Evolv Technologies Holdings, Inc. (EVLV) Form 8-K — Aug 11, 2026
Evolv Technology reported Q2 2026 revenue of $43.8 million, up 34% year-over-year, adding 70 new customers in the quarter with ending ARR of $132.7 million, up 20% year-over-year. Remaining performance obligations reached $312.6 million, up $13.6 million sequentially. Profitability improved sharply: net loss narrowed to $(9.3) million from $(40.5) million a year earlier, Adjusted EBITDA turned positive at $4.4 million (10.1% margin), and operating cash flow was positive at $8.7 million for the first six months of 2026. Cash, cash equivalents, marketable securities, and restricted cash stood at $63.4 million.
Key figures
- Revenue
- 43753000
- Guidance
- 2026 revenue $180-$185 million (~23-27% YoY growth); ending ARR ~$148-$150 million (~23-25% growth); Adjusted EBITDA $15-$16 million with high-single-digit Adjusted EBITDA margins
- Total Debt
- 28737000
- Revenue Yoy
- 34%
- Total Assets
- 302023000
- Cash Position
- 63400000
- Shares Outstanding
- 180839400
- Arr
- 132680000
- Arr Yoy
- 20%
- Gross Margin Q2
- 50.2%
- New Customers Q2
- 70
- Six Month Revenue
- 90081000
- Adjusted Ebitda Q2
- 4431000
- Six Month Revenue Yoy
- 40%
- Prior Revenue Guidance
- $175-$180 million (issued May 12, 2026)
- Adjusted Ebitda Margin Q2
- 10.1%
- Six Month Adjusted Ebitda
- 8375000
- Purchase Subscription Mix
- 60% of 2026 new unit deployments, up from ~55% prior expectation
- Six Month Operating Cash Flow
- 8723000
- Remaining Performance Obligation
- 312600000
Price after filing
Close on the filing date to close N calendar days later (from $6.13). Historical, not a forecast.
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