Amprius Technologies, Inc. (AMPX): Results of Operations and Financial Condition
Amprius Technologies, Inc. (AMPX) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Amprius Technologies Reports Second Quarter 2026 Financial Results and Recent Business Highlights • Q2 2026 revenue more than doubled year-over-year to $34.0 million. • Net loss of $5.1 million, representing a 20% year-over-year improvement, including a $1.9 million
How this was made
The 30-second read
Why it matters
The filing provides a decision-grade update: raised full-year revenue and gross margin guidance, reiterated net loss and Adjusted EBITDA targets, and disclosed specific orders and a multi-year supply agreement that increase visibility into demand and production scaling.
Market read
Traders can reprice AMPX on the combination of raised 2026 guidance and newly disclosed large customer commitments, with the Aug 5 call as the immediate catalyst for further detail.
What to watch
The results include a $1.9M non-cash warrant exchange fair value impact; traders may discount the GAAP improvement and focus on cash burn, working capital, and whether gross margin expansion is sustainable through the 2027 ramp.
Background
This is an SEC Form 8-K with Exhibit 99.1 covering Amprius’ Q2 2026 results and updated 2026 outlook, plus customer and capacity highlights.
Ticker impact
Amprius reported Q2 2026 revenue of $34.0M (+126% YoY) and raised 2026 revenue outlook to at least $140M.
Likely positive bias for the next session and into the Aug 5 call, with upside skew if investors focus on the $24M drone order and $100M+ Stark Future contract.
The filing includes concrete financial results, explicit raised guidance (revenue, gross margin, net loss), and named contract/order announcements that directly affect expected 2026 cash generation and production ramp visibility.
Market effects
Supports the silicon anode lithium-ion battery narrative via evidence of expanding drone and e-mobility demand and improving gross margin.
Limited direct regional read-through; Fremont pilot line expansion and South Korea contract manufacturing may influence supply-chain sentiment.
Moderate, as the disclosed contracts are tied to defense-adjacent drones and European customers, but the company is still small-cap.
Counterpoint
The headline net loss remains negative and Adjusted EBITDA is still negative in Q2 (-$1.0M), so the guidance raise may not yet translate into near-term profitability.
Key entities
- companyAmprius Technologies, Inc.
Silicon anode lithium-ion battery company reporting Q2 2026 results and raising 2026 guidance.
- customer_partnerStark Future
Barcelona-based electric motorcycle manufacturer with a multi-year supply agreement starting in 2027, expected to exceed $100M.
- customer_partnerRedwire
Aerospace and defense technology company supplied with SiCore cells for the Stalker Block 30 drone.
- government_programDefense Innovation Unit
Partially funded the Fremont pilot line expansion referenced in the business highlights.
