Pony AI (PONY) Operating Leases (2022 - 2026)
Pony AI's (PONY) quarterly Operating Leases came in at $13.5 million in Q2 2026, up 13.3% year-over-year from $11.9 million in Q2 2025, and up 30.27% quarter-over-quarter from $10.4 million in Q4 2025.
Analysis
Pony AI (PONY) Operating Leases (2022 - 2026) Analysis & Trends
Pony AI has disclosed Operating Leases across 5 years of filings, most recently posting $13.5 million for Q2 2026.
- In Q2 2026, Operating Leases rose 13.3% year-over-year to $13.5 million; the TTM figure through Jun 2026 stood at $13.5 million (up 13.3% YoY), while the FY2025 annual figure was $10.4 million, up 5.49% from the prior year.
- Operating Leases came in at $13.5 million for Q2 2026 at Pony AI, up from $10.4 million in the prior quarter.
- In the past five years, Operating Leases ranged from a high of $13.5 million in Q2 2026 to a low of $2.2 million in Q4 2023.
- Average Operating Leases over 5 years is $8.6 million, with a median of $10.1 million recorded in 2024.
- Year-over-year, Operating Leases tumbled 40.71% in 2023 and jumped 337.89% in 2024.
- Over 5 years, Operating Leases stood at $3.8 million in 2022, then plunged by 40.71% to $2.2 million in 2023, then jumped by 337.89% to $9.8 million in 2024, then advanced by 5.49% to $10.4 million in 2025, then soared by 30.27% to $13.5 million in 2026.
- Per Business Quant data, the three most recent Operating Leases figures were $13.5 million in Q2 2026, $10.4 million in Q4 2025, and $11.9 million in Q2 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Aurora Innovation | 12.48 Bn | 11.26 Bn | -5.00 Mn |
| 2 | Mobileye Global | 6.71 Bn | 5.40 Bn | 235.00 Mn |
| 3 | Pony AI | 2.52 Bn | 2.52 Bn | 6.35 Mn |
| 4 | WeRide | 1.76 Bn | 1.09 Bn | 12.76 Mn |
| 5 | Kodiak AI | 712.45 Mn | 561.40 Mn | - |
| 6 | ECARX Holdings | 362.37 Mn | 159.47 Mn | 44.50 Mn |
| 7 | Cyngn | 10.12 Mn | 10.12 Mn | 55,476.00 |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 13.52 Mn |
| Dec 31, 2025 | 10.38 Mn |
| Jun 30, 2025 | 11.93 Mn |
| Dec 31, 2024 | 9.84 Mn |
| Dec 31, 2023 | 2.25 Mn |
| Dec 31, 2022 | 3.79 Mn |