EVgo's management reports that NACS connector throughput has nearly doubled since deployment but remains below CCS throughput at comparable sites in Q4 2025, with expectations of continued rapid growth driven by strategic customer engagement and network expansion.
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Can management quantify the expected throughput ramp per NACS connector over 12 months versus CCS at comparable sites?
Analysis of Management’s Quantification of Throughput Ramp for NACS Connectors versus CCS at Comparable Sites
From the EVgo, Inc. Q4 2025 earnings transcript and related disclosures, management provides qualitative and some quantitative insights into the performance and expected throughput ramp of their new NACS (North American Charging Standard, referred to as "NAX" or "MAX") connectors relative to their existing CCS (Combined Charging System) stalls at comparable sites.
Current Throughput Status:
Customer Adoption and Market Addressability:
Expected Throughput Growth Drivers:
Quantitative Payback Metrics and Throughput Observations:
These suggest that, while NACS connectors start below CCS throughput, the doubling in throughput since deployment and investments in scale and customer outreach imply a steep ramp trajectory within the first year following installation.
The analysis confirms that EVgo’s management is aware of initially lower NACS throughput compared to CCS but is investing heavily and driving usage to close this gap rapidly over the next 12 months.
References:
This demonstrates a clear strategic approach and observable improving metrics, though a fully quantified numeric throughput ramp comparison for NACS vs CCS over exactly 12 months at comparable sites was not explicitly provided.
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