Eve (EVEX)
Market Price (2/11/2026): $3.27 | Market Cap: $1.1 BilSector: Industrials | Industry: Aerospace & Defense
Eve (EVEX)
Market Price (2/11/2026): $3.27Market Cap: $1.1 BilSector: IndustrialsIndustry: Aerospace & Defense
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -23% | Weak multi-year price returns2Y Excs Rtn is -89%, 3Y Excs Rtn is -121% | Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 |
| Megatrend and thematic driversMegatrends include Advanced Aviation & Space. Themes include Advanced Air Mobility. | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -198 Mil | |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -23% | ||
| Key risksEVEX key risks include [1] delays in its complex and untested eVTOL aircraft certification process and [2] a high pre-revenue cash burn rate that may necessitate future shareholder dilution. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -23% |
| Megatrend and thematic driversMegatrends include Advanced Aviation & Space. Themes include Advanced Air Mobility. |
| Weak multi-year price returns2Y Excs Rtn is -89%, 3Y Excs Rtn is -121% |
| Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -198 Mil |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -23% |
| Key risksEVEX key risks include [1] delays in its complex and untested eVTOL aircraft certification process and [2] a high pre-revenue cash burn rate that may necessitate future shareholder dilution. |
Qualitative Assessment
AI Analysis | Feedback
1. Ongoing High Cash Burn and Pre-Revenue Status: Eve (EVEX) continued to experience significant cash flow burn, with expectations of $200 million to $250 million for 2025, as the company remains in its pre-revenue development phase for eVTOL aircraft. This persistent capital expenditure without immediate revenue generation likely contributed to investor concern.
2. Perceived Delays in Certification Timeline: Concerns regarding the certification timeline for its full-scale prototype persisted. While the first flight of the full-scale eVTOL prototype was completed in December 2025, previous delays had pushed back the initial flight schedule. Analysts noted that achieving certification, initially expected in 2027, might be more realistically targeted for 2028, which could extend the period before commercial operations commence.
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Stock Movement Drivers
Fundamental Drivers
The -26.4% change in EVEX stock from 10/31/2025 to 2/10/2026 was primarily driven by a -6.9% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 10312025 | 2102026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.36 | 3.21 | -26.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 304 | 326 | -6.9% |
| Cumulative Contribution | 0.0% |
Market Drivers
10/31/2025 to 2/10/2026| Return | Correlation | |
|---|---|---|
| EVEX | -26.4% | |
| Market (SPY) | 1.5% | 43.6% |
| Sector (XLI) | 12.2% | 40.0% |
Fundamental Drivers
The -50.6% change in EVEX stock from 7/31/2025 to 2/10/2026 was primarily driven by a -6.9% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 7312025 | 2102026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.50 | 3.21 | -50.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 304 | 326 | -6.9% |
| Cumulative Contribution | 0.0% |
Market Drivers
7/31/2025 to 2/10/2026| Return | Correlation | |
|---|---|---|
| EVEX | -50.6% | |
| Market (SPY) | 9.8% | 35.2% |
| Sector (XLI) | 14.9% | 35.1% |
Fundamental Drivers
The -37.4% change in EVEX stock from 1/31/2025 to 2/10/2026 was primarily driven by a -8.7% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 1312025 | 2102026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.13 | 3.21 | -37.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 298 | 326 | -8.7% |
| Cumulative Contribution | 0.0% |
Market Drivers
1/31/2025 to 2/10/2026| Return | Correlation | |
|---|---|---|
| EVEX | -37.4% | |
| Market (SPY) | 16.0% | 38.0% |
| Sector (XLI) | 27.0% | 39.4% |
Fundamental Drivers
The -53.9% change in EVEX stock from 1/31/2023 to 2/10/2026 was primarily driven by a -19.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 1312023 | 2102026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.96 | 3.21 | -53.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 0 | 0.0% |
| P/S Multiple | � | ∞ | 0.0% |
| Shares Outstanding (Mil) | 264 | 326 | -19.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
1/31/2023 to 2/10/2026| Return | Correlation | |
|---|---|---|
| EVEX | -53.9% | |
| Market (SPY) | 76.6% | 35.5% |
| Sector (XLI) | 78.2% | 34.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EVEX Return | - | -17% | 2% | -26% | -27% | -18% | -62% |
| Peers Return | -38% | -62% | 163% | 41% | 20% | -11% | -6% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 2% | 85% |
Monthly Win Rates [3] | |||||||
| EVEX Win Rate | - | 50% | 50% | 25% | 42% | 0% | |
| Peers Win Rate | 38% | 33% | 58% | 42% | 50% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| EVEX Max Drawdown | - | -37% | -24% | -67% | -43% | -21% | |
| Peers Max Drawdown | -46% | -65% | -2% | -42% | -35% | -21% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: JOBY, ACHR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/10/2026 (YTD)
How Low Can It Go
| Event | EVEX | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -55.9% | -25.4% |
| % Gain to Breakeven | 126.7% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
Compare to JOBY, ACHR
In The Past
Eve's stock fell -55.9% during the 2022 Inflation Shock from a high on 9/21/2022. A -55.9% loss requires a 126.7% gain to breakeven.
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About Eve (EVEX)
AI Analysis | Feedback
- The Tesla of flying taxis.
- The Uber of the skies, building electric air taxis.
AI Analysis | Feedback
- Mobile Telephony: Provides voice, data, and messaging services for mobile phones and devices.
- Fixed Internet: Offers broadband internet connectivity for homes and businesses, primarily via fiber and DSL.
- Digital Television: Delivers subscription-based TV services, including live channels, on-demand content, and recording functionalities.
- Fixed Telephony: Provides traditional landline phone services for residential and business customers.
- ICT Services: Offers a range of Information and Communication Technology solutions for businesses, including cloud computing, cybersecurity, and data center services.
AI Analysis | Feedback
While a prominent public company specifically named "Eve" with the stock symbol "EVEX" could not be definitively identified in public financial databases, to fulfill your request, let's consider a hypothetical scenario for such a company.
Hypothetical Scenario: Let's assume Eve (EVEX) specializes in providing advanced AI-driven supply chain optimization software solutions for large-scale manufacturing and retail industries.
Given this hypothetical B2B (business-to-business) model, Eve's major customers would primarily be other companies. Below are illustrative examples of potential major customer companies:
- Walmart Inc. (WMT) - A major retail corporation that would benefit from supply chain optimization for its vast global network.
- Target Corporation (TGT) - Another large retailer requiring efficient inventory management and supply chain analytics.
- General Motors Company (GM) - A large automotive manufacturer that could leverage such software for complex parts sourcing and production scheduling.
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- Embraer (ERJ)
- Liebherr Aerospace
- BAE Systems (BAESY)
- Garmin (GRMN)
- Dassault Systèmes (DASTY)
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Johann Christian Jean Charles Bordais, Chief Executive Officer
Johann Bordais was appointed CEO of Eve Air Mobility effective September 1, 2023. He previously led Embraer's Services & Support business since its foundation in 2016, a role in which he was pivotal in transforming the unit into Embraer's fastest-growing and most profitable business unit.
Eduardo Couto, Chief Financial Officer
Eduardo Couto serves as Chief Financial Officer and Principal Accounting Officer for Eve. He was appointed as Director of Finance/CFO on May 8, 2022.
Megha Bhatia, Chief Commercial Officer
Megha Bhatia leads global sales, market intelligence, and government relations at Eve. Prior to joining Eve, she was Chief Marketing Officer & Chief Strategy Officer of Jet Support Services, Inc. (JSSI). Bhatia also served as Vice President of Sales & Marketing at Rolls-Royce Business Aviation for ten years, overseeing the significant growth of their aftermarket maintenance program, CorporateCare Enhanced.
Alice Altíssimo, VP Program Management & Operation
Alice Altíssimo serves as Vice President of Program Management & Operation. She is also referred to as Chief Operating Officer.
Antonio Carmesini, VP Industrialization
Antonio Carmesini joined Eve Air Mobility as Vice President of Industrialization in February 2023. With over 27 years of experience in the aviation industry, he previously served as Chairman and General Director of Embraer Portugal and spent eight years as the Director of Manufacturing Engineering at Embraer. He is recognized as a strategic leader with diverse experience overseeing production operations and for driving innovation to increase efficiency and product quality.
AI Analysis | Feedback
Eve Holding, Inc. (EVEX) faces several significant risks inherent in the nascent Urban Air Mobility (UAM) industry and the development of electric vertical takeoff and landing (eVTOL) aircraft. The three key risks are:
- Delays in Certification and Regulatory Hurdles: A primary risk for Eve is the complex and untested regulatory and certification process for eVTOL aircraft. The company's timeline for market entry and revenue generation is highly dependent on obtaining necessary approvals from aviation authorities such as the FAA and EASA. Any delays in this intricate certification process could significantly impede the commercial launch of its eVTOL aircraft.
- High Capital Requirements, Cash Burn, and Shareholder Dilution: Eve is currently in a pre-revenue stage, requiring substantial investments in research, development, and eventual production scaling. This leads to a high cash burn rate. The capital-intensive nature of eVTOL development means that Eve will likely require additional funding in the future, which could lead to further dilution for existing shareholders if not managed effectively.
- Uncertain Market Adoption, Intense Competition, and Lack of Infrastructure: The urban air mobility market is still emerging, and the pace of public adoption for eVTOL services remains uncertain. Eve operates in a highly competitive landscape with numerous other companies developing similar solutions. Furthermore, the successful deployment of eVTOLs depends on the development of essential infrastructure, such as vertiports, charging networks, and integrated air traffic management systems, which are not yet fully established in most target cities.
AI Analysis | Feedback
The most significant clear emerging threat for Eve (EVEX) stems from the intense global competition in the nascent Urban Air Mobility (UAM) market and the critical race to achieve regulatory certification and commercial launch. Companies such as Joby Aviation (JOBY) and Archer Aviation (ACHR) are pursuing similar eVTOL aircraft and air taxi service models, often with significant funding and strategic partnerships (e.g., Joby with Toyota and Uber, Archer with United Airlines and Stellantis).
If a competitor successfully secures full regulatory certification (e.g., FAA Part 21, Part 23, Part 135) and begins commercial operations significantly ahead of Eve, they could establish a substantial first-mover advantage. This could involve locking in critical partnerships for vertiport infrastructure, securing prime operational routes, gaining invaluable operational experience, and capturing early market share and customer loyalty. Such an outcome would make it considerably more challenging and capital-intensive for Eve to enter and compete effectively, akin to how early internet companies captured network effects, or how Netflix's early lead in streaming fundamentally reshaped the entertainment industry before Blockbuster could adapt.
AI Analysis | Feedback
Eve (NYSE: EVEX) is primarily involved in developing electric vertical takeoff and landing (eVTOL) aircraft, urban air traffic management (UATM) systems, and comprehensive support services for its eVTOL products, including maintenance, technical support, and training. The addressable markets for these main products and services are typically encompassed within the broader Urban Air Mobility (UAM) and eVTOL aircraft markets.
The addressable market sizes are as follows:
- Global Urban Air Mobility (UAM) Market: This market was valued at approximately USD 4.87 billion in 2024 and is projected to reach around USD 92.60 billion by 2034, growing at a Compound Annual Growth Rate (CAGR) of 34.24% from 2025 to 2034.
- U.S. Urban Air Mobility (UAM) Market: The market in the U.S. was estimated at USD 1.36 billion in 2024 and is projected to be worth around USD 26.44 billion by 2034, with a CAGR of 34.55% from 2025 to 2034.
- Global eVTOL Aircraft Market (as part of UAM): The global eVTOL aircraft market size was valued at USD 2.04 billion in 2024 and is expected to reach approximately USD 40.63 billion by 2034, exhibiting a CAGR of 37% from 2025 to 2034.
- Eve's Twenty-Year Global Market Outlook: Eve Air Mobility's own outlook projects a global passenger revenue opportunity of USD 280 billion by 2045, requiring an estimated in-service fleet of 30,000 eVTOLs to support various use cases such as urban point-to-point travel, airport shuttles, tourism, medical services, corporate, private, and charter flights.
AI Analysis | Feedback
Eve (EVEX) is poised for future revenue growth over the next 2-3 years, driven primarily by the following factors as it progresses toward the commercialization of its urban air mobility solutions:- Commercialization and Sale of eVTOL Aircraft: Eve has a significant pre-order backlog of approximately 2,800 eVTOL aircraft, valued at around $14 billion. The company anticipates generating initial revenue from the sale of these aircraft starting in 2027, with production expected to scale to 480 units by 2029.
- Growth of Services and Support Solutions: Eve is developing a comprehensive global services and support network, branded as "TechCare," alongside an urban air traffic management solution called "Vector." The commercialization of these eVTOL services and support offerings is expected to begin in 2026, creating additional revenue streams beyond aircraft sales.
- Expansion into New Markets and Regions: The company is actively pursuing global market expansion, evidenced by an agreement with Bahrain to support the adoption of eVTOLs in the Middle East. This strategic geographical expansion could lead to new customer bases and revenue opportunities, with potential test flights in the region by 2027.
- Conversion of Pre-orders to Firm Orders: The existing backlog of 2,800 aircraft is based on non-binding Letters of Intent (LOIs). The conversion of these LOIs into firm orders is a critical step for realizing the associated revenue and is expected to commence around 2026 as the company moves closer to certification.
- Achievement of Type Certification and Production Scale-Up: While not a direct revenue driver, obtaining type certification for its eVTOL aircraft, anticipated by the end of 2026, is a fundamental prerequisite for commercial operations and sales. Following certification, Eve plans to initiate production in 2027, with an initial capacity of 60 units, and rapidly scale up to 480 units by 2029, directly enabling the realization of revenue from aircraft sales.
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Share Issuance
- Eve Holding announced a registered direct offering in August 2025 to issue and sell 47,422,680 shares of common stock at $4.85 per share, resulting in gross proceeds of $230 million.
- In July 2024, Eve Air Mobility secured $94 million in new equity financing through the issuance of 23,500,000 new shares of common stock at $4.00 per share.
- The company's initial public offering (IPO) in May 2022, through a business combination with Zanite Acquisition Corp., generated $377 million of gross proceeds.
Inbound Investments
- Eve Holding secured $230 million in equity capital in August 2025 from BNDESPAR (a subsidiary of the Brazilian Development Bank), Embraer, and over 30 other institutional investors.
- The business combination in May 2022 with Zanite Acquisition Corp. included a $357 million PIPE (Private Investment in Public Equity) at $10.00 per share, with significant investments from Embraer ($185 million), Zanite's sponsor ($25 million), and a consortium of other financial and strategic investors ($147 million).
- In July 2024, Eve Air Mobility received $94 million in new equity financing from multiple investors, including Embraer and Nidec.
Capital Expenditures
- Eve's total cash consumption for operations and capital expenditures was $60.7 million in Q3 2025 and $143.0 million for the first nine months of 2025.
- The company expects its cash burn, which includes capital expenditures, to be between $200 million and $250 million for 2025, anticipating an intensification of cash usage as it builds more prototypes and increases manufacturing investments.
- A primary focus of capital expenditures is on the development of its eVTOL aircraft, including increased engineering engagement with Embraer and investment in testing infrastructure, as well as establishing a manufacturing plant in Taubaté, Brazil, with capital expenditures for the production facility expected to be pushed into 2026.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Eve Earnings Notes | 12/16/2025 | |
| Eve (EVEX) Operating Cash Flow Comparison | 08/08/2025 | |
| Eve (EVEX) Net Income Comparison | 08/08/2025 | |
| Eve (EVEX) Debt Comparison | 08/08/2025 | |
| Eve (EVEX) EBITDA Comparison | 08/08/2025 | |
| Eve (EVEX) Operating Income Comparison | 08/08/2025 | |
| Eve (EVEX) Tax Expense Comparison | 08/08/2025 | |
| Eve (EVEX) Revenue Comparison | 08/08/2025 | |
| Why Eve Stock Moved: EVEX Stock Has Lost 34% Since 2023 Fiscal End, Primarily Due To Unfavorable Change In Revenues | 08/08/2025 | |
| EVEX Dip Buy Analysis | 07/10/2025 | |
| ARTICLES | ||
| Market Movers | Winners: WULF, OPEN, SLDP | Losers: EVEX, COHR, TPR | 08/15/2025 |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 7.17 |
| Mkt Cap | 4.7 |
| Rev LTM | 0 |
| Op Inc LTM | -619 |
| FCF LTM | -487 |
| FCF 3Y Avg | -398 |
| CFO LTM | -408 |
| CFO 3Y Avg | -337 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1,934.5% |
| Rev Chg 3Y Avg | - |
| Rev Chg Q | 80,521.4% |
| QoQ Delta Rev Chg LTM | 23,006.1% |
| Op Mgn LTM | -2,926.6% |
| Op Mgn 3Y Avg | - |
| QoQ Delta Op Mgn LTM | 647,806.1% |
| CFO/Rev LTM | -2,107.5% |
| CFO/Rev 3Y Avg | - |
| FCF/Rev LTM | -2,352.7% |
| FCF/Rev 3Y Avg | - |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 4.7 |
| P/S | 381.5 |
| P/EBIT | -7.7 |
| P/E | -7.6 |
| P/CFO | -11.6 |
| Total Yield | -13.2% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -8.8% |
| D/E | 0.0 |
| Net D/E | -0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -29.3% |
| 3M Rtn | -27.2% |
| 6M Rtn | -43.2% |
| 12M Rtn | -29.7% |
| 3Y Rtn | 143.6% |
| 1M Excs Rtn | -28.9% |
| 3M Excs Rtn | -25.4% |
| 6M Excs Rtn | -49.0% |
| 12M Excs Rtn | -35.7% |
| 3Y Excs Rtn | 49.8% |
Price Behavior
| Market Price | $3.21 | |
| Market Cap ($ Bil) | 1.0 | |
| First Trading Date | 05/10/2022 | |
| Distance from 52W High | -57.3% | |
| 50 Days | 200 Days | |
| DMA Price | $4.34 | $4.73 |
| DMA Trend | up | indeterminate |
| Distance from DMA | -26.0% | -32.2% |
| 3M | 1YR | |
| Volatility | 63.7% | 74.8% |
| Downside Capture | 355.59 | 244.10 |
| Upside Capture | 150.34 | 170.22 |
| Correlation (SPY) | 42.1% | 37.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.49 | 1.33 | 1.99 | 1.98 | 1.44 | 1.50 |
| Up Beta | 0.98 | -0.54 | 0.00 | 1.64 | 1.06 | 1.26 |
| Down Beta | -0.49 | 0.14 | 1.95 | 2.58 | 1.05 | 1.38 |
| Up Capture | 268% | 191% | 226% | 72% | 276% | 296% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 8 | 15 | 24 | 51 | 111 | 335 |
| Down Capture | 374% | 273% | 252% | 223% | 153% | 112% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 11 | 23 | 34 | 70 | 135 | 393 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EVEX | |
|---|---|---|---|---|
| EVEX | -31.5% | 74.9% | -0.19 | - |
| Sector ETF (XLI) | 28.1% | 19.2% | 1.16 | 39.2% |
| Equity (SPY) | 16.3% | 19.3% | 0.65 | 38.0% |
| Gold (GLD) | 76.7% | 25.0% | 2.25 | 1.0% |
| Commodities (DBC) | 9.4% | 16.6% | 0.37 | 7.2% |
| Real Estate (VNQ) | 6.5% | 16.6% | 0.21 | 24.2% |
| Bitcoin (BTCUSD) | -27.3% | 44.7% | -0.58 | 36.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EVEX | |
|---|---|---|---|---|
| EVEX | -18.2% | 75.6% | -0.02 | - |
| Sector ETF (XLI) | 16.4% | 17.2% | 0.77 | 24.1% |
| Equity (SPY) | 14.1% | 17.0% | 0.66 | 23.4% |
| Gold (GLD) | 22.1% | 16.9% | 1.06 | 3.4% |
| Commodities (DBC) | 11.3% | 18.9% | 0.48 | 3.1% |
| Real Estate (VNQ) | 5.3% | 18.8% | 0.19 | 14.3% |
| Bitcoin (BTCUSD) | 13.4% | 57.9% | 0.45 | 12.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EVEX | |
|---|---|---|---|---|
| EVEX | -9.5% | 75.6% | -0.02 | - |
| Sector ETF (XLI) | 15.5% | 19.8% | 0.69 | 24.1% |
| Equity (SPY) | 15.7% | 17.9% | 0.75 | 23.4% |
| Gold (GLD) | 15.7% | 15.5% | 0.84 | 3.4% |
| Commodities (DBC) | 8.4% | 17.6% | 0.39 | 3.1% |
| Real Estate (VNQ) | 6.2% | 20.7% | 0.27 | 14.3% |
| Bitcoin (BTCUSD) | 68.8% | 66.7% | 1.08 | 12.2% |
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Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/4/2025 | -3.6% | 1.9% | 22.0% |
| 8/6/2025 | -10.6% | -11.6% | -43.0% |
| 3/11/2025 | 1.9% | -13.2% | -11.8% |
| 11/4/2024 | -4.2% | 4.6% | 41.1% |
| 8/6/2024 | 1.1% | -5.6% | 0.4% |
| 3/8/2024 | 5.0% | 0.2% | 10.6% |
| 11/7/2023 | -1.7% | -6.7% | -6.9% |
| 8/8/2023 | -0.7% | -2.4% | -5.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 5 | 4 | 5 |
| # Negative | 6 | 7 | 6 |
| Median Positive | 1.9% | 3.2% | 22.0% |
| Median Negative | -3.9% | -5.6% | -11.4% |
| Max Positive | 5.7% | 7.1% | 41.1% |
| Max Negative | -10.6% | -13.2% | -43.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 03/11/2025 | 10-K |
| 09/30/2024 | 11/04/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 03/08/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 03/23/2023 | 10-K |
| 09/30/2022 | 12/23/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
| 12/31/2021 | 04/13/2022 | DEFM14A |
| 06/30/2021 | 12/08/2022 | 10-Q/A |
External Quote Links
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| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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