Xos (XOS) Q2 FY26 earnings call

Xos, Inc. reported a transformative Q2 FY26, marked by the launch of the Power Hub, signaling a strategic shift towards power infrastructure for data centers and the AI economy. Despite lower-than-anticipated unit deliveries and a revised full-year outlook due to customer delays, the company achieved its highest first-half GAAP gross margin and continued to improve operating efficiency. The focus is now on converting strong demand into volume in the second half, leveraging its expanded product portfolio and improved liquidity.