Ses Ai (SES) Operating Income (2021 - 2026)

Ses Ai's quarterly Operating Income came in at -$17.9 million in Q1 2026, up 23.22% year-on-year from -$14.5 million in Q1 2025, and down 136.28% quarter-over-quarter from $49.2 million in Q4 2025.

Ses Ai has reported Operating Income for 6 years, with the latest figure at -$17.9 million in Q1 2026.

  • For the quarter ending Q1 2026, Operating Income rose 23.22% year-over-year to -$17.9 million; the trailing twelve-month figure through Mar 2026 stood at -$10.3 million (up 90.76% YoY), and the FY2025 full-year result was -$15.7 million, up 85.65% from the prior year.
  • Operating Income for Q1 2026 stood at -$17.9 million, down from $49.2 million in the prior quarter.
  • The five-year high for Operating Income was $49.2 million in Q4 2025, with the low at -$34.2 million in Q3 2024.
  • Average Operating Income over 5 years is -$17.7 million, with a median of -$19.6 million recorded in 2022.
  • Year-over-year, Operating Income sank 332.46% in 2022 and jumped 269.05% in 2025.
  • Tracing SES's Operating Income over 5 years: stood at -$19.6 million in 2022, then rose by 8.53% to -$17.9 million in 2023, then plunged by 62.59% to -$29.1 million in 2024, then jumped by 269.05% to $49.2 million in 2025, then slumped by 136.28% to -$17.9 million in 2026.
  • The last three Operating Income figures came in at -$17.9 million (Q1 2026), $49.2 million (Q4 2025), and -$18.6 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Op. Inc (Qtr)
1 O Reilly Automotive 76.93 Bn 76.68 Bn 2.35 Bn 841.61 Mn
2 Autozone 56.46 Bn 56.17 Bn 2.24 Bn 698.46 Mn
3 Modine Manufacturing 13.73 Bn 13.64 Bn 186.10 Mn 89.30 Mn
4 Borgwarner 13.51 Bn 13.68 Bn 677.00 Mn 336.00 Mn
5 Genuine Parts 13.47 Bn 12.99 Bn 2.34 Bn 286.27 Mn
6 Aptiv 12.21 Bn 9.14 Bn 920.00 Mn 378.00 Mn
7 Magna International 10.79 Bn 9.60 Bn 1.42 Bn 866.00 Mn
8 Autoliv 9.18 Bn 8.83 Bn 526.00 Mn 237.00 Mn
9 Allison Transmission Holdings 9.12 Bn 8.81 Bn 406.00 Mn 195.00 Mn
10 Ses Ai 406.07 Mn 406.07 Mn 1.22 Mn -17.87 Mn

Historic Data

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DateValue
Mar 31, 2026 -17.87 Mn
Dec 31, 2025 49.25 Mn
Sep 30, 2025 -18.65 Mn
Jun 30, 2025 -23.01 Mn
Mar 31, 2025 -23.27 Mn
Dec 31, 2024 -29.13 Mn
Sep 30, 2024 -34.22 Mn
Jun 30, 2024 -24.63 Mn
Mar 31, 2024 -21.27 Mn
Dec 31, 2023 -17.92 Mn
Sep 30, 2023 -19.36 Mn
Jun 30, 2023 -19.27 Mn
Mar 31, 2023 -21.61 Mn
Dec 31, 2022 -19.59 Mn
Sep 30, 2022 -21.73 Mn
Jun 30, 2022 -19.06 Mn
Mar 31, 2022 -19.20 Mn
Dec 31, 2021 -10.17 Mn
Sep 30, 2021 -10.69 Mn
Jun 30, 2021 -6.56 Mn
Mar 31, 2021 -4.44 Mn