Beam Global reported a 50.3% sequential rise in revenue to $12.8 million for the fourth quarter of 2025, the highest quarterly figure since the company’s $11.5 million Q3 2024. The jump follows a 12.4% year‑over‑year increase from the $11.4 million Q4 2024, underscoring a clear acceleration in the company’s top line.
International sales accounted for 51% of the quarter’s revenue, up from 48% in Q3 2025, while non‑government commercial revenue rose to 84% of total sales, a 3‑percentage‑point lift over the prior quarter. Non‑EV ARC products generated 70% of revenue, driven by strong demand for the company’s off‑grid energy‑security solutions in the Middle East and Europe. EV ARC sales grew 18% in Europe, reflecting the launch of a new, higher‑capacity charging module that captured a growing share of the continent’s commercial fleet market.
CEO Desmond Wheatley said the results validate Beam Global’s strategic pivot away from a heavy reliance on U.S. federal contracts toward a diversified global platform. He highlighted that the 50% revenue increase was largely powered by the launch of the new EV ARC module and the expansion of the company’s non‑EV product line into new international markets. Wheatley noted that the pause in federal fleet electrification has forced the company to accelerate its commercial and international growth, and that the company’s broadened portfolio now serves energy‑security, AI‑device, and defense‑industry customers.
Investors reacted positively to the announcement, with analysts noting that the strong sequential growth and diversified revenue mix signal a robust turnaround. The market’s enthusiasm was driven by the company’s ability to generate significant revenue outside its historical federal‑government base, a key risk factor that had weighed on the company in 2025. The results also reinforce Beam Global’s confidence in sustaining momentum into 2026, as management emphasized continued investment in high‑margin product lines and expansion into new geographic regions.
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