PONY
Company Description
Pony AI Inc., operating through its subsidiaries, specializes in autonomous mobility solutions across the People's Republic of China and the United States. The company delivers automated trucking services, assisting logistics platforms with freight transportation. Furthermore, Pony AI provides robotaxi offerings, which encompass a full spectrum of autonomous vehicle (AV) engineering support, including the deployment and upkeep of AV software, vehicle system integration and engineering, and extensive road testing. It also operates commercial, fare-charging robotaxi services. Beyond these, the company develops intelligent solutions for personally-owned vehicles, comprising advanced driving software, its own proprietary vehicle domain controllers, and data analytics tools. Its services further extend to vehicle integration, software development, and licensing. To enhance road safety, Pony AI also offers vehicle-to-everything (V2X) products and related services. Established in 2016, Pony AI Inc. is headquartered in Guangzhou, China.
Track Record
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 90.24M | 75.03M | 71.90M | 68.39M | 8.12M |
| Net Income | (134.32M) | (274.12M) | (124.81M) | (148.02M) | (224.70M) |
| EPS | -0.35 | -2.40 | -0.36 | -0.42 | -0.64 |
| Free Cash Flow | (208.83M) | (122.22M) | (120.41M) | (166.60M) | (171.77M) |
| FCF / Share | -0.55 | -1.07 | -0.35 | -0.48 | -0.49 |
| Operating CF | (164.96M) | (110.81M) | (115.32M) | (154.58M) | (146.34M) |
| Total Assets | 1.81B | 1.05B | 747.12M | 771.51M | 708.94M |
| Total Debt | 28.88M | 13.80M | 7.36M | 13.04M | 0 |
| Cash & Equiv | 295.43M | 535.98M | 425.96M | 316.26M | 242.54M |
| Book Value | 1.65B | 951.12M | 684.03M | (551.49M) | (402.10M) |
| Return on Equity | -0.08 | -0.29 | -0.18 | N/A | N/A |
| Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 36.22M | 34.25M | 29.25M | 25.44M | 21.45M | 13.98M | 25.15M | 25.15M | 24.69M | 12.52M | 29.81M | 29.81M |
| Net Income | (59.84M) | (50.41M) | 23.53M | (61.31M) | (53.10M) | (42.99M) | (111.40M) | (111.40M) | (51.25M) | (20.60M) | (27.73M) | (27.73M) |
| EPS | -0.14 | -0.12 | 0.06 | -0.16 | -0.15 | -0.12 | -0.52 | -0.60 | -1.26 | -1.22 | -0.31 | -0.31 |
| Free Cash Flow | (76.18M) | (86.70M) | (152.03M) | 73,853 | (39.88M) | (54.16M) | (42.39M) | (30.56M) | (60.95M) | (41.08M) | (56.60M) | (27.89M) |
| FCF / Share | -0.18 | -0.20 | -0.37 | 0.00 | -0.11 | -0.15 | -0.23 | -0.17 | -0.73 | -0.95 | -0.63 | -0.31 |
| Operating CF | (44.01M) | (74.20M) | (28.39M) | (56.80M) | (25.41M) | (54.16M) | (31.00M) | (25.82M) | (59.04M) | (41.08M) | (53.39M) | (26.30M) |
| Total Assets | 1.74B | 1.76B | 1.81B | 900.67M | 991.05M | 972.34M | 1.05B | 1.05B | 693.56M | 693.56M | 747.12M | 747.12M |
| Total Debt | 19.02M | 16.36M | 28.88M | 15.13M | 16.75M | 12.10M | 13.80M | 13.80M | 4.98M | 4.98M | 7.36M | 7.36M |
| Cash & Equiv | 327.11M | 327.08M | 293.49M | 99.00M | 318.53M | 379.18M | 535.98M | 535.98M | 334.76M | 334.76M | 425.96M | 425.96M |
| Book Value | 1.58B | 1.61B | 1.65B | 801.22M | 853.36M | 899.88M | 951.12M | 951.12M | 638.43M | 638.43M | (677.25M) | 684.03M |
| Return on Equity | -0.04 | -0.03 | 0.01 | -0.08 | -0.06 | -0.05 | -0.12 | -0.12 | -0.08 | -0.03 | N/A | -0.04 |
