EVLVWHIGH SIGNALFINANCIAL10-K

Evolv Technologies achieved a dramatic operational turnaround with operating cash flow swinging from -$30.9M to +$18.7M while revenue grew 40.5% to $145.9M.

This represents a fundamental improvement in the company's financial performance, with positive operating cash flow generation indicating the business model is beginning to scale effectively. The removal of restatement language suggests the company has moved past previous accounting issues and is now presenting clean financials, which should restore investor confidence.

Comparing 2026-03-10 vs 2025-04-28View on EDGAR →
FINANCIAL ANALYSIS

Evolv demonstrated strong operational momentum with revenue growing 40.5% to $145.9M and operating losses narrowing significantly from -$82.3M to -$48.5M, while achieving positive operating cash flow of $18.7M compared to the prior period's -$30.9M outflow. The company strengthened its balance sheet with cash increasing 32.8% to $49.1M and inventory declining 45.1%, suggesting improved demand and working capital management. The combination of accelerating revenue growth, improving profitability metrics, and positive cash generation indicates the AI-powered security screening business is gaining meaningful traction in the market.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
+160.5%
-$30.9M$18.7M

Operating cash flow surged 160.5% — exceptional cash generation, highest quality earnings signal.

Inventory
Balance Sheet
-45.1%
$17.0M$9.3M

Inventory drawn down 45.1% — strong sell-through or deliberate destocking; watch for supply constraints.

Capital Expenditure
Cash Flow
-43.9%
$6.6M$3.7M

Capex reduced 43.9% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Operating Income
P&L
+41.1%
-$82.3M-$48.5M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Revenue
P&L
+40.5%
$103.9M$145.9M

Strong top-line growth of 40.5% — accelerating demand or successful expansion into new markets.

Net Income
P&L
+38.7%
-$54.0M-$33.1M

Net income grew 38.7% — bottom-line growth signals improving overall business health.

Cash & Equivalents
Balance Sheet
+32.8%
$37.0M$49.1M

Cash position surged 32.8% — strong cash generation or capital raise providing significant financial cushion.

Current Liabilities
Balance Sheet
+27.2%
$96.7M$123.0M

Current liabilities rose 27.2% — increased short-term obligations, watch current ratio.

Gross Profit
P&L
+27%
$59.3M$75.3M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Current Assets
Balance Sheet
+24.6%
$121.4M$151.3M

Current assets grew 24.6% — improving short-term liquidity or inventory/receivables build.

LANGUAGE CHANGES
NEW — 2026-03-10
PRIOR — 2025-04-28
ADDED
As of March 3, 2026, the registrant had 179,350,739 shares of Class A common stock, par value $0.0001 per share, outstanding.
BUSINESS Company Overview Evolv Technologies Holdings, Inc., a Delaware corporation formed in 2021 ( we, us, our, the Company and Evolv ) is a leading security technology company pioneering Artificial Intelligence ( AI )-powered screening solutions designed to help create safer environments while maintaining efficient visitor flow and a positive visitor experience.
We serve customers across a range of end markets, including education, healthcare, sports, live entertainment, tourist attractions, houses of worship, and industrial workplaces.
Our goal is to help facility operators address escalating gun violence, mass shootings and terrorist attacks while maintaining a positive visitor experience.
Our solutions are delivered through a Security-as-a-Service model that integrates our proprietary sensor platform and AI-powered software, cloud connectivity, and ongoing services.
+7 more — sign up free →
REMOVED
As of April 21, 2025, the registrant had 163,470,325 shares of Class A common stock, par value $0.0001 per share, outstanding.
EXPLANATORY NOTE Introduction As previously announced in the Current Report on Form 8-K filed with the U.S.
Securities and Exchange Commission (the SEC ) on October 25, 2024, the Board of Directors (the Board ) of Evolv Technologies Holdings, Inc.
As a result of these misstatements, the Company is restating certain financial information for the Non-Reliance Periods.
All restated financial information is included in this Annual Report on Form 10-K for the year ended December 31, 2024 (the Form 10-K ), and we have not filed, and do not intend to file, amendments to any of our filings that we have previously filed with the SEC.
+7 more — sign up free →
MORE FINANCIAL SIGNALS
PNRGHIGHPNRG achieved exceptional profitability improvement with net income surging 2,21...
2026-04-16
BNAIHIGHBNAI underwent a dramatic reverse stock split that reduced share count by 86% wh...
2026-04-16
LAKEHIGHLAKE's financial performance deteriorated significantly with operating losses wo...
2026-04-16
NXXTHIGHNextNRG experienced massive financial deterioration with operating losses explod...
2026-04-16
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →