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Gauzy (GAUZ) investor relations material
Gauzy Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary13 Aug, 2025
Executive summary
Achieved a record purchase order backlog of $43M at quarter end, reflecting strong multi-year demand and customer support for technology.
Closed $15M in new debt financing under favorable terms, reinforcing liquidity and business plan execution.
Reaffirmed full-year 2025 guidance, expecting revenue of $130–$140M and first-ever positive adjusted EBITDA, with H2 results expected to be significantly stronger.
Significant milestones include first delivery to GM's Cadillac, expansion in marine and architecture sectors, and new product launches in aeronautics and SafetyTech.
Leadership demonstrated confidence through insider share purchases and board enhancements.
Financial highlights
Q2 2025 revenue was $20.1M, down from $24.4M year-over-year, with gross margin at 21.4% vs. 27% in Q2 2024.
Adjusted EBITDA was negative $8.7M, down from negative $3.9M in Q2 2024.
Net loss for Q2 2025 was $10.7M, with a net loss margin of (53.5)%.
Free cash flow outflow improved to $5.2M from $11.5M year-over-year; liquidity at quarter end was $36.2M, including $35M undrawn credit.
Operating expenses rose to $16.8M from $14.5M, mainly due to public company costs, higher depreciation, and increased R&D.
Outlook and guidance
Revenue guidance for 2025 reaffirmed at $130M–$140M, representing over 26–35% growth at midpoint vs. 2024.
Adjusted EBITDA expected to be positive for full year 2025, driven by higher H2 revenues and improved gross margins.
Q4 anticipated to be the strongest quarter, with Q3/Q4 split roughly 40%/60%.
Backlog and order cadence support confidence in meeting full-year targets.
Results expected to be heavily weighted toward the second half due to timing of deliveries.
Detail timing dynamics that drove revenue shifts.
Assess confidence in H2 execution to meet demand.
How does factoring invoices support working capital?
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Q3 202511 Nov, 2025
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Frequently asked questions
Gauzy Ltd. is a company that specializes in light and vision control technologies. It develops, manufactures, and supplies liquid crystal controllers and films for various applications. The company's product offerings include suspended particle devices (SPD) and liquid crystal (LC) films used in smart glass applications, as well as advanced driver assistance systems (ADAS) and camera monitoring systems (CMS). Gauzy operates across three segments: architecture and automotive, safety tech, and aeronautics. Their technologies are implemented in glass rooftops, side windows, windshields, smart mirrors, and safety doors, serving sectors such as commercial, retail, residential, healthcare, hospitality, and transportation, including private and commercial aircraft. The company is headquartered in Tel Aviv, Israel, and its shares are listed on the NASDAQ.
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