and expects to deliver 10 HYLA fueling solutions by year-end.