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SLDP $2.42 +1.26%
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SLDP · Solid Power, Inc.

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$2.42 +0.03 (+1.26%) At close · Aug 14
Market Cap
$536.23M
Shares
228.18M
All earnings calls

Earnings call · FY2026 Q2

Solid Power, Inc. Second Quarter 2026 Earnings Conference Call

Solid Power, Inc. Second Quarter 2026 Earnings Conference Call

Concluded Aug 4, 2026 Audio replay
Aug 4, 2026 5:20 9 turns
Period
FY2026 Q2
Runtime
5:20
Sources
4 artifacts

Executive readout · one minute

What matters this quarter

Solid Power (SLDP) reported Q2 2026 results, emphasizing ongoing cell design work with customers, a structural long-term cost advantage from its wet process, and a notable uptick in interest from domestic humanoid robotics, defense, and aerospace customers for its all-solid-state battery technology.

Cell Design and Material Performance 8 Long-Term Cost Roadmap and Structural Advantage 6 Domestic Customer Development and Regionalization 5 All-Solid-State Battery Demand 4 Joint Venture / Korea Partnerships 2 Defense and Aerospace Interest 1

Management tone

Positive

Net tone +18 · moderate hedging

Grounding quotes
  • “we're still in the early stages of cell design”
  • “We intend to be the cost leader as we go through our commercialization phase and on up into ramp”
  • “we definitely have seen an uptick in humanoids since we last reported”

Research coverage

4 live sources

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Revenue -$268,000 -103.6% YoY
Diluted EPS -$0.11
Net income -$23.82M

Research materials

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Key takeaways

What improved, and what deserves a closer read.

Constructive signals

  • Growing interest from U.S. humanoid robotics leaders in all-solid-state batteries due to energy density, safety, and charge rate advantages
  • New interest from defense and aerospace markets in the past quarter
  • Belief in a structural long-term cost advantage versus dry processes, benchmarked against equivalent capacity in Korea JV work
  • Heavy focus on lot-to-lot consistency and customer-specific specifications (e.g., particle size) to win customer qualifications

Risks & pressure points

  • Company remains in early stages of cell design as customers evolve chemistries, binders, and solvents
  • No domestic U.S. cell manufacturing at scale currently exists for these applications, leaving commercial timing uncertain
  • Partnerships are non-exclusive, creating risk in securing and managing customer relationships
  • Risks highlighted around ongoing R&D stage status, history of financial losses, and expected continued losses for the foreseeable future
Full-screen source Call document