# EVgo Q3 2026 Earnings Shift

> EVgo reports 19th straight quarter of double-digit charging revenue growth with 70% of network upgraded to 350-kilowatt stations.
- Title: EVgo Q3 2026 Earnings Shift · The Motley Fool | Shortify
- Summary: EVgo reports 19th straight quarter of double-digit charging revenue growth with 70% of network upgraded to 350-kilowatt stations.
- Keywords: evgo, nacs, charging network, 350-kilowatt, 750-kilowatt, q3 2026, charging revenue, evgo supercharger, extend business, adjusted ebitda, The Motley Fool
- Source: The Motley Fool — https://fool.com/earnings/call-transcripts/2026/11/09/evgo-evgo-q3-2026-earnings-call-transcript
- Author: Motley Fool Transcribing
- Published: 2026-11-09T18:08:57+00:00
- Read time: 1 min
- Topics: evgo, nacs, charging network, 350-kilowatt, 750-kilowatt, q3 2026, charging revenue, evgo supercharger, extend business, adjusted ebitda, finance, money
## Q3 2026 Results
Charging network revenue grew 29% to $72 million, marking 19th consecutive quarter of double-digit year-over-year growth.
## Network Expansion
5,530 stalls in operation, a 20% increase from 4,590 stalls at end of Q3 2025.
## Customer Growth
1.9 million customer accounts added over 95,000 new accounts during quarter.
## NACS Transition
290 NACS stalls operational, 9% of public network throughput, doubling from prior year.
## Charging Performance
Daily throughput per stall at 283-kilowatt hours, 4% decrease from prior year.
## Revenue Breakdown
Total revenue $91 million, 1% decrease from $92 million in prior year due to lower construction revenue.
## Gross Margin
Charging network gross margin 39.0%, 380-basis point increase from prior year.
## Adjusted EBITDA
Loss of $3.5 million, improvement from $5 million loss in Q3 2025.
## Liquidity
Total available liquidity $787 million as of Sept 30, $167.5 million cash plus $620 million debt capacity.
## 2026 Guidance
2026 revenue guidance $375 million to $400 million, updated from previous targets.
## Stall Deployment
2026 stall deployment guidance 1,075 to 1,275 new stalls including 600-750 public-owned stalls.
## NACS Performance
NACS stalls deliver 35% higher charge rate than CCS stalls during Q3 2026.
## EVgo Supercharger
First EVgo Supercharger site opened in Chicago with Tesla partnership.
## Site Partnerships
Expanded partnerships with Brixmor and Regency Centers to add over 900 new fast chargers.
## Next-Gen Architecture
Next-generation 750-kilowatt charging architecture with dynamic power sharing expected in 2027.
## Cost Reduction
Targeting 15% reduction in adjusted G&A by 2027 through headcount management and AI-driven efficiencies.
## Key takeaway

EVgo's charging network revenue grew 29% to $72 million in Q3 2026 as it transitions to NACS standards and 750-kilowatt charging architecture.