Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 1.42 · gapped above the open, then crossed back over prior close. High/low 1.47 at 1:30 pm ET, 1.41 at 11:15 am ET.
EVgo Inc. has 2 disclosed suppliers and 3 disclosed customers. Each one is named in an SEC filing, either EVgo Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of EVGO revenue | Skew |
|---|---|---|---|
| GMGM | 0.06% | 30.20% | 482× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“For the years ended December 31, 2025 and 2024, two vendors provided 91.4% and 87.9%, respectively, of our total charging equipment.”
$351M relationship
basisEVGO fy2025 · closed 2025-12 $384M
FILING10-K0001104659-26-024827cik 0001821159
“We had one customer that comprised 40.4% of our total net receivables as of December 31, 2025 and two customers that collectively comprised 41.7% of our total net receivables as of December 31, 2024.”
$155M relationship
basisEVGO fy2025 · closed 2025-12 $384M
FILING10-K0001104659-26-024827cik 0001821159
“For the years ended December 31, 2025 and 2024, one customer represented 30.2% and 33.5% of total revenue, respectively.”
$116M relationship482× more of EVGO’s book than GM’s
basisEVGO fy2025 · closed 2025-12 $384MGM fy2025 · closed 2025-12 $185B
FILING10-K0001104659-26-024827cik 0001821159
“Additionally, our charger management software platform was developed and is operated by Driivz.”
FILING10-K0001104659-26-024827cik 0001821159
“Pursuant to the Pilot Infrastructure Agreement, we are required to meet certain milestones over two biennial periods measured by the number of chargers installed and charger sites serviced, and the Pilot Company is required to make certain payments each month based on the progress of construction at each charger site and for each charger procured.”
FILING10-K0001104659-26-024827cik 0001821159
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EVgo Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Services-Automotive Repair, Services & Parking
EVGO (EVgo Inc.) has 2 disclosed suppliers and 3 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: GM +0.05%, in consumer.