Amprius Technologies third quarter 2026 revenue of $39.1M beat estimates while full-year outlook was raised

Amprius Technologies reported third quarter 2026 revenue of $39.1 million, exceeding analyst estimates and reflecting 83% year-over-year growth. Gross margins improved significantly to 27%, although GAAP EPS of -$0.02 missed expectations. Management increased full-year 2026 revenue guidance to $145 million and expects positive full-year adjusted EBITDA of at least $2.5 million.

Key Highlights

• Gross margin expanded 1,200 basis points year-over-year to 27%, nearing the company's full-year target of 28% as production scales.
• U.S. domestic revenues grew 130% sequentially to $12.2 million, representing roughly 31% of total quarterly sales.
• Secured a $75 million U.S. Department of War contract to convert existing battery production lines for NDAA-compliant cell manufacturing by 2028.