SES AI Corp.
- SES · NYSE
- Miscellaneous Electrical Machinery, Equipment & Supplies
- Woburn, MA
- 215 employees
- CIK 0001819142
Updated from SEC filings through
Top things to know
Executives
- Qichao Hu CEO & CHAIRMAN 4, 2026-05-20
- Yi Ray Liu CHIEF FINANCIAL OFFICER 4, 2026-05-20
- Jing Nealis CHIEF FINANCIAL OFFICER 4, 2026-04-16
- Kang Xu CHIEF TECHNOLOGY OFFICER 4, 2026-09-03
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Kyle Pilkington CHIEF LEGAL OFFICER 4, 2026-05-27 - Hong Gan CHIEF SCIENCE OFFICER 4, 2026-04-16
SES AI Corp is a U.S. public company in miscellaneous electrical machinery, equipment & supplies (SIC 3690), headquartered in Woburn, MA. It trades as SES on NYSE. Revenue was $21.0M in the fiscal year ending December 31, 2025, +929.4% from the year before. It reported about 215 employees. Qichao Hu is CEO & CHAIRMAN.
Five-year financials
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $21.0M 10-K, 2026-03-04 | $2.0M 10-K, 2026-03-04 | Not on file | Not on file | Not on file |
| Operating income | -$82.6M 10-K, 2026-03-04 | -$109M 10-K, 2026-03-04 | -$78.2M 10-K, 2025-02-28 | -$79.6M 10-K, 2024-02-27 | -$32.0M 10-K, 2024-02-27 |
| SG&A | $26.9M 10-K, 2026-03-04 | $38.4M 10-K, 2026-03-04 | $47.5M 10-K, 2025-02-28 | $51.6M 10-K, 2024-02-27 | $16.5M 10-K, 2024-02-27 |
| Net income | -$73.0M 10-K, 2026-03-04 | -$100M 10-K, 2026-03-04 | -$53.4M 10-K, 2025-02-28 | -$51.0M 10-K, 2024-02-27 | -$31.3M 10-K, 2024-02-27 |
Annual figures from XBRL in each company's own filings. Click a figure to open the filing. SG&A marked derived is general and administrative plus selling and marketing.
Leadership and board
| Name | Title | Source |
|---|---|---|
| Qichao Hu CEO at SES AI | CEO & CHAIRMAN | 4, 2026-05-20 |
| Yi Ray Liu | CHIEF FINANCIAL OFFICER | 4, 2026-05-20 |
| Jing Nealis | CHIEF FINANCIAL OFFICER | 4, 2026-04-16 |
| Kang Xu | CHIEF TECHNOLOGY OFFICER | 4, 2026-09-03 |
| Kyle Pilkington Chief Legal Officer at SES | CHIEF LEGAL OFFICER | 4, 2026-05-27 |
| Hong Gan | CHIEF SCIENCE OFFICER | 4, 2026-04-16 |
| Paul Diemer | Class II director | 8-K, 2026-08-11 |
| Andrew Boyd | Director | 10-K, 2026-03-04 |
| Eric Luo | Director | 10-K, 2026-03-04 |
| Jiong Ma | Director | 10-K, 2026-03-04 |
What SES AI Corp does
We are a leading developer and manufacturer of high-performance, AI-enhanced Lithium-Metal (“Li-Metal”) and Lithium-ion (“Li-ion”) rechargeable battery technologies and battery materials for Energy Storage Systems (“ESS”), Urban Air Mobility (“UAM”), drones, robotics, electric vehicles (“EVs”), and other applications. The Company’s mission is to accelerate the world’s energy transition through material discovery and battery management.
Item 1. Business, 10-K for the year ending December 31, 2025
Shares and governance
| Public float | $279M (as of June 30, 2025) | 10-K/A, April 30, 2026 |
|---|---|---|
| Reportable segments | 1 (period ending June 30, 2026) | 10-Q, August 11, 2026 |
| Latest proxy statement | Meeting December 10, 2026 (filed October 27, 2026) | DEF 14A, October 27, 2026 |
| Auditor | Grant Thornton LLP (Boston, Massachusetts) | Latest 10-K |
Insider trades
Open-market buys and sales by officers and directors, from Forms 4 and 5. One row per filing.
| Date | Insider | Trade | Shares | Value | Source |
|---|---|---|---|---|---|
| May 22, 2026 | Kyle Pilkington CHIEF LEGAL OFFICER | Sale | 25,000 | $30K | Form 4, May 27, 2026 |
| March 9, 2026 | Kyle Pilkington CHIEF LEGAL OFFICER | Sale | 25,000 | $30K | Form 4, March 11, 2026 |
| January 23, 2026 | Hong Gan CHIEF SCIENCE OFFICER | Sale | 250,000 | $625K | Form 4, January 23, 2026 |
| December 15, 2025 | Hong Gan CHIEF SCIENCE OFFICER | Sale | 100,000 | $198K | Form 4, December 16, 2025 |
| November 17, 2025 | Hong Gan CHIEF SCIENCE OFFICER | Sale | 150,000 | $285K | Form 4, November 18, 2025 |
Recent 8-K events
- 8-K filed 2026-08-14
- Item 3.01 Notice of delisting or failure to meet listing standards
- 8-K filed 2026-08-11
- Item 2.02 Results of operations and financial condition (earnings release)
- Item 5.02 Departure or appointment of directors or officers; compensation
- 8-K filed 2026-07-20
- Item 3.01 Notice of delisting or failure to meet listing standards
- Item 7.01 Regulation FD disclosure
- 8-K filed 2026-04-23
- Item 2.02 Results of operations and financial condition (earnings release)
- Item 5.02 Departure or appointment of directors or officers; compensation
- Item 7.01 Regulation FD disclosure
- 8-K filed 2026-04-01
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2026-03-04
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2026-01-16
- Item 7.01 Regulation FD disclosure
- 8-K filed 2025-11-07
- Item 5.02 Departure or appointment of directors or officers; compensation
- 8-K filed 2025-11-05
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2025-10-03
- Item 5.07 Submission of matters to a vote of security holders
Frequently asked questions about SES AI Corp
- What does SES AI Corp do?
- In its own words, from Item 1 of its 10-K: "We are a leading developer and manufacturer of high-performance, AI-enhanced Lithium-Metal (“Li-Metal”) and Lithium-ion (“Li-ion”) rechargeable battery technologies and battery materials for Energy Storage Systems (“ESS”), Urban Air Mobility (“UAM”), drones, robotics, electric vehicles (“EVs”), and other applications. The Company’s mission is to accelerate the world’s energy transition through material discovery and battery management."
- What is SES AI Corp's revenue?
- $21.0M for the fiscal year ending December 31, 2025, from its 10-K filed March 4, 2026.
- Is SES AI Corp profitable?
- SES AI Corp reported net income of -$73.0M for the fiscal year ending December 31, 2025.
- How many employees does SES AI Corp have?
- About 215 as of December 31, 2025, as stated in its annual report.
- Who is the CEO of SES AI Corp?
- Qichao Hu, CEO & CHAIRMAN, as named in a 4 filed May 20, 2026.
- Who is the CFO of SES AI Corp?
- Yi Ray Liu, CHIEF FINANCIAL OFFICER, as named in a 4 filed May 20, 2026.
- Where is SES AI Corp headquartered?
- Woburn, MA.
- What is SES AI Corp's stock ticker?
- SES, SESCW on NYSE.
- What industry is SES AI Corp in?
- Miscellaneous Electrical Machinery, Equipment & Supplies, SIC code 3690.
- What is SES AI Corp's website?
- ses.ai.
- When does SES AI Corp report earnings next?
- November 12, 2026. Source: pg_earnings_events.
- Is SES AI Corp a public company?
- Yes. SES AI Corp files with the SEC under CIK 0001819142 and trades as SES.
- Who audits SES AI Corp?
- Grant Thornton LLP, Boston, Massachusetts, as named in its latest annual report (10-K).
- What is SES AI Corp's public float?
- $279M as of June 30, 2025, as reported on the cover of its 10-K/A filed April 30, 2026.
- How many business segments does SES AI Corp report?
- 1 reportable segment for the period ending June 30, 2026, from its 10-Q filed August 11, 2026.
- When is SES AI Corp's annual shareholder meeting?
- December 10, 2026, per its proxy statement (DEF 14A) filed October 27, 2026.
- Have SES AI Corp insiders traded stock recently?
- Since November 17, 2025, officers and directors reported 5 open-market sales worth about $1.2M and 0 purchases on Forms 4 and 5. The most recent: Kyle Pilkington (CHIEF LEGAL OFFICER) sold 25,000 shares on May 22, 2026.