QSMEDIUM SIGNALFINANCIAL10-K

QuantumScape showed meaningful operational improvement with reduced losses and significantly strengthened cash position, while transferring its stock listing from NYSE to Nasdaq.

The company demonstrated better financial discipline through reduced operating losses and lower capital expenditures while substantially increasing cash reserves, suggesting improved runway for continued operations. However, the stock exchange transfer from NYSE to Nasdaq may signal potential compliance concerns or strategic repositioning that warrants monitoring.

Comparing 2026-02-25 vs 2025-02-26View on EDGAR →
FINANCIAL ANALYSIS

QuantumScape's financial position improved meaningfully across key metrics, with cash increasing 64% to $230.5M while operating losses narrowed 10% to -$472.6M and operating cash flow losses improved 12% to -$242.5M. The company also reduced liabilities by 15% and cut capital expenditures by 42%, indicating more disciplined spending while extending operational runway. This combination of improved cash position and reduced burn rate provides a more stable foundation for the pre-revenue battery technology company to continue development efforts.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
+63.6%
$140.9M$230.5M

Cash position surged 63.6% — strong cash generation or capital raise providing significant financial cushion.

Capital Expenditure
Cash Flow
-41.6%
$62.1M$36.3M

Capex reduced 41.6% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Total Liabilities
Balance Sheet
-15.4%
$164.5M$139.2M

Liabilities reduced 15.4% — deleveraging improves balance sheet strength and financial flexibility.

Operating Cash Flow
Cash Flow
+11.7%
-$274.6M-$242.5M

Operating cash flow grew 11.7% — strong conversion of earnings to cash, healthy business fundamentals.

Operating Income
P&L
+10%
-$525.2M-$472.6M

Operating income improving — cost discipline or growing revenue base absorbing fixed costs.

LANGUAGE CHANGES
NEW — 2026-02-25
PRIOR — 2025-02-26
ADDED
In December 2025, the registrant transferred the listing of its Class A Common Stock from the NYSE to The Nasdaq Stock Market LLC (Nasdaq Global Select Market).
The Company cautions you that these forward-looking statements are subject to risks and uncertainties, including those described in Part I, Item 1A, Risk Factors in this Report, most of which are difficult to predict and many of which are beyond the control of the Company and incident to its business.
Anode The negative electrode in a battery, serving as the host material for lithium ions during charging Battery cycle life The number of times a battery can be charged and discharged until its capacity is significantly reduced (e.g.
Our cell design includes a separator that consists of an inorganic solid ceramic film that has characteristics of both a separator and an electrolyte, and we sometimes refer to our proprietary solid-state electrolyte-separator as electrolyte-separator , solid-state separator , or solid-state electrolyte-separator .
Overview QuantumScape is a leader in developing next-generation solid-state lithium-metal battery technology for EVs and other applications.
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REMOVED
Anode The negative electrode in a battery Anode-free cells A battery cell that is manufactured without a host material for the anode or excess lithium Battery cycle life The number of times a battery can be charged and discharged until its capacity is significantly reduced (e.g.
Our cell design includes a separator that consists of an inorganic solid ceramic film that has characteristics of both a separator and an electrolyte, and we sometimes refer to it as electrolyte-separator .
Overview QuantumScape is a leader in developing next-generation solid-state lithium-metal battery technology for electric vehicles ( EVs ) and other applications.
We are at the beginning of a forecasted once-in-a-century shift in automotive powertrains, from internal combustion engines ( ICE ) to clean EVs.
We believe no other lithium-metal battery technology has demonstrated the capability of achieving automotive rates of power (power is the rate at which a battery can be charged and discharged) with acceptable battery cycle life at modest levels of pressure (approximately 3 to 4 atmospheres ( atm )).
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