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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 sequential increase in order backlog for Q2 2025, reaching $43 million, reflecting strong multi-year demand and customer support for technology.
Q2 2025 revenue was $20.1 million, supported by a record backlog, with full-year guidance and expectations reaffirmed despite shipment delays and temporary disruptions.
Closed $15 million in new debt financing under favorable terms, reinforcing liquidity and supporting growth.
Major business milestones include the first delivery of GM's Cadillac Celestiq with the largest dimmable smart glass in serial production and the launch of a prefabricated smart glass stack for automotive OEMs.
Expanded presence in automotive, marine, architecture, and aeronautics sectors, with new contracts, product launches, and strategic customers driving future growth.
Financial highlights
Q2 2025 revenue was $20.1 million, down from $24.4 million year-over-year, mainly due to shipment delays and timing of deliveries.
Gross margin declined to 21.4% from 27% year-over-year, mainly due to lower revenue and product mix.
Operating expenses rose to $16.8 million from $14.5 million, driven by public company costs, higher depreciation/amortization, and increased R&D.
Net loss for Q2 2025 was $(10.7) million, compared to $(3.9) million in Q2 2024, with a net loss margin of (53.5)%.
Free cash flow outflow improved to $(5.2) million from $(11.5) million year-over-year.
Outlook and guidance
Full-year 2025 revenue guidance reaffirmed at $130–$140 million, representing over 26% growth at the midpoint.
Adjusted EBITDA expected to be positive for the full year, with break-even at $31–$32 million in quarterly revenue.
Second half of 2025 expected to deliver 70% of full-year revenue, with Q4 typically the strongest quarter.
Strong order backlog and expanded production capacity support confidence in meeting guidance.
Liquidity strategy for aggressive H2 ramp
Confidence in H2 execution capacity
Key growth drivers beyond current backlog
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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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