Xos (XOS)
Builds electric delivery vehicles, powertrains, and energy storage for commercial fleets.
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Sells battery-electric commercial delivery vehicles, powertrain systems for other equipment and vehicle makers, and mobile or stationary energy storage, supported by Xosphere fleet software. Operates as a final-stage manufacturer and integrator whose deployments rely on production, body-upfit, charging, and maintenance partners.
Builds Class 5–6 battery-electric chassis and stepvans for last-mile, return-to-base fleets, while Powered by Xos supplies batteries, power-distribution and management components, controls, inverters, motors, and integration services to equipment and vehicle makers. Xos Energy Solutions provides the Xos Hub for mobile or stationary charging and storage, while Power Hub serves behind-the-meter data-center, industrial, and mission-critical power needs.
Combines final-stage manufacturing in Tennessee with engineering and service capabilities in Los Angeles, direct sales and channel partners, body-upfit partners, and maintenance coverage across the United States and Canada. Xosphere adds vehicle and charging telematics, energy-use optimization, maintenance management, remote diagnostics, and over-the-air updates.
Depends on a principal production site, mostly single-source suppliers, body-upfit partners, third-party maintenance providers, workable depot charging, and finite incentive programs.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Nov 25, 2024 | Northland Capital Markets | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $13.2M · Total debt $18.2M · Total assets $54.4M · Shareholders' equity $22.9M
- Revenue
- $4.7M
- Operating income
- −$7.9M
- Net income
- −$6.9M
No dividends on record.
| Institutions | 4.91% | 698.1K shares | |
|---|---|---|---|
| 39 holders · as of Jun 30, 2026 | |||
| Insiders | 52.90% | 7.52M shares | |
| 13 holders · as of Sep 18, 2026 | |||
| Strategic holders | 25.38% | 3.61M shares | |
| 2 holders · as of Jun 5, 2026 | |||
| Other | 16.81% | 2.39M shares | |
| remainder | |||
14.22M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (14.22M in the company's Sep 22, 2026 report, 10.23M elsewhere); stakes use the report.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Aljomaih Automotive Co.Strategic10 percent owner | 17.21% | 2.45M | filed May 8, 2026 |
Giordano Sordoni1Insiderdirector, officer: Chief Operating Officer | 16.87% | 1.22M | filed Sep 14, 2026 |
Dakota SemlerInsiderdirector, officer: Chief Executive Officer | 15.31% | 2.18M | filed Sep 14, 2026 |
Shane SemlerInsider | 8.21% | 1.17M | filed Jun 22, 2026 |
Emerald Green TrustStrategic10 percent owner | 8.17% | 1.16M | filed Jun 5, 2026 |
- Giordano Sordoni's own ownership statement (13D, Mar 5, 2026) plus the 1.18M net shares acquired since reports fewer shares than the transaction reports; the statement is used.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Dietmar Ostermann | director | −4,738 | $2.55 |
| Sep 16, 2026 | Dietmar Ostermann | director | −262 | $2.54 |
| Sep 4, 2026 | Dietmar Ostermann | director | −5,000 | $3.00 |
| Sep 2, 2026 | Dietmar Ostermann | director | −10,000 | $3.02 |
| Jul 14, 2026 | Alice Yake | director | −2,500 | $2.39 |
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