Aeva has the kind of customer list lidar startups chase: Daimler Truck, a Top 10 European OEM, NVIDIA, Forterra, Nikon and smart-infrastructure deployments. The catch is that revenue is still $6.3 million a quarter, broad-based deliveries are not expected in 2026, and the bridge is funded by cash, convertible debt and an equity-linked facility.
References
Sources used in this report
SEC APISEC company tickers exchange dataset2026-05-14 · Ticker, issuer name, exchange and CIK confirmation.SEC APISEC submissions for Aeva Technologies2026-05-14 · Filing history, fiscal year end, SIC and recent filing sequence.SEC XBRL APISEC companyfacts for Aeva Technologies2026-05-14 · Tagged public-company data availability and financial-data cross-checks.Annual filingAeva Technologies 2025 Form 10-K2026-03-20 · Business description, products, customer concentration, 2025 financials, liquidity, risks, convertible notes, Sylebra facility and controls.Quarterly filingAeva Technologies Q1 2026 Form 10-Q2026-05-08 · Q1 financials, liquidity, cash flow, convertible notes, stockholders' deficit, controls and trading-plan disclosure.DEF 14AAeva Technologies 2026 proxy statement2026-04-29 · Board structure, director nominees, annual meeting proposals and founder leadership.Earnings releaseAeva FY2025 results release2026-02-26 · FY2025 revenue, losses, liquidity, 2026 outlook, Top 10 OEM, Daimler Truck, NVIDIA, Forterra and product milestones.Earnings releaseAeva Q1 2026 results release2026-05-06 · Q1 revenue, operating loss, liquidity, Daimler Truck sensors, Atlas Ultra integration, NVIDIA, Forterra, CityOS and Nikon milestones.Press releaseTop European OEM production contract release2025-12-03 · Exclusive Tier-1 supplier status outside China, Level 3 program, 2028 target start of production and mid-2030s program duration.Form 8-KApollo convertible notes Form 8-K2025-11-06 · $100.0 million 4.375% convertible senior notes due 2032 and indenture evidence.Earnings releaseAeva Q3 2025 results release2025-11-05 · Apollo financing context, Daimler Truck C-sample timing, Top 10 OEM negotiation status and Eve 1V milestone.Earnings releaseAeva Day and Q2 2025 results release2025-07-31 · LG Innotek collaboration, Bendix collaboration and strategic roadmap context.Earnings releaseAeva Q1 2025 results release2025-05-14 · Eve 1D, SICK and LMI initial orders, LG investment collaboration and Sensys Gatso Australia infrastructure traction.Competitor annual filingOuster 2025 Form 10-K2026-03-18 · Official lidar peer context for market adoption, product competition, manufacturing and operating-loss risks.Competitor annual filingInnoviz Technologies 2025 Form 20-F2026-03-12 · Official lidar peer context for automotive qualification cycles, concentration and adoption risk.Competitor annual filingMobileye Global 2025 Form 10-K2026-02-13 · Official ADAS and autonomy platform context for OEM adoption and perception-system competition.Competitor annual filingHesai Group 2025 Form 20-F2026-04-24 · Official lidar peer context for volume, pricing, manufacturing scale and global competition.Competitor annual filingAEye 2025 Form 10-K2026-03-26 · Official lidar peer context for commercialization, cash runway and industry adoption risk.