FFAIHIGH SIGNALFINANCIAL10-K

FFAI's stockholders' equity turned deeply negative at -$27.3M while operating losses more than doubled to $331.1M, indicating severe financial distress despite a significant cash increase.

The company is in critical financial condition with negative equity of $27.3M representing a complete erosion of shareholder value from the previous year's $115M positive position. The dramatic 192% increase in outstanding shares (from 85M to 249M) suggests massive dilutive equity raises were necessary to raise cash, explaining both the cash increase and equity destruction.

Comparing 2026-03-31 vs 2025-03-31View on EDGAR →
FINANCIAL ANALYSIS

FFAI's financial position deteriorated drastically with stockholders' equity collapsing from $115M to negative $27.3M while operating losses exploded from $150M to $331M. Despite cash increasing nearly 400% to $34.9M, this appears to have come at the cost of massive share dilution (shares outstanding increased 192%) and continued cash burn acceleration to $107.6M. The company liquidated most of its $27.5M inventory down to just $3.3M, suggesting either production scaling back or asset monetization to preserve cash, painting a picture of a company in severe financial distress despite temporary liquidity improvements.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
+388.9%
$7.1M$34.9M

Cash position surged 388.9% — strong cash generation or capital raise providing significant financial cushion.

Stockholders Equity
Balance Sheet
-123.8%
$115.0M-$27.3M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Operating Income
P&L
-121.1%
-$149.7M-$331.1M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Inventory
Balance Sheet
-88.1%
$27.5M$3.3M

Inventory drawn down 88.1% — strong sell-through or deliberate destocking; watch for supply constraints.

Operating Cash Flow
Cash Flow
-53.3%
-$70.2M-$107.6M

Operating cash flow fell 53.3% — earnings quality concerns; investigate working capital changes and non-cash items.

Total Assets
Balance Sheet
-34.7%
$425.4M$277.9M

Total assets contracted 34.7% — asset sales, write-downs, or balance sheet optimization underway.

R&D Expense
P&L
-34.2%
$25.2M$16.6M

R&D spending cut 34.2% — could signal cost discipline or concerning reduction in innovation investment.

Current Liabilities
Balance Sheet
-23.1%
$192.7M$148.2M

Current liabilities reduced — improved short-term financial position and working capital health.

Gross Profit
P&L
-17.1%
-$83.5M-$97.8M

Gross margin compression — rising input costs, pricing pressure, or unfavorable product mix shift.

Total Liabilities
Balance Sheet
-13%
$310.4M$270.1M

Liabilities reduced 13% — deleveraging improves balance sheet strength and financial flexibility.

LANGUAGE CHANGES
NEW — 2026-03-31
PRIOR — 2025-03-31
ADDED
As of March 24, 2026, ther e were 248,764,702 shares of Class A Common Stock, $0.0001 par value, and 6,667 shares of Class B Common Stock, $0.0001 par value, issued and outstanding.
(the Company ) is a California-based technology company focused on the design, engineering, and development of intelligent, connected electric vehicles and related artificial intelligence-enabled technologies.
The Company s primary business activities center on its AIEV platform, including the FF and FX vehicle series.
As discussed below, the Company also holds a majority interest in AIxCrypto Holdings, Inc.
( AIXC ), an independent public company listed on Nasdaq under the symbol AIXC, whose business is focused on embodied AI infrastructure and blockchain infrastructure.
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REMOVED
As of March 28, 2025, ther e were 85,092,832 shares of Class A Common Stock, $0.0001 par value, and 6,667 shares of Class B Common Stock, $0.0001 par value, issued and outstanding.
is a California-based global shared intelligent mobility ecosystem company with a vision to disrupt the automotive industry.
With headquarters in Gardena, California, the Company designs and engineers next-generation intelligent, connected, electric vehicles, including both the FF Series and the FX Series.
The Company manufactures vehicles at its production facility in Hanford, California, known as FF ieFactory California .
The Company has additional engineering, sales, and operational capabilities in China and are exploring opportunities for potential manufacturing capabilities in China.
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