Amprius Technologies, Inc. (AMPX) FY2025 10-K Annual Report

Filed: Mar 6, 2026
Information Technology
Miscellaneous Electrical Machinery, Equipment & SuppliesSEC EDGAR

Amprius Technologies, Inc. (AMPX) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Mar 6, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Amprius Technologies, Inc. FY2025 10-K Analysis

Business Overview

  • Core business: develops and markets high-performance lithium-ion silicon anode batteries focused on aviation, ground, and marine electric mobility
  • New product: full commercial launch of SiCore silicon anode batteries in January 2024 with annual production capacity >2.0 GWh via global contract manufacturing
  • Strategic shift: terminated large 774,000 sq ft Colorado lease in early 2026 to emphasize outsourced contract manufacturing for rapid scalable production and minimal capital investment
  • Quantitative highlight: access to >2.0 GWh annual SiCore battery production capacity; expanded Fremont pilot line to 10 MWh capacity; $14.8 million US government contract awarded in 2025
  • Noteworthy fact: unveiled >500 Wh/kg prototype SiMaxx battery in March 2023, half the weight and volume of current state-of-the-art cells; still in development as of Dec 2025

Management Discussion & Analysis

  • Revenue $73.0M, up 202% YoY from $24.2M driven by $48.1M increase in SiCore battery sales and $0.5M in government grants
  • Gross margin 11% vs (76)% loss YoY, driven by higher sales volume; operating loss stable at $(46.6)M vs $(46.3)M
  • Best segment: SiCore battery sales $48.1M increase; Worst: customization design services revenue down $1.2M
  • Cash $90.5M at year-end 2025; $97.5M net proceeds from stock sales under Sales Agreement; no debt; $19.1M impairment charge on Colorado facility lease termination
  • Management expects to expand contract manufacturing, increase pilot line capacity to 10 MWh in 2026, and sees risks from global supply chain and regulatory changes impacting defense contracts

Risk Factors

  • Regulatory risk: NDAA compliance required for battery components under Defense Innovation Unit program; sourcing compliant suppliers challenging, risking delays and program standing
  • Geopolitical risk: Reliance on suppliers in China exposes operations to U.S.-China trade conflicts and tariffs, increasing costs and supply chain disruption risks
  • Operational risk: Dependence on third-party manufacturing, including Berzelius, without established commercial terms risks supply shortages, price hikes, and quality control issues
  • Market disruption risk: Emerging alternative battery technologies and competitors with greater resources threaten market share expansion and profitability
  • Financial risk: Early-stage company with history of losses, needing significant capital for manufacturing scale-up and uncertain cost targets to achieve profitability

Amprius Technologies, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$72M

+205.1% YoY

Net Income

-$44M

+1.4% YoY

Gross Margin

11.5%

Operating Margin

-64.9%

+13143bp YoY

Net Margin

-61.2%

+12833bp YoY

ROE

-42.4%

+2189bp YoY

Total Assets

$157M

+29.5% YoY

EPS (Diluted)

$-0.35

+22.2% YoY

Operating Cash Flow

-$31M

+6.7% YoY

Source: XBRL data from Amprius Technologies, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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