Xos Inc
xostrucks.comWhat Do They Do?
Builds medium-duty electric commercial vehicles for commercial fleets, and sells mobile charging and energy storage systems and electric powertrains for fleet operators and specialty vehicle makers.
10-K for FY2025, filed Mar 30, 2026For the year ended December 31, 2025, we generated $35.8 million in revenue (or 78% of revenue) from vehicle sales, $7.2 million (or 15% of…View ↗
Xos currently manufactures Class 5 and Class 6 battery-electric commercial vehicles that travel on last-mile, back-to-base routes of up to…View ↗
The Xos Hub is the proactive, movable power source delivering high-capacity output and high-speed charging in one. It supports energy…View ↗
The Powered by Xos business provides mixed-use powertrain solutions for off-highway, industrial, and other commercial equipment and…View ↗
Who Are Their Customers?
National fleet operators and small and medium-sized fleets buy vehicles directly or through distribution and channel partners. Utilities and other fleet customers buy charging products, while vehicle and equipment makers buy powertrains.
10-K for FY2025, filed Mar 30, 2026The Company’s sales efforts are organized around dedicated direct sales teams supporting each of its three primary product lines: Xos Hub…View ↗
Xos delivers products across its business to a diverse and growing customer base that includes large-scale national accounts with globally…View ↗
For the Xos Vehicles products, the Company has continued to scale its relationship with United Parcel Service, Inc. (“UPS”), delivering…View ↗
For the Xos Hub products, the Company has continued to grow its relationships with key customers, including Caltrans and Waymo, two of the…View ↗
In the Powered by Xos product line, Blue Bird Corporation represents a significant and growing commercial opportunity. Blue Bird is the…View ↗
In addition to large-scale national accounts, the Company delivers vehicles directly to small- and medium-sized fleets via its in-house…View ↗
10-K for FY2025, filed Mar 30, 2026
During the year ended December 31, 2025, one customer accounted for 54% of the Company’s revenues. During the year ended December 31, 2024…View ↗
How Are They Changing?
- Net income
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Sources
10-Q for Q2 FY2026, filed Aug 13, 2026
−$6.9MView ↗
- ▼ −8% (Loss)
- vs −$7.5M in Q2 FY2025
10-Q for Q2 FY2026, filed Aug 13, 2026
Open tableView ↗
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Aug 13, 2026
Revised its 2026 outlook
Set revenue at $35 to $43 million and deliveries at 250 to 350 units.
Sources
8-K, filed Aug 13, 2026
Revenue $35 to $43 millionView ↗
Vehicle focus
The earlier report described a heavy-duty chassis for regional-haul fleets; the latest describes medium-duty vehicles for last-mile, back-to-base routes.
10-K for FY2022, filed Mar 31, 2023 10-K for FY2025, filed Mar 30, 2026Class 7-8 Heavy Duty Chassis: In May 2022 we launched our Class 7-8 Heavy Duty Chassis (the “HD X-Platform,” and together with the “MD…View ↗
Xos currently manufactures Class 5 and Class 6 battery-electric commercial vehicles that travel on last-mile, back-to-base routes of up to…View ↗
Who Do They Compete With?
Competes with Freightliner, Ford, General Motors, Navistar, Paccar, Volvo/Mack, Rivian, Harbinger, and Workhorse
10-K for FY2025, filed Mar 30, 2026The Company has experienced, and expects to continue to experience, competition from a number of companies, particularly as the commercial…View ↗
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