Slide 1: Second Quarter 2026 Results
Second Quarter 2026 Results © 2026 Aeva, Inc.
Slide 2: Legal Disclaimer
Legal Disclaimer Forward-looking Statements This presentation contains certain forward-looking statements within the meaning of the federal securities laws. Forward-looking statements generally are identi ed by the words “believe,” “project,” “expect,” “anticipate,” “estimate,” “intend,” “strategy,”
Slide 3: Agenda
Agenda Second Quarter 2026 Highlights Business Update Second Quarter 2026 Financial Results © 2026 Aeva, Inc. 3
Slide 4: Second Quarter 2026 Highlights
Second Quarter 2026 Highlights • Bringing Aeva’s high-power • Bendix selected Aeva to develop optical source technology to its next-gen commercial vehicle next-gen AI data centers ADAS solution for L2+ • First customer agreement signed • Bendix is the market leader with to use Aeva in Near-Packaged
Slide 5: Business Update
Business Update © 2026 Aeva, Inc. 5
Slide 6: Entering Optical Connectivity Business with First Customer Signed
Entering Optical Connectivity Business with First Customer Signed Aeva’s Optical Connectivity leverages proprietary high-power optical source and silicon photonics technology for next-generation AI data centers Signed rst customer joint development agreement to use Aeva’s high-power optical source t
Slide 7: Expanding into Commercial Vehicle ADAS
Expanding into Commercial Vehicle ADAS Industry-leader Bendix using 4D LiDAR to develop its next-generation ADAS production system Signi cant volume potential with Bendix’s market-leading ADAS solution available on most NA Class 8 platforms in + the ~300k annual new truck market Highlights the growi
Slide 8: Continued Advancement across Automotive
Continued Advancement across Automotive Began shipments of Continued progress on Atlas Advanced on multiple production intent Atlas Ultra with top 10 Euro engagements for sensors to Daimler Truck built passenger OEM production additional top passenger on Aeva’s fully automated program, and NVIDIA DR
Slide 9: First Commercialization with SICK
First Commercialization with SICK SICK launched its rst industrial sensor powered by Aeva’s Eve precision technology Delivers high precision and velocity measurement + reliably across a broad range of environments that can challenge legacy triangulation solutions Part of strategic collaboration to s
Slide 10: Second Quarter 2026 Financial Results
Second Quarter 2026 Financial Results © 2026 Aeva, Inc. 10
Slide 11: Second Quarter 2026 Summary
Second Quarter 2026 Summary $6.1M ($26.0)M ($31.4)M $302.9M Non-GAAP Gross Cash Use Available Revenue Operating Loss1 (operating cash ow Liquidity3 less capex)2 © 2026 Aeva, Inc. 11 fl
Slide 12: © 2026 Aeva, Inc.
AEVA © 2026 Aeva, Inc.