Xos, Inc.

Report azionario NasdaqCM:XOS

Capitalizzazione di mercato: US$24.4m

Xos Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Xos sono diminuiti a un tasso medio annuo di -14.3%, mentre il settore Machinery ha visto gli utili crescere a un tasso medio annuo di 8%. I ricavi sono cresciuti crescere a un tasso medio annuo di 33.1%.

Informazioni chiave

-14.26%

Tasso di crescita degli utili

6.80%

Tasso di crescita dell'EPS

Machinery Crescita del settore8.77%
Tasso di crescita dei ricavi33.10%
Rendimento del capitale proprio-101.50%
Margine netto-39.13%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione Apr 27

XOS: Rebased Expectations Will Highlight Vehicle To Grid Execution Potential

Analysts have lowered their price target on Xos by $2 to reflect updated assumptions around discount rates, profitability, and future P/E expectations, while keeping the $4.00 fair value estimate unchanged. Analyst Commentary Analysts recently lowered their price target on Xos by $2, while keeping the $4.00 fair value estimate unchanged.
Aggiornamento della narrazione Apr 10

XOS: Rebased Expectations Will Highlight Upcoming Electric Fleet Execution Potential

Analysts have reduced their price target on Xos by $2 to $4.0, citing updated views on fair value, revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the revised US$4.0 target as better aligned with current expectations for revenue growth and profitability, which they view as helpful for setting more realistic execution milestones.
Articolo di analisi Jan 27

Here's Why Xos (NASDAQ:XOS) Can Afford Some Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Nov 21

Xos, Inc. (NASDAQ:XOS) Might Not Be As Mispriced As It Looks After Plunging 26%

To the annoyance of some shareholders, Xos, Inc. ( NASDAQ:XOS ) shares are down a considerable 26% in the last month...
Articolo di analisi Sep 13

Take Care Before Jumping Onto Xos, Inc. (NASDAQ:XOS) Even Though It's 31% Cheaper

Xos, Inc. ( NASDAQ:XOS ) shares have had a horrible month, losing 31% after a relatively good period beforehand...
Aggiornamento della narrazione Aug 16

Electric Fleet Adoption And ESG Trends Will Expand Global Markets

The upward revision in Xos’ price target reflects improved valuation multiples alongside a modestly lower discount rate, indicating stronger future confidence and resulting in a new consensus target of $6.50. What's in the News Xos filed a follow-on equity offering of $5.37 million via an at-the-market common stock issuance.
Articolo di analisi Jul 30

Xos, Inc.'s (NASDAQ:XOS) Subdued P/S Might Signal An Opportunity

Xos, Inc.'s ( NASDAQ:XOS ) price-to-sales (or "P/S") ratio of 0.5x might make it look like a buy right now compared to...
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Nuova narrazione Apr 15

Blue Bird And Winnebago Partnerships Will Optimize Operational Efficiency

Strategic partnerships and expansion in powertrain and utility applications could drive revenue growth and enhance margins.
Articolo di analisi May 14

Xos, Inc. (NASDAQ:XOS) Analysts Are Cutting Their Estimates: Here's What You Need To Know

Xos, Inc. ( NASDAQ:XOS ) just released its latest first-quarter report and things are not looking great. It was not a...
Articolo di analisi May 12

Analyst Forecasts Just Became More Bearish On Xos, Inc. (NASDAQ:XOS)

The latest analyst coverage could presage a bad day for Xos, Inc. ( NASDAQ:XOS ), with the analysts making...
Seeking Alpha Oct 05

Xos delivers 88 units in Q3

Xos (NASDAQ:XOS) has announced a total of 88 units delivery to customers during Q3. Xos (XOS) had previously provided a second half of 2022 guidance range of 150 to 200 units delivered and is on track for its deliveries to fall within that range. The third quarter unit deliveries represent a 21% sequential quarter over quarter increase from the second quarter of 2022, during which Xos delivered 73 units. The company earlier reported 65 vehicles deliveries to merchants fleet in Q3 2022. Source: Press Release
Seeking Alpha Sep 28

Xos: Secular Growth Catalyst With Huge Potential Upside

Summary Governments are aggressively setting targets to phase out the use of fossil fuels and control GHG emissions, benefiting battery-electric vehicle manufacturer Xos, Inc. Xos has entered into a strategic partnership with NationaLease. After comparing the forward P/E ratio of 8.54x with the sector median of 14.52x, we can say that Xos, Inc. is undervalued. Investment Thesis Xos, Inc. (XOS) mainly deals in the manufacturing of electric battery commercial vehicles. The company is expanding rapidly due to the enormous end-market demand and governmental efforts to phase out fossil fuel use. The company has entered into a strategic partnership with NationaLease to grow its network and geographic footprints. About XOS Xos, Inc is a mobility solutions company that focuses on the production of Class 5 to 8 battery-electric commercial vehicles. The company helps fleets switch from internal combustion engine cars to zero-emission vehicles with patented technology adapted to commercial use. The company also provides a wide range of services, including vehicle maintenance, charging infrastructure, financing, and service. It also manufactures the X-pack (battery system) and the X-platform, primarily for the medium and heavy-duty commercial vehicle segment. These two products are available for purchase as a part of Xos vehicles. The company also offers powertrain technology to the original equipment manufacturers ((OEM)) targeting the commercial, off-highway, and industrial markets. The company's revenue is primarily attributable to dealer relationships (stepvans) and longstanding customer relationships (powertrains). The product revenue of powertrains is 42.6% of the total revenue, while the revenue of stepvans contributes 54.2% of total revenue. The remaining 3.2% of the total revenue is classified as Ancillary revenue. The company has seen sequential growth in unit deliveries compared to the previous quarters, and I believe this growth can remain constant due to increased consumer preference for electric vehicles ("EVs") as a sustainable option to reduce greenhouse emissions. The company expects to broaden its customer base and expand into new markets by leveraging strategic partnerships with distributors, including Thompson Truck Centers, Yancey Bros. Co., and Murphy-Hoffman Company. It also expects to expand internationally and make the most of the opportunity by using the footprint of its existing global customers. It has diversified its supply chain, which includes suppliers from Canada, India, and South Korea, to reduce the risk of single-source supply issues. The company recently launched a proprietary fleet management platform, Xosphere, which allows fleet operators to monitor real-time performance, minimize charging costs, optimize energy usage, and manage maintenance & support. Growth Catalyst and Revenue Trends Revenue Trend (Seeking Alpha) Governments are aggressively setting targets to phase out the use of fossil fuels and control GHG emissions. The new government initiatives can act as a tailwind for the secular growth of the industry as electric vehicles are more sustainable options than fossil fuel equivalent vehicles. That's why companies like Xos are benefitting from these government initiatives. We can see in the above chart that the company is experiencing massive growth, which is driven by the dramatic increase in demand in the end market. In FY2021, the company reported revenue growth of 491.73% compared to the revenue of FY2020. The revenue has grown from $1.15 million in FY2019 to $5.05 million in FY2021, resulting in a 3-year CAGR of 154.01%. This year, the company will see huge revenue growth. In the first half of FY2022, the company has already reported revenue of $16.8 million and is expected to achieve total revenue of $39.52 million, which is an increase of 682.6%. The reason behind this growth is massive demand in the end market. I think the demand might sustain in coming years, as EVs are cost-efficient compared to the fossil fuel-equivalent vehicles, and governments are aggressively setting targets to phase out the use of fossil fuels and greenhouse gas emissions. Electric vehicle sales are expected to grow massively, with a CAGR of 35% in 2022-2040. The global last-mile delivery market, the primary market of Xos, might reach a valuation of $424 billion by 2030, representing an 8-year CAGR of 10%. Last-Mile Medium-Duty Market (Investor Relations: Slide No.7) I think the rising demand for the products can decrease the total production cost and expand the company's profit margins, as the rising production can help the company achieve economies of scale. After considering the increasing demand and potential margin expansion, I think next year the company can become profit making business. Partnership with NationaLease Recently, the company entered into a strategic partnership with NationaLease. With Xos as a Partner, NationaLease will list Xos vehicles and services among its offerings. These offerings incorporate Xos' exclusive Xosphere fleet management platform, which gives end users access to additional features, including vehicle tracking, telematics, and battery health management. I believe this event can significantly increase the company's earnings, as this partnership can grow its leasing and distribution network and expand its footprint across North America. The enhanced network and access to more than 900 locations can significantly increase the company's customer base. What is the Main Risk Faced by XOS? Volatile Prices of Raw Materials
Seeking Alpha Sep 20

Xos gains on announcing partnership with Shipx

Xos (NASDAQ:XOS) announces a partnership with delivery solutions provider ShipX to accelerate the adoption of battery-electric vehicles into delivery fleets. As part of the agreement, ShipX will promote the purchase or lease of Xos battery-electric vehicles amongst its clients and Xos may offer discounts or incentives to those clients. “Xos and ShipX share a common belief that the way we move goods should be smarter, cleaner, and more efficient, so working together is a natural fit. With ShipX as a partner, we’re excited to continue offering our customers the best possible delivery solutions available today.” said Giordano Sordoni, Chief Operating Officer and Co-Founder of Xos.  Shares aretrading up 7% pre-market.
Seeking Alpha Aug 17

Xos announces strategic partnership with NationaLease

Xos (NASDAQ:XOS) said Wednesday that it entered in a strategic partnership with NationaLease, one of the largest full-service truck leasing organizations in North America with over 900 locations and over 165,000 vehicles in its fleet. As part of the initial launch, NationaLease has chosen Xos to be a Partner where Xos vehicles and services will be listed as part of the offerings from NationaLease. The offerings include Xos’ proprietary Xosphere fleet management platform that adds more end user capabilities such as telematics, vehicle tracking, and battery health management. Shares are down 1.53% premarket.
Seeking Alpha Jul 29

Xos nabs purchase order from AUSEV, first expansion into Australia

Xos (NASDAQ:XOS) secured a purchase order from AUSEV Pty for one stripped chassis and has started conversations on working towards a manufacturing and distribution partnership in Australia. Post the order is delivered, AUSEV will collaborate with Xos engineers on design and manufacturing issues specific to the Australian right-hand drive market. For Xos, the partnership will allow it to leverage AUSEV’s presence and expertise in Australia to generate revenue, growth, and brand visibility across the Oceania region. AUSEV is a subsidiary of Boss Capital dedicated to the manufacturing and distribution of electric vehicles.
Seeking Alpha Jul 19

Xos delivers 73 units in Q2

Fleet services provider Xos (NASDAQ:XOS) said it delivered 73 units to customers in Q2. The units include several FedEx ground operators in the U.S. and Canada, Zeem Solutions in Los Angeles, return customer Loomis across four U.S. locations and return customer Merchants Fleet across three U.S. locations, among others. Source: Press Release
Seeking Alpha Jul 12

Xos nabs purchase order for 10 Stepvans from Zeem Solutions

Xos (NASDAQ:XOS) secured a purchase order for 10 of its 100% battery-electric stepvans from Zeem Solutions, a fleet-as-a-service provider that builds and operates zero-emissions fleet depots, and has delivered the first vehicle to Zeem's Los Angeles-based depot during Q2 of 2022. Zeem will offer Xos vehicles for lease as part of its fleet-as-a-service offering. Zeem offers fleet-as-a-service amenities including vehicle leasing, vehicle charging, secured parking, vehicle maintenance and cleaning, and lounge space for drivers. Shares trading 3.3% higher premarket.
Seeking Alpha Jul 06

Xos delivers 58 battery-electric stepvans to Merchants Fleet

Xos (NASDAQ:XOS) delivers 58, 100% battery-electric stepvans to three locations for Merchants Fleet, a high-growth fleet management company, during  2Q22. The three locations include San Diego, Calif., North Highlands, Calif., and Hooksett, N.H. “Fleet electrification is extremely important to us at Merchants. In 2021, we announced our $2.5 billion commitment to electrifying our fleet and the reservations and orders of 40,000 electric vehicles to achieve our goal of having 50% of our Mobility fleet electric by 2025 and 50% of our clients' fleets electric by 2030. Partnering with innovative OEMs like Xos helps us to reach this important goal.” said Hari Nayar, Vice President of Fleet Electrification and Sustainability at Merchants Fleet.
Seeking Alpha Jun 30

Xos delivers three battery-electric stepvans to Fedex ground operator in Canada

Xos (NASDAQ:XOS) delivers three of its 100% battery-electric stepvans to FedEx ground operator Cutone Transport in Ontario, Canada during the month of June 2022. FedEx ground operators work as FedEx Corporation independent service providers (ISPs). Cutone is the company’s first Canada-based customer. This delivery brings the total number of FedEx ground Operators that company works with to seven, and company's vehicles delivered to FedEx ground operators to 24.
Articolo di analisi May 17

We Believe Xos' (NASDAQ:XOS) Earnings Are A Poor Guide For Its Profitability

We didn't see Xos, Inc.'s ( NASDAQ:XOS ) stock surge when it reported robust earnings recently. We looked deeper into...
Seeking Alpha Apr 26

Xos: FY 2021 Review And 2022 Prospects

Xos missed initially, over-promising on its forecasts and, as a consequence, the market punished the stock. There were setbacks, mainly because of global matters, yet, there were also positive developments that led the company to beat the revised FY 2021 guidance. Xos must prove its potential by scaling production to gain credibility. Competition will be intense, however, Xos is an early-mover and should benefit from the strong demand for commercial EVs.

Ripartizione dei ricavi e delle spese

Come Xos guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqCM:XOS Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2651-20268
31 Dec 2546-25288
30 Sep 2552-35348
30 Jun 2552-47349
31 Mar 2549-49389
31 Dec 2456-503711
30 Sep 2463-453713
30 Jun 2464-493915
31 Mar 2453-634117
31 Dec 2345-764420
30 Sep 2335-824722
30 Jun 2329-884727
31 Mar 2334-745129
31 Dec 2236-735131
30 Sep 2231-425235
30 Jun 2220135129
31 Mar 2211134124
31 Dec 215233120
30 Sep 21341914
30 Jun 213-351111
31 Mar 213-29710
31 Dec 203-1757
31 Dec 191-540
31 Dec 180-422

Guadagni di qualità: XOS al momento non è redditizia.

Margine di profitto in crescita: XOS al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: XOS non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 14.3% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di XOS nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: XOS non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Machinery ( 1.6% ).


Rendimento del capitale proprio

ROE elevato: XOS ha un Return on Equity negativo ( -101.5% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 14:16
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Xos, Inc. è coperta da 4 analisti. 2 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Sherif El-SabbahyBofA Global Research
Jerry RevichGoldman Sachs
Edward JacksonNorthland Capital Markets