Amprius Technologies, Inc. · NYSE:AMPX

Amprius Technologies — Q2 2026 Earnings Presentation

18 slides from Amprius Technologies's earnings presentation, Aug 5, 2026

  1. Slide 1: Q2 2026 Financial Results

    August 5, 2026 Q2 2 0 2 6 F INA NCIAL R E S ULT S 1

  2. Slide 2: Disclaimer on Forward Looking Statements

    Disclaimer on Forward Looking Statements This presentation and any related discussion contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 that involve risks and uncertainties that could cause actual results to be materially different from

  3. Slide 3: Q2 2026 and Recent Highlights

    Q2 2026 and Recent Highlights Amprius continues to drive revenue growth with our capital efficient strategy and strong customer demand. Commercial Updates Quarterly Revenue and Gross Margin Trajectory1 $ in Millions +19% Gross Margin Revenue +13% Stark Future PO $24M Order from +18% Redwire Stalker

  4. Slide 4: Revenue Growth: Pack Partners and Design Wins

    Revenue Growth: Pack Partners and Design Wins Over the past 12 months, we’ve established a go-to-market path that is delivering accelerating revenue growth. Go to Market Paths That Drive Efficient Paths to Demand… That Translates into Growth Flywheel Pack Partners Via Pack Partner Direct to OEM Pack

  5. Slide 5: Capacity Expansion: Korea and the U.S.

    Capacity Expansion: Korea and the U.S. A capital efficient contract manufacturing model delivers >2 GWh of worldwide capacity that will grow and be compliant. 2024 May 2025 Sep 2025 Dec 2025 Jan 2026 End of 2026 2027 SiCore launch – Added South First NDAA cells Korea Battery Nanotech Energy – DIU-fu

  6. Slide 6: Q2 and LTM Financial Highlights

    Q2 and LTM Financial Highlights Delivered record revenues again during the quarter. Gross margin of 27% in line with expectations. Revenue Net Loss Adj. EBITDA $34.0M ($5.1M) ($3.2M) ($1.0M) +126% YoY 20% narrower YoY without $1.9M adjustment (3%) margin 50% narrower YoY Q2 2025: $15.1M | LTM: $109.

  7. Slide 7: Raising 2026 Guidance

    Raising 2026 Guidance H1 performance and clearer H2 demand visibility enables raised baseline performance as we invest in long-term growth. Recent Guidance History TODAY - August 2026 | Q2 call RAISING AGAIN May 2026 | Q1 call March 2026 RAISED Revenue outlook to at least $140M and gross Initial 202

  8. Slide 8: Strategy and Value Drivers

    Strategy and Value Drivers Amprius is on a path of continued momentum to develop the full potential of its business model and create more value. Developing Capabilities to Create More Value GROUNDED ON HIGHER PERFORMANCE 2.3X revenue growth YoY and gross margin progression to 28% Lead in space, ligh

  9. Slide 9: Appendix

    A P P E ND IX 9 Amprius Technologies | Q2 2026 Financial Results Call | August 5, 2026

  10. Slide 10: Surveillance Drone Market Segments

    Surveillance Drone Market Segments Amprius content scales with pack size — endurance-limited ISR platforms are the highest-value opportunity. Avg. Takeoff Duty Cycle / Battery Pack Potential Cell Drone Class Max Range Representative Platforms Weight Endurance Size Content 20–30 min per flight 15–40

  11. Slide 11: Attack and Counter-Attack Drone Segments

    Attack and Counter-Attack Drone Segments Strike and interceptor platforms are power-limited — and consume a battery pack for every mission. Avg. Takeoff Duty Cycle / Battery Pack Potential Cell Platform Class Max Range Representative Platforms Weight Endurance Size Content ~$150–400 10–20 min short

  12. Slide 12: Winning Through Clearly Demonstrated Performance

    Winning Through Clearly Demonstrated Performance Amprius’ silicon anode platform enables higher energy density without compromising other important requirements. Delivering 2X the energy per unit of weight or space and faster … in a tunable platform that delivers an charge rates, without compromisin

  13. Slide 13: Diverse and Fast-Growing End Markets

    Diverse and Fast-Growing End Markets Various fast-growing markets demand high energy density and offer us the opportunity to increase our share withing them. Why Energy Target End Markets Duty Cycle Requirements Global Li-ion Cell Market Sizing ($B) Density Matters Payload & Loiter Time: Shifting fr

  14. Slide 14: System Capabilities, Speed, and Flexibility Define Us

    System Capabilities, Speed, and Flexibility Define Us Full system development and flexibility position Amprius to capture demand by providing the right cell for the application. Design and development capabilities at the cell level… … enable us to quickly deliver the right cell in the right form fac

  15. Slide 15: Our Cell Roadmap Will Extend Our Lead

    Our Cell Roadmap Will Extend Our Lead Amprius is planning energy density improvements that will provide more power, higher density and cycle life. Target Roadmap Cell Energy Density - (Wh/kg) Target Applications and Duty Cycles 600 High Energy Cells Ultra High Energy 550 High Energy Cell Where long

  16. Slide 16: Long-Term Targets

    Long-Term Targets Driving capacity, growth and margins with capital efficiency and a low fixed-cost structure From $73M in 2025 to $600M+ of capacity by 2030 — at >30% gross margin and >20% Adj. EBITDA margin Countries of supply United States South Korea China United States South Korea China United

  17. Slide 17: NDAA Compliance – What Does it Mean?

    NDAA Compliance – What Does it Mean? Federal law is locking non ally made cells and materials out of the U.S. defense supply WHAT NDAA COM PL I ANC E M E ANS THE MANDATE WHO'S RESTRICTED MATERIALS & CONTENT Section 154 of the FY2024 NDAA Six firms supplying most of the world's Ban is entity-based, n

  18. Slide 18: GAAP to Non-GAAP Reconciliation

    GAAP to Non-GAAP Reconciliation 18 Amprius Technologies | Q2 2026 Financial Results Call | August 5, 2026

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