Pony AI Inc. American Depositary Shares(PONY)Earnings, Financials & Key Ratios
PONY•NASDAQ
$6.87
Price updated Jun 27, 2026
AboutPony AI Inc., through its subsidiaries, engages in the autonomous mobility in the People's Republic of China and the United States. The company provides robotruck services, such as transportation services to the logistics platforms. It also offers robotaxi services, including a suite of AV engineering solutions comprising AV software deployment and maintenance, vehicle integration and engineering, and road testing; and fare-charging robotaxi services. In addition, the company offers personally-owned vehicle intelligent solutions, including intelligent driving software solutions, proprietary vehicle domain controller products, and data analytics tools; vehicle integration services, software development, and licensing services; and vehicle-to-everything (V2X) products and services to enhance road safety. The company was incorporated in 2016 and is based in Guangzhou, the People's Republic of China.Show more
- Revenue$90M+20.3%
- EBITDA-$255M+7.9%
- Net Income-$134M+51.0%
- EPS (Diluted)-0.35+85.4%
- Gross Margin15.73%+3.5%
- EBITDA Margin-282.95%+23.4%
- Operating Margin-289.84%+23.8%
- Net Margin-148.85%+59.3%
- ROE-10.03%+69.6%
PONY Price & Volume
Pony AI Inc. American Depositary Shares (PONY) stock price & volume — 10-year historical chart
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Persistent Cash Burn Outpaces Autonomous Scaling Efforts
Investment Thesis • Updated 2025Q4
VerdictNegative
Growth:Mixed
Profitability:Negative
Financial Position:Adequate
Cash Flow:Burning
Primary Risk:Unsustainable cash burn rate
"Pony AI faces a challenging path to profitability as its capital-intensive autonomous vehicle operations continue to generate significant free cash flow deficits, reaching -$152.0 million in 2025Q4. While the company has expanded its asset base to $1.8 billion, this growth is largely fueled by external capital rather than organic productivity, as evidenced by a $1.4 billion accumulated deficit in retained earnings. Investors should monitor the company's ability to stabilize volatile revenue growth, which fluctuated from a 13.1% contraction in 2025Q2 to a 16.3% expansion by 2025Q4, against the backdrop of high R&D expenditures that reached $147.3 million in 2024Q4."
Verdict Logic
the company's free cash flow deficit of -$152.0 million in 2025Q4 and the disconnect between accounting profits and actual cash generation suggest significant long-term liquidity risks.
PONY Growth Metrics
Pony AI Inc. American Depositary Shares (PONY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-
3 Years9.68%
TTM2.99%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM54.57%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM87.41%
Return on Capital
10 Years-25.92%
5 Years-25.92%
3 Years-24.51%
Last Year-19.36%
PONY Recent Earnings
Pony AI Inc. American Depositary Shares (PONY) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 2/12 qtrs (50%)●Beat Revenue 3/12 qtrs (75%)
Q2 2026Latest
May 26, 2026Metric
Actual
Est
EPS
$0.09+25.7%
$0.12
Rev
$34M+53.6%
$22M
Q2 2026
Mar 26, 2026Metric
Actual
Est
EPS
$0.12-148.3%
$0.05
Rev
$29M+18.2%
$25M
Q4 2025
Nov 25, 2025Metric
Actual
Est
EPS
$0.14+28.9%
$0.20
Rev
$25M+7.4%
$24M
Q3 2025
Aug 12, 2025Metric
Actual
Est
EPS
$0.13
—
Rev
$21M
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 26, 2026 | $0.09vs $0.12+25.7% | $34Mvs $22M+53.6% |
| Q2 2026 | Mar 26, 2026 | $0.12vs $0.05-148.3% | $29Mvs $25M+18.2% |
| Q4 2025 | Nov 25, 2025 | $0.14vs $0.20+28.9% | $25Mvs $24M+7.4% |
| Q3 2025 | Aug 12, 2025 | $0.13 | $21M |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Pony AI Inc. American Depositary Shares (PONY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $6.87 | $2.42B | -19.63 | 20.28% | -148.85% | -10.03% | 0.25% | |
| $7.81 | $6.36B | -16.27 | 14.51% | -203.97% | -37.31% | — | |
| $0.19 | $112.47M | -0.03 | -12.44% | -572.79% | — | — | |
| $1.31 | $60.67M | -1.46 | 15.35% | -12698.89% | -56.22% | — | |
| $0.57 | $126.53M | -1.68 | 127% | -181.46% | -101.64% | — | |
| $42.02 | $2.68B | -39.27 | 52.46% | -30.12% | -22.2% | — |
Compare PONY vs Peers
Pony AI Inc. American Depositary Shares (PONY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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PONY Frequently Asked Questions
Pony AI Inc. American Depositary Shares (PONY) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Pony AI Inc. American Depositary Shares's revenue?
Pony AI Inc. American Depositary Shares (PONY) reported $90.1M in revenue for fiscal year 2025. This represents a 1010% increase from $8.1M in 2021.
How fast is Pony AI Inc. American Depositary Shares growing?
Pony AI Inc. American Depositary Shares (PONY) grew revenue by 20.3% over the past year. This is strong growth.
Is PONY profitable?
Pony AI Inc. American Depositary Shares (PONY) reported a net loss of $133.9M for fiscal year 2025.
Dividend & Returns
Does PONY pay dividends?
Yes, Pony AI Inc. American Depositary Shares (PONY) pays a dividend with a yield of 0.25%. This makes it attractive for income-focused investors.
What is PONY's return on equity?
Pony AI Inc. American Depositary Shares (PONY) has a return on equity (ROE) of -10.0%. Negative ROE indicates the company is unprofitable.
What is Pony AI Inc. American Depositary Shares's free cash flow?
Pony AI Inc. American Depositary Shares (PONY) had negative free cash flow of $288.4M in fiscal year 2025, likely due to heavy capital investments.