Workhorse Inventory Slips As Merger With Motiv Sparks Dilution Considerations

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Workhorse Group (NASDAQ:WKHS) inventory is buying and selling decrease on Friday regardless of upbeat second-quarter outcomes and its Motiv Electrical Vans merger deal.

The corporate reported second-quarter gross sales of $5.7 million, up by 573.0% year-over-year, topping the analyst consensus estimate of $2.3 million.

Nonetheless, it struggled for profitability, reporting quarterly EPS lack of $1.67, beating the analyst consensus estimate lack of $3.98.

Additionally Learn: Workhorse Inventory Jumps After Reviving Merger Talks With Electrical Automobile Maker

Price of gross sales rose 78.8% to $13.1 million. Loss from operations improved to $(14.5) million from $(20.5) million a 12 months in the past.

As of June 30, 2025, the corporate held $2.2 million in money and equivalents.

Workhorse CEO Rick Dauch famous the corporate shipped a document 32 vehicles within the quarter, fueled by the robust efficiency of its W56 step vans.

Dauch mentioned the corporate additionally reached an settlement to merge with Motiv Electrical Vans to kind a number one North American medium-duty electrical truck OEM.

Workhorse and Motiv Electrical Vans signed a definitive all-stock merger settlement to kind a number one North American medium-duty electrical truck OEM valued at roughly $105 million.

View extra earnings on WKHS

Below the deal, Motiv’s controlling investor will personal about 62.5% of the mixed firm, Workhorse shareholders will maintain roughly 26.5%, and Workhorse’s senior secured lender could have rights to about 11% on a completely diluted foundation, all topic to changes and future dilution.

Workhorse merged a newly created subsidiary with Motiv in change for newly issued Workhorse frequent shares. Sure Motiv stockholders who held its debt agreed to cancel these obligations in change for Workhorse fairness.

Alongside the merger, Workhorse accomplished a $20 million sale-leaseback of its Union Metropolis, Indiana, manufacturing plant and secured $5 million in convertible observe financing from entities tied to Motiv’s controlling investor, offering near-term liquidity and enabling partial debt compensation.

At closing, Workhorse will repay or cancel all remaining obligations to its senior secured lender, leaving solely the $5 million secured convertible observe held by Motiv’s controlling investor, which might convert to fairness in a post-closing financing.

Motiv’s controlling investor additionally dedicated to supply $20 million in debt financing at closing, $10 million through a revolving credit score facility and $10 million in an ABL facility for manufacturing prices tied to confirmed orders.

The mixed firm plans to increase its Class 4-6 truck lineup, leverage scale to decrease unit prices, and pursue further fairness financing to help strategic execution.

Motiv CEO Scott Griffith will lead the mixed firm, whereas Workhorse CEO Rick Dauch might be an advisor. The transaction, pending shareholder and customary approvals, is anticipated to shut within the fourth quarter of 2025.

Workhorse inventory plunged 81% year-to-date as its monetary troubles, weak gross sales, and the chance of shareholder dilution from a deliberate merger weighed on traders.

WKHS Value Motion: Workhorse shares have been buying and selling decrease by 2.82% to $1.72 finally test Friday.

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