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Oct 31, 2025
ChargePoint Q3 2026 Earnings Report
ChargePoint reported its third quarter fiscal year 2026 financial results, showing a return to growth with revenue exceeding expectations and significant debt reduction.
Key Takeaways
ChargePoint Holdings, Inc. announced a strong third quarter for fiscal year 2026, with revenue reaching $105.7 million, surpassing guidance. The company also significantly reduced its total outstanding debt by over 50% post-quarter end, strengthening its financial foundation.
Revenue increased by 6% year-over-year to $106 million, exceeding the top end of guidance.
Subscription revenue grew by 15% year-over-year to $42 million.
GAAP gross margin was 31% and non-GAAP gross margin reached a record high of 33%.
Post-quarter end, ChargePoint reduced its total outstanding debt by $172 million, more than 50%.
Revenue by Segment
Forward Guidance
For the fourth fiscal quarter ending January 31, 2026, ChargePoint expects revenue to be between $100 million and $110 million.
Positive Outlook
- Continued focus on accelerating growth and leading the future of e-mobility.
- Strengthened financial foundation through successful debt exchange.
- Ongoing innovation and strategic partnerships, including with Eaton, are expected to drive growth.
- Commitment to delivering value for customers and shareholders through a three-year plan.
- Awarded Sourcewell cooperative purchasing contract for EV charging solutions to public agencies.
Challenges Ahead
- Macroeconomic trends, including inflation and interest rate volatility, could impact demand.
- Geopolitical events and conflicts may adversely affect business and supply chains.
- Dependence on widespread EV adoption and potential impacts from changes in auto manufacturers' plans.
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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