EVgo (EVGO) Q2 FY26 earnings call

EVgo reported Q2 FY26 results in line with expectations, highlighted by a significant partnership with Tesla to deploy EVgo branded superchargers, aiming to double its addressable market. While core charging revenue continued its double-digit growth, overall revenue was impacted by a decline in non-charging segments and a slower ramp for the 2025 stall cohort. The company remains confident in its long-term growth trajectory, targeting $0.5 billion in adjusted EBITDA by 2030, driven by network expansion and operating leverage.