Pony AI 과거 순이익 실적
과거 기준 점검 0/6
Pony AI 의 수입은 연평균 -8.5%의 비율로 감소해 온 반면, Software 산업은 연평균 30.7%의 비율로 증가했습니다. 매출은 연평균 16.6%의 비율로 증가해 왔습니다.
핵심 정보
-8.50%
순이익 성장률
28.95%
주당순이익(EPS) 성장률
| Software 산업 성장률 | 17.33% |
| 매출 성장률 | 16.59% |
| 자기자본이익률 | -5.16% |
| 순이익률 | -118.47% |
| 최근 순이익 업데이트 | 30 Jun 2026 |
최근 과거 실적 업데이트
Recent updates
Seeking Alpha • Sep 18
Pony AI: The Robotaxi Inflection Point Is Here
Summary After the introduction of lower-cost next-gen systems, Pony is scaling its robotaxi and robotruck businesses. The market is still skeptical of these efforts, but management commentary across a number of companies suggests that the market has reached an inflection point. While there is still uncertainty around unit economics, higher utilization should lead to attractive margins over time. Pony’s market capitalization is low relative to what the company could achieve in coming years, and this discrepancy will need to be resolved at some point. Read the full article on Seeking Alpha
새로운 내러티브 • Sep 16
Autonomous Fleet Expansion And Logistics Partnerships Will Reshape Long Term Mobility Potential
Catalysts About Pony AI Pony AI develops and operates Level 4 autonomous driving technology for robotaxis, robotrucks and L4 light trucks across China and selected international markets. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Jun 26
PONY: Robotaxi Fleet Expansion Will Drive Future Sentiment Despite Cost Concerns
The analyst fair value estimate for Pony AI has been reduced from $15.00 to $10.00, reflecting updated assumptions around higher operating expenses and future profitability, even as analysts acknowledge strong recent revenue performance and increased expectations for the robotaxi fleet. Analyst Commentary Recent Street research on Pony AI highlights a mix of strong recent revenue data and a more cautious stance on profitability and valuation.분석 기사 • May 26
We're Hopeful That Pony AI (NASDAQ:PONY) Will Use Its Cash Wisely
We can readily understand why investors are attracted to unprofitable companies. For example, although...Seeking Alpha • Apr 25
Pony AI: Risk Versus Potential
Summary Pony AI Inc., an autonomous driving company, remains unprofitable but has significant growth potential, making it a high-risk, high-reward investment for those seeking exposure to this sector. The autonomous driving market is gaining attention, with companies like Waymo and Tesla advancing their technologies, which could benefit Pony AI as investor interest grows. Pony AI's recent quarterly earnings showed $36 million in revenue, with a substantial cash reserve allowing it to sustain losses while expanding its robotaxi services and partnerships. Despite the risks, Pony AI's technology and international expansion efforts make PONY stock a potentially compelling, albeit speculative, investment opportunity in the rapidly evolving autonomous driving market. Read the full article on Seeking AlphaSeeking Alpha • Apr 17
Pony AI: Huge Upside In A Booming Robotaxi Market
Summary Pony AI has faced a sharp stock decline but presents a buying opportunity due to its strong market position and long-term growth potential. The company is a pioneer in autonomous driving, operating robotaxis and robotrucks in key Chinese and U.S. markets, with significant recent route approvals. Strategic partnerships, like with AION for robotaxi production and international expansion into Europe, bolster PONY's growth prospects. Despite Q4 losses, PONY maintains a strong balance sheet with $745 million in cash and minimal debt, ensuring financial stability and focus on growth. One of the most important things about the Company is its emphasis on the software side of AB, reducing its CapEx significantly compared to its peers. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Pony AI: A High-Growth Bet On Self-Driving Tech
Summary I’m bullish on Pony AI because it has no debt, a strong cash position, and impressive revenue growth potential. Despite its high valuation, I believe its leadership in China’s robotaxi market makes it a compelling long-term investment. I see institutional investors starting to accumulate shares, which could stabilize the stock and drive further upside. While geopolitical risks exist, Pony AI’s strategic expansion into high-demand transit routes reinforces my confidence in its future. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Pony AI: Early-Stage China AV Play That Is Primed To Grow
Summary Pony AI Inc.'s recent IPO at $13 per share offered a promising international investment in a rapidly growing autonomous driving company. Pony AI, the first autonomous taxi company in China, is developing both Level 4 and Level 5 autonomous driving technologies, similar to Waymo in the U.S. The company targets massive end markets: Robotaxis ($66.6 billion by 2030) and robotrucks ($605 billion by 2035), with significant revenue from licensing its IP to the likes of Toyota. The company recently opened new airport routes in Beijing. Year to date in FY24, the company's revenue is already growing at a >2x y/y pace. PONY stock currently trades at ~25x forward revenue, which is modest for a company that has significant untapped revenue opportunity as more robotaxi routes open in China. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Pony AI: An Attractive Autonomous Driving Technology Play
Summary Initiating coverage on Pony AI with a 'Buy' rating, citing industry tailwinds and significant growth potential in autonomous driving technology over the next 24–36 months. PONY's robotaxi and robotruck segments show strong early growth, with strategic partnerships and regulatory approvals positioning the company for future expansion. Despite current losses, the company's high R&D investment and industry partnerships are expected to drive innovation and long-term profitability. Regulatory risks and gradual adoption timelines are noted, but the large addressable market in China and beyond supports a positive long-term outlook. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
Pony AI IPO: What To Make Of It
Summary Pony AI, a Chinese autonomous vehicle company, recently went public, raising $260 million but experiencing initial share price volatility, now trading around $12. The company focuses on robotaxi and self-driving truck technology, with significant operations in China and partnerships with major automakers like Toyota. Despite strong revenue growth, Pony AI remains unprofitable, burning $90 million in cash in H1 2024. Pony AI is a high-risk, high-reward investment; for lower-risk exposure to autonomous driving, consider Alphabet, which owns Waymo and is highly profitable. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Pony AI가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 30 Jun 26 | 125 | -148 | 63 | 225 |
| 31 Mar 26 | 110 | -141 | 63 | 218 |
| 31 Dec 25 | 90 | -134 | 58 | 217 |
| 30 Sep 25 | 96 | -338 | 73 | 305 |
| 30 Jun 25 | 86 | -319 | 68 | 278 |
| 31 Mar 25 | 76 | -297 | 60 | 258 |
| 31 Dec 24 | 75 | -274 | 57 | 240 |
| 30 Sep 24 | 69 | -121 | 34 | 123 |
| 30 Jun 24 | 84 | -107 | 36 | 121 |
| 31 Mar 24 | 78 | -111 | 36 | 122 |
| 31 Dec 23 | 72 | -125 | 37 | 123 |
| 30 Sep 23 | 72 | -128 | 40 | 133 |
| 30 Jun 23 | 72 | -131 | 43 | 144 |
| 31 Mar 23 | 70 | -139 | 46 | 149 |
| 31 Dec 22 | 68 | -148 | 49 | 154 |
| 31 Dec 21 | 8 | -225 | 51 | 171 |
양질의 수익: PONY 은(는) 현재 수익성이 없습니다.
이익 마진 증가: PONY는 현재 수익성이 없습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: PONY은 수익성이 없으며 지난 5년 동안 손실이 연평균 8.5% 증가했습니다.
성장 가속화: 현재 수익성이 없어 지난 1년간 PONY의 수익 성장률을 5년 평균과 비교할 수 없습니다.
수익 대 산업: PONY은 수익성이 없어 지난 해 수익 성장률을 Software 업계(27.2%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: PONY는 현재 수익성이 없으므로 자본 수익률이 음수(-5.16%)입니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/21 04:25 |
| 종가 | 2026/09/21 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
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| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Pony AI Inc.는 24명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jiong Shao | Barclays |
| "Jiong Shao | Barclays |
| Yawen Tan | BNP Paribas |