# SES AI Corp: overview SES · NYSE · CIK 1819142 · [Technology](/sectors/technology.md) · fiscal year ends Dec 31 Pages: [Overview](/companies/ses.md) · [Financials](/companies/ses/financials.md) · [Filings](/companies/ses/filings.md) · [Insiders](/companies/ses/insiders.md) Latest reported revenue: [$5.1m](/filings/0001819142-26-000045.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 11, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001819142-26-000045). ## Last eight quarters | Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) | | --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | not reported | not reported | [5.8](/filings/0001819142-26-000026.md) | [3.5](/filings/0001819142-26-000045.md) | [7.1](/filings/0001819142-25-000070.md) | [4.6 d](/filings/0001819142-26-000010.md) | [6.7](/filings/0001819142-26-000026.md) | [5.1](/filings/0001819142-26-000045.md) | | Gross margin | % | not reported | not reported | [78.7%](/filings/0001819142-26-000026.md) | [73.7%](/filings/0001819142-26-000045.md) | [51.1%](/filings/0001819142-25-000070.md) | [11.3% d](/filings/0001819142-26-000010.md) | [18.1%](/filings/0001819142-26-000026.md) | [22.6%](/filings/0001819142-26-000045.md) | | Operating margin | % | not reported | not reported | [(401.7%)](/filings/0001819142-26-000026.md) | [(652.3%)](/filings/0001819142-26-000045.md) | [(262.0%)](/filings/0001819142-25-000070.md) | [(387.7%) d](/filings/0001819142-26-000010.md) | [(266.3%)](/filings/0001819142-26-000026.md) | [(378.5%)](/filings/0001819142-26-000045.md) | | Net margin | % | not reported | not reported | [(214.6%)](/filings/0001819142-26-000026.md) | [(642.2%)](/filings/0001819142-26-000045.md) | [(293.9%)](/filings/0001819142-25-000070.md) | [(373.5%) d](/filings/0001819142-26-000010.md) | [(180.3%)](/filings/0001819142-26-000026.md) | [(353.0%)](/filings/0001819142-26-000045.md) | | Diluted EPS | $ per share | [(0.09)](/filings/0001819142-25-000070.md) | not reported | [(0.04)](/filings/0001819142-26-000026.md) | [(0.07)](/filings/0001819142-26-000045.md) | [(0.06)](/filings/0001819142-25-000070.md) | not reported | [(0.04)](/filings/0001819142-26-000026.md) | [(0.05)](/filings/0001819142-26-000045.md) | | Free cash flow | $m | [(24.2) d](/filings/0001819142-25-000070.md) | [(12.5) d](/filings/0001819142-26-000010.md) | [(23.7)](/filings/0001819142-26-000026.md) | [(11.6) d](/filings/0001819142-26-000045.md) | [(14.7) d](/filings/0001819142-25-000070.md) | [(11.1) d](/filings/0001819142-26-000010.md) | [(20.1)](/filings/0001819142-26-000026.md) | [(14.5) d](/filings/0001819142-26-000045.md) | - Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure. ## Last five fiscal years | Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) | | --- | --- | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | not reported | not reported | not reported | [2.0](/filings/0001819142-26-000010.md) | [21.0](/filings/0001819142-26-000010.md) | | Gross margin | % | not reported | not reported | not reported | [63.1%](/filings/0001819142-26-000010.md) | [53.8%](/filings/0001819142-26-000010.md) | | Operating margin | % | not reported | not reported | not reported | [(5355.3%)](/filings/0001819142-26-000010.md) | [(393.4%)](/filings/0001819142-26-000010.md) | | Net margin | % | not reported | not reported | not reported | [(4911.0%)](/filings/0001819142-26-000010.md) | [(347.8%)](/filings/0001819142-26-000010.md) | | Diluted EPS | $ per share | [(0.51)](/filings/0001819142-24-000014.md) | [(0.18)](/filings/0001819142-24-000014.md) | [(0.17)](/filings/0001819142-25-000017.md) | [(0.31)](/filings/0001819142-26-000010.md) | [(0.22)](/filings/0001819142-26-000010.md) | | Free cash flow | $m | [(38.9)](/filings/0001819142-24-000014.md) | [(61.2)](/filings/0001819142-24-000014.md) | [(72.2)](/filings/0001819142-25-000017.md) | [(78.3)](/filings/0001819142-26-000010.md) | [(61.2)](/filings/0001819142-26-000010.md) | - Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing. ## Insider purchases and sales The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/ses/insiders.md) | Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing | | --- | --- | --- | --- | ---: | ---: | ---: | --- | | 2024-11-15 | [General Motors Holdings LLC](/insiders/1497345.md) | 10% owner | Sale (S) | 13,332,000 | $0.20 | $2.7m | [Form 4](/filings/0000950170-24-128612.md) | ## Funds that report holding it From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md) | Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before | | --- | --- | ---: | ---: | --- | --- | | [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $18.2m | 18,946,396 | | Added +13,465,285 | | [Artemis Investment Management LLP](/funds/1535385.md) | 2026-06-30 | $13.7m | 133,282 | | New +133,282 | | [Invesco Ltd.](/funds/914208.md) | 2026-06-30 | $9.9m | 10,265,727 | | Added +2,368,031 | | [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $9.2m | 9,621,184 | | Added +6,582,374 | | [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $9.2m | 9,585,985 | | Added +114,877 | | [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $6.4m | 6,619,239 | | Added +3,425,485 | | [TWO SIGMA INVESTMENTS, LP](/funds/1179392.md) | 2026-06-30 | $5.5m | 5,711,123 | | Added +3,721,104 | | [Temasek Holdings (Private) Ltd](/funds/1021944.md) | 2026-06-30 | $3.0m | 3,160,712 | | Unchanged | | [General Motors Holdings LLC](/funds/1497345.md) | 2026-06-30 | $2.8m | 2,921,950 | | Unchanged | | [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](/funds/884546.md) | 2026-06-30 | $2.1m | 2,147,594 | | Added +547,826 | ## Recent filings [All 488 filings](/companies/ses/filings.md) | Filed | Accepted | Form | What it is | Accession | | --- | --- | --- | --- | --- | | 2026-10-27 | 16:30 ET | [DEF 14A](/filings/0001819142-26-000060.md) | Proxy statement, period 2026-12-10 | 0001819142-26-000060 | | 2026-08-14 | 16:10 ET | [8-K](/filings/0001819142-26-000047.md) | 3.01 Delisting notice | 0001819142-26-000047 | | 2026-08-11 | 16:15 ET | [10-Q](/filings/0001819142-26-000045.md) | Quarterly report, period 2026-06-30 | 0001819142-26-000045 | | 2026-08-11 | 16:10 ET | [8-K](/filings/0001819142-26-000044.md) | 2.02 Results of operations; 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001819142-26-000044 | | 2026-07-20 | 09:26 ET | [8-K](/filings/0001819142-26-000038.md) | 3.01 Delisting notice; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001819142-26-000038 | | 2026-04-30 | 16:11 ET | [10-K/A](/filings/0001819142-26-000033.md) | Annual report, amended, period 2025-12-31 | 0001819142-26-000033 | | 2026-04-24 | 16:23 ET | [10-Q](/filings/0001819142-26-000026.md) | Quarterly report, period 2026-03-31 | 0001819142-26-000026 | | 2026-04-23 | 16:20 ET | [8-K](/filings/0001819142-26-000019.md) | 2.02 Results of operations; 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001819142-26-000019 | | 2026-04-01 | 07:00 ET | [8-K](/filings/0001819142-26-000015.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001819142-26-000015 | | 2026-03-04 | 17:16 ET | [10-K](/filings/0001819142-26-000010.md) | Annual report, period 2025-12-31 | 0001819142-26-000010 | ## Latest annual report [Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001819142-26-000010.md), filed Mar 4, 2026. ## Forecast league Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/cff372b0-cb86-4256-80e1-7c24019d5932) ## About the filer - CIK: 1819142 - Tickers: SES, SESCW - Exchange: NYSE - SIC code: 3690 Miscellaneous Electrical Machinery, Equipment & Supplies - State of incorporation: not reported - Filer category: Non-accelerated filer
Smaller reporting company Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 27, 2026, 16:35 ET. No prices; not investment advice.