Xos (XOS) Q4 2025 Earnings Call Transcript

What: Xos reported Q4 2025 revenue of $**15.6 million**, a **21%** increase from the same period last year.
Why: The company attributed the growth to expanding demand for its electric vehicles in the logistics and delivery sectors.
Signal: Xos' gross margin expanded to **18.5%**, up from **14.5%** in Q4 2024.
Target: The company reiterated its guidance for 2026 revenue of $**65 million**, with a focus on expanding its product offerings and geographic presence.
Risk: Xos' stock price has been volatile in recent months, with a **30%** decline in the past quarter due to market uncertainty.