Ses Ai (SES) Cost of Revenue (2025 - 2026)
Ses Ai (SES) posted quarterly Cost of Revenue of $5.5 million for Q1 2026, up 344.66% year-over-year from $1.2 million in Q1 2025, and up 35.77% quarter-over-quarter from $4.0 million in Q4 2025.
Ses Ai (SES) Cost of Revenue (2025 - 2026) Analysis & Trends
Ses Ai's Cost of Revenue history runs 2 years deep, the most recent figure standing at $5.5 million for Q1 2026.
- In Q1 2026, Cost of Revenue rose 344.66% year-over-year to $5.5 million; the TTM figure through Mar 2026 stood at $14.0 million (changed N/A YoY), while the FY2025 annual figure was $9.7 million, up 1188.96% from the prior year.
- Cost of Revenue for Q1 2026 stood at $5.5 million, up from $4.0 million in the prior quarter.
- The five-year high for Cost of Revenue was $5.5 million in Q1 2026, with the low at $927000.0 in Q2 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cost of Rev (Qtr) |
|---|---|---|---|---|---|
| 1 | O Reilly Automotive | 73.55 Bn | 73.29 Bn | 2.52 Bn | 2.38 Bn |
| 2 | Autozone | 48.72 Bn | 48.46 Bn | 2.52 Bn | 2.32 Bn |
| 3 | Magna International | 20.02 Bn | 18.59 Bn | 1.61 Bn | 9.37 Bn |
| 4 | Genuine Parts | 18.44 Bn | 17.88 Bn | 2.47 Bn | 4.07 Bn |
| 5 | Borgwarner | 13.74 Bn | 11.29 Bn | 721.00 Mn | 2.93 Bn |
| 6 | Allison Transmission Holdings | 11.11 Bn | 10.71 Bn | 515.00 Mn | 1.05 Bn |
| 7 | Modine Manufacturing | 10.43 Bn | 10.36 Bn | - | - |
| 8 | Aptiv | 10.21 Bn | 9.45 Bn | 775.00 Mn | 2.50 Bn |
| 9 | Autoliv | 9.27 Bn | 8.90 Bn | 509.00 Mn | 2.29 Bn |
| 10 | Ses Ai | 182.69 Mn | 182.69 Mn | 1.15 Mn | 3.93 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 3.93 Mn |
| Jun 30, 2026 | 3.93 Mn |
| Mar 31, 2026 | 5.50 Mn |
| Mar 31, 2026 | 5.50 Mn |
| Dec 31, 2025 | 4.05 Mn |
| Dec 31, 2025 | 4.05 Mn |
| Sep 30, 2025 | 3.48 Mn |
| Sep 30, 2025 | 3.48 Mn |
| Jun 30, 2025 | 927,000.00 |
| Jun 30, 2025 | 927,000.00 |
| Mar 31, 2025 | 1.24 Mn |
| Mar 31, 2025 | 1.24 Mn |