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Jul 31, 2025
ChargePoint Q2 2026 Earnings Report
ChargePoint reported a decline in revenue and net loss in Q2 2026, while improving gross margins and reducing operating expenses.
Key Takeaways
ChargePoint's Q2 2026 results showed lower revenue and a continued net loss, but gross margin and adjusted EBITDA improved significantly, reflecting better cost control and operational efficiency.
Revenue declined 9% YoY to $98.6M, with a drop in networked charging systems sales.
GAAP net loss was $66.2M, an improvement over $68.9M last year.
Gross margin increased to 31% GAAP and 33% non-GAAP, supported by subscription growth.
Non-GAAP adjusted EBITDA loss improved by 35% to $22.1M.
Revenue by Segment
Forward Guidance
ChargePoint expects Q3 FY26 revenue between $90M and $100M, maintaining focus on cost control and continued deployment of new products.
Positive Outlook
- Q3 revenue guidance of $90M–$100M
- Non-GAAP gross margin increased YoY to 33%
- Improvement in adjusted EBITDA loss by 35%
- New modular DC fast charging architecture launched with Eaton
- Cash position remains strong with no debt maturities until 2028
Challenges Ahead
- Total revenue declined 9% YoY
- Networked charging systems revenue dropped 21% YoY
- GAAP net loss remained high at $66.2M
- Free cash flow remained negative at -$39.1M
- No revenue breakdown by geography provided
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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