Solid Power Reports Third Quarter 2026 Results
Q3 revenue and grant income $1.2M, net loss $24.4M or $0.11/sh; 2026 cash investment guidance cut to $75M-$85M from $85M-$100M.
What this release says
Solid Power reported a third quarter 2026 net loss of $24.4 million, or $0.11 per share, on revenue and grant income of $1.2 million. The company is still building its MOBIUS electrolyte line, with full commissioning expected by year-end 2026, and it cut its 2026 cash investment guidance to $75 million to $85 million. For a shareholder, the company remains pre-revenue at scale and depends on its cash reserves and future partnerships.
Key figures
- Q3 2026 net loss
- $24.4 million
- Net loss per share
- $0.11
- Q3 2026 revenue and grant income
- $1.2 million
- Q3 2026 operating expenses
- $31.1 million
- Total liquidity at September 30, 2026
- $397.6 million
- Revised 2026 cash investment guidance
- $75 million to $85 million
Positive for shareholders
- Total liquidity of $397.6 million and no debt as of September 30, 2026.
- MOBIUS line will add 45 metric tons of annual capacity, bringing the total to 75 metric tons.
- Electrolyte material was provided to Samsung SDI and SK On in the third quarter.
- Cash investment guidance was lowered to $75 million to $85 million from $85 million to $100 million.
Negative for shareholders
- Operating expenses rose to $31.1 million from $30.0 million in the prior quarter, driven by strategic consulting fees.
- Share count rose to 228,276,970 from 201,181,175 since December 31, 2025, which dilutes existing holders.
- Quarterly revenue and grant income of $1.2 million is small relative to the $29.8 million operating loss.
- The Korean joint venture is still under discussion and not yet agreed.
Written by Quantisnow AI from this release. Not financial advice.
Key terms
- Electrolyte:
- The material that carries electric charge between the two sides of a battery, which Solid Power is developing for its solid-state batteries.
- Solid-state battery:
- A battery that uses a solid rather than liquid electrolyte, which the company says can improve safety and energy density.
- Commissioning:
- The stage where a newly built production line is tested and brought up to working condition before full operation.
- Cash investments:
- Spending on long-term assets and projects, such as building production equipment, rather than day-to-day operating costs.
FAQ
How much did Solid Power lose in the third quarter of 2026?
Solid Power reported a net loss of $24.4 million, or $0.11 per share, for the third quarter of 2026. Its operating loss was $29.8 million.
Has Solid Power lowered its spending outlook for 2026?
Yes, management reduced its expected 2026 cash investment guidance to $75 million to $85 million from $85 million to $100 million. It said the change reflects a focus on optimizing expenses.
When will Solid Power's MOBIUS production line be fully running?
Full commissioning of the MOBIUS continuous electrolyte production line is expected by year-end 2026.
Historical context for SLDP
Across the 16 sessions after earlier SLDP headlines, the stock closed higher 8 times and lower 8 times, with a median move of 4.2% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | SLDP | SPY |
|---|---|---|---|
| Oct 26, 2026 | Solid Power Announces Significant Advancement in Commercial Pathway, Commissioning MOBIUS™ Continuous Electrolyte Manufacturing Line | +0.5% | +0.7% |
| Oct 21, 2026 | Solid Power, Inc. Announces Timing of Third Quarter 2026 Earnings Release and Conference Call | +3.0% | +0.5% |
| Aug 5, 2026 | Solid Power Reports Second Quarter 2026 Results | -7.0% | -0.2% |
| Jul 22, 2026 | Solid Power, Inc. Announces Timing of Second Quarter 2026 Earnings Release and Conference Call | -1.3% | -0.1% |
| Jul 2, 2026 | Solid Power Appoints Uwe Breitweg to Board of Directors, Adding Deep Automotive and Battery Strategy Expertise | -2.7% | -0.1% |
| Jun 10, 2026 | Alliance Global Partners initiated coverage on Solid Power with a new price target | -1.1% | -1.6% |
Keep researching SLDP
- SLDP earnings historyPast Solid Power Inc. earnings releases, newest first.
- What is Earnings per share?A company's net income available to common shareholders divided by its weighted average shares outstanding, reported as basic and diluted figures.
- How to read an earnings reportAn earnings report is a company's quarterly results release, usually filed under 8-K Item 2.02. Learn how to read revenue, EPS, margins, guidance and the 10-Q.
- Earnings calendarWho reports this week, and the results as they come out.
- SLDP financial statementsRevenue, profit, cash flow and balance sheet from Solid Power Inc.'s SEC filings.
- SLDP insider tradesEvery buy and sale reported by Solid Power Inc. officers, directors and large holders.
- Market cap
- 30-day
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- Industrial Machinery/Components
- Listed since
- 2021
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