Amprius Technologies, Inc. Q2 2026 Earnings Recap

Amprius shares rose 3.5% following a second-quarter beat driven by strong demand and new customer wins in its silicon anode battery business, notably in military and commercial drones. Market confidence was bolstered by an increased 2026 revenue forecast and expanding contract backlog.

Key Takeaways

• Record Q2 revenue fueled by accelerating adoption of the second-generation SiCore silicon anode battery in drones and other applications.
• Raised 2026 revenue guidance for the second consecutive quarter, reflecting sustained market momentum.
• Defense segment growth supported by a $24 million order from a new European drone manufacturer and a $18.1 million contract extension with the Defense Innovation Unit.
• Signed a new multi-year contract with Stark Future for electric mobility products, expanding beyond drones into light electric vehicles in China.
• Pilot line equipment installation progressing on schedule, with production targeted for December 2026 to scale manufacturing capacity.