Amprius Technologies Reports Record Q4 Revenue, Expanding Adoption of Silicon Anode Batteries

Company highlights progress on NDAA compliance and defense contract expansion

Published on Mar. 6, 2026

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Amprius Technologies (NYSE:AMPX) executives reported record revenue in Q4 2025, driven by broad adoption of the company's second-generation silicon anode battery platform. They also discussed progress toward National Defense Authorization Act (NDAA) sourcing compliance and an expansion of the company's Defense Innovation Unit (DIU) contract.

Why it matters

Amprius' silicon anode battery technology offers significant performance advantages over conventional graphite-based lithium-ion cells, enabling longer runtimes and reduced weight for portable power applications. As the U.S. government implements new NDAA rules around defense supply chain sourcing, Amprius' efforts to ensure compliance and expand its defense contracts are critical to maintaining its competitive position.

The details

CEO Tom Stepien highlighted major customer wins for Amprius' SiCore silicon anode batteries, including Nokia Drone Networks, and said the company received a Best of Innovation award at CES for a 520 Wh/kg silicon anode lithium-ion battery. CFO Ricardo Rodriguez reported Q4 2025 revenue of $25.2 million, up 18% sequentially and more than 2.3x higher than the year-ago quarter. Gross margin improved to 24% in Q4, up from 15% in Q3, driven by growth in SiCore revenue globally.

  • Amprius received a Best of Innovation award at CES in early January 2026.
  • The updated NDAA, revised in December 2025, requires batteries used in DoD UAVs to meet new sourcing requirements by January 1, 2028.

The players

Amprius Technologies

A U.S.-based developer of high-energy-density lithium-ion batteries that leverage silicon anode technology to deliver performance levels beyond conventional graphite-based cells.

Tom Stepien

CEO of Amprius Technologies.

Ricardo Rodriguez

CFO of Amprius Technologies.

Nokia Drone Networks

A customer that has adopted Amprius' SiCore silicon anode batteries for its 'drone-in-a-box' system.

Defense Innovation Unit (DIU)

A U.S. Department of Defense organization that has expanded its contract with Amprius to $14.8 million to support prototyping and acceleration of NDAA-compliant SiCore pouch cells for military unmanned autonomous systems.

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What they’re saying

“2025 was a 'landmark year,' pointing to broad adoption of the company's second-generation SiCore silicon anode batteries across unmanned aerial vehicle (UAV) customers.”

— Tom Stepien, CEO

“Amprius' balanced cells provide both burst power for takeoff and sustained energy for longer missions.”

— Tom Stepien, CEO

“Amprius' 'scorecard' for component sourcing is now 11 out of 11, with internal SiCore components—including anode, cathode, electrolyte, separator, and additional elements—sourced from primary and secondary suppliers in NDAA-compliant countries.”

— Tom Stepien, CEO

What’s next

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The takeaway

Amprius' progress on NDAA compliance and expansion of its defense contracts demonstrate the company's ability to navigate evolving regulatory requirements and maintain its competitive edge in the high-performance battery market. The strong financial results, including record revenue and improved margins, further validate the company's technology and market positioning.