Earnings summaries and quarterly performance for EVgo.
Executive leadership at EVgo.
Board of directors at EVgo.
Research analysts who have asked questions during EVgo earnings calls.
CD
Chris Dendrinos
RBC Capital Markets
6 questions for EVGO
Also covers: BE, CHPT, ENPH +8 more
Christopher Pierce
Needham & Company
6 questions for EVGO
Also covers: ACHR, ACVA, AUR +12 more
CI
Craig Irwin
ROTH Capital Partners
5 questions for EVGO
Also covers: AMRC, ANDE, ASYS +26 more
AS
Andres Sheppard-Slinger
Cantor Fitzgerald
3 questions for EVGO
Also covers: ACHR, AUR, EVEX +10 more
Stephen Gengaro
Stifel Financial Corp.
3 questions for EVGO
Also covers: ACDC, AESI, AMRC +24 more
WP
William Peterson
JPMorgan Chase & Co.
3 questions for EVGO
Also covers: AA, ACHR, BLDE +14 more
BP
Bill Peterson
JPMorgan Chase & Co.
2 questions for EVGO
Also covers: AA, ACHR, BLDE +11 more
BC
Brett Castelli
Morningstar
2 questions for EVGO
Also covers: AYI, BE, ULS
WG
William Grippin
UBS Group AG
2 questions for EVGO
Also covers: AMRC, AY, BEP +7 more
CM
Chris McNally
Evercore ISI
1 question for EVGO
Also covers: ALV, APTV, AUR +4 more
DA
David Arcaro
Morgan Stanley
1 question for EVGO
Also covers: AEP, AES, ATO +32 more
DD
Douglas Dutton
Evercore ISI
1 question for EVGO
Also covers: AN, AUR, LAD +1 more
GD
Gabriel Daoud
Cowen
1 question for EVGO
Also covers: CHPT, CIVI, CNX +6 more
MK
Mahima Kakani
JPMorgan Chase & Co.
1 question for EVGO
Also covers: ACHR, BLDE, CHPT +1 more
Patrick Ouellette
Stifel Financial Corp.
1 question for EVGO
Also covers: EOSE, OIS, TTI
Recent press releases and 8-K filings for EVGO.
EVgo Accelerates NACS Connector Deployment
EVGO
New Projects/Investments
Product Launch
- EVgo plans to deploy more than 500 NACS connectors by the end of 2026, building on a successful 2025 pilot that installed nearly 100 NACS connectors across 22 major metropolitan areas.
- The company intends to offer NACS charging in over 25 states by the end of 2026, focusing on key markets with increasing NACS vehicle penetration.
- This expansion aims to broaden EVgo's customer base and increase throughput, anticipating that more than 80% of new EVs sold in North America will be NACS compatible by 2030.
Jan 27, 2026, 1:00 PM
EVgo Outlines Strong Growth Trajectory and Financial Milestones
EVGO
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- EVgo anticipates achieving EBITDA positive for Q4 2025 and potentially for the full year 2025, with adjusted EBITDA projected to reach $500 million by 2029. The company's revenue has grown 17-18-fold over the last three and a half years and is expected to grow another three or four-fold over the next four or five years.
- The company currently operates approximately 5,000 stalls and plans to roughly double the number of owned and operated stalls deployed in 2026 compared to 2025. Usage per stall has increased sixfold in the last three and a half years.
- EVgo has secured a $1.25 billion loan from the Department of Energy and a commercial bank financing facility, which fully funds its stall buildout for the next several years. A significant partnership with Kroger will result in the deployment of at least 150 stalls annually for 10 years.
- Charging gross margins have significantly improved from 15% in 2022 to mid- to high-30s% today due to operating leverage. The company is also undertaking a larger deployment of NACS cables in 2026 to accommodate Tesla vehicles, which represent over half of the EV market.
Jan 13, 2026, 5:45 PM
EVgo Discusses Strong Growth, Path to Profitability, and Future Expansion at Needham Conference
EVGO
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- EVgo anticipates achieving EBITDA positive results for Q4 2025 and potentially for the full year 2025, a significant improvement from negative $80 million in EBITDA in 2022. The company projects adjusted EBITDA to reach up to $500 million by 2029.
- The company's revenue has grown 17-18-fold over the last three and a half years and is expected to grow another three or four-fold over the next four or five years. Usage per stall has increased sixfold in the last three and a half years.
- EVgo plans to roughly double the number of stalls deployed in 2026 for its owned and operated business compared to 2025, with current financing fully covering the stall buildout for the next several years.
- A new partnership with Kroger will result in the deployment of at least 150 stalls annually for the next 10 years. The standardization of the NACS cable is expected to open up over half of the market, including Tesla vehicles, to EVgo's network.
Jan 13, 2026, 5:45 PM
EVgo Discusses Strong Growth, Financial Milestones, and Future Outlook at Needham Conference
EVGO
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- EVgo's revenue has grown approximately 17-18-fold over the last three and a half years, with an expectation to grow another three or four-fold over the next four or five years.
- The company expects to be EBITDA positive for Q4 2025 and potentially for the full year 2025, a significant improvement from a negative $80 million EBITDA in 2022. Long-term targets project up to $500 million in adjusted EBITDA by 2029.
- EVgo has secured financing, including a $1.25 billion loan with the Department of Energy Loan Programs Office and a commercial bank financing facility, which fully funds its stall buildout for the next several years to self-funding.
- The number of charging stalls in operation reached 5,000 by the end of 2025, with the rate of stall deployment for owned and operated business expected to roughly double in 2026 compared to 2025.
- The standardization of the NACS cable is seen as a significant tailwind, potentially opening up over half of the market (Tesla vehicles) that is currently underserved by EVgo's network, with plans for a larger deployment of NACS cables in 2026.
Jan 13, 2026, 5:45 PM
EVgo Accelerates Network Expansion with Prefabricated Charging Skids
EVGO
New Projects/Investments
Cost Reduction
- EVgo has deployed more than 40% of its stations in 2025 by leveraging domestically manufactured prefabricated modular skids, exceeding its year-end goal.
- This initiative, in partnership with Miller Electric Company, has led to accelerated station installation timelines and an average 15% decrease in station installation costs.
- The prefabrication model ensures consistent, high-quality assembly, supports domestic manufacturing and local job creation, and allows for the integration of features like Wi-Fi and security cameras.
- Prefabricated stations, which exclusively feature 350kW fast chargers, are now operational in states including California, Florida, and Texas, and can charge up to 14 vehicles simultaneously.
Dec 16, 2025, 1:00 PM
Quarterly earnings call transcripts for EVgo.
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