Gauzy

Market position

Gauzy describes itself as a global leader in vision and light control solutions with established leadership positions in the architectural and mobility markets it serves, and cites serial production programs with aerospace, automotive and architecture companies. It is classified publicly in the Technology sector, Electronic Components industry, and its listed market capitalization was approximately $10-11 million in August 2026, with a share price of $0.4510 and declines of roughly 91% over one year and 97% over five years. [2][3]

Gauzy emphasizes full vertical integration across chemistry, materials, electronics, software and finished-component manufacturing, enabling it to supply at multiple points in the value chain; a comparatively broad product range spanning light control and vision control; ESG-linked benefits such as energy savings, EV range extension and improved aerodynamics; and established serial production qualification with aerospace, automotive and architecture customers, including FAA-compliant aeronautics shading systems. [0][2]

Technology

Core technologies include nanotechnology-based light control materials — suspended particle device and liquid crystal formulations and films branded LCG — plus electronics and control systems for switchable glazing, and vision control systems built on mechatronics and AI-powered image analysis for ADAS and CMS programs. Supporting competencies include molecular synthesis and formulation development, precision coating and lamination, and composite and forming for aeronautics, marine and helicopter components. Company materials state that replacing sideview mirrors with camera monitoring systems can improve fuel economy by up to 4%, that active light control materials reduce automotive air-conditioning demand and extend EV range, and cite a 40% reduction in bus-accident-related costs over an 18-month period. [0][1][2]

Go-to-market

Gauzy combines direct fulfillment with a partner network: a trained and certified distribution channel covering over 30 countries (with press releases citing customers in over 60 countries), more than 70 glass fabrication partners in architecture, direct relationships with automotive OEMs and Tier 1 suppliers, and aeronautics sales through OEMs, airlines, MROs and completion centers. It also runs training and certification programs for glass professionals and maintains a regional sales manager directory. [0][1][2][4][6]

Architects, designers, contractors, glaziers and partition companies in commercial, retail, residential, healthcare and hospitality construction; passenger and commercial vehicle OEMs and Tier 1 suppliers, including railway, agricultural, construction and marine vehicles; bus, coach, recreational and specialty vehicle operators; and commercial and business aircraft and helicopter OEMs, airlines, MROs and completion centers. [0][2][3]

Geography

Headquarters in Tel Aviv-Yafo, Israel, with production facilities in Israel, Germany, France and the United States and sales, marketing and fulfillment centers in ten additional cities. Listed locations include Sulz am Neckar, Germany; Brignais and Lyon, France; Plano/Dallas, Texas; Salt Lake City, Utah; North Miami Beach and Melbourne, Florida; Terrebonne, Quebec and Canada; Shanghai, Beijing, Guangzhou and Changsha, China; Seoul, Korea; Singapore; and Dubai, UAE. Distribution reaches over 30 countries per the website, and over 60 countries per December 2025 press releases. [0][1][2][4][6]

History

The company was incorporated in 2009 and is based in Tel Aviv-Yafo, Israel. It expanded internationally through subsidiaries and acquisitions, including the French company Vision Systems, acquired in 2022 and now operating as Gauzy Aeronautics and Gauzy Safety Tech in Brignais/Lyon, France, with a related U.S. entity, Gauzy Aeronautics (VSNA), in Melbourne, Florida. Gauzy became publicly traded on Nasdaq under the ticker GAUZ. Recent corporate history has been marked by financing and listing-compliance actions: a Nasdaq notice on board composition requirements and management and board changes (early 2026 and December 2025), a $12 million private financing in December 2025, a Nasdaq minimum bid price deficiency notice, a call for public tenders for buyers or investors, and a Nasdaq notice regarding a delayed Form 20-F annual report. [2][3][4][5][6][7]

Risks & controversies

Certain French subsidiaries were involuntarily placed into insolvency proceedings; Gauzy funded them with nearly $8 million and the subsidiaries appealed to the French Commercial Court of Lyon. The company has received multiple Nasdaq notices — on board composition requirements, minimum bid price deficiency, and delayed filing of its Form 20-F annual report — and has initiated a call for public tenders for buyers or investors. Its shares fell roughly 91% over one year and 97% over five years, with total cash of about $1.24 million and total debt/equity of about 354% at the most recent reported quarter. Company risk disclosures cite its status as an early growth-stage company with a history of losses and expected continued significant losses, dependence on winning OEM and Tier 1 production programs, need to raise additional capital, exposure to high repair and replacement costs, and difficulty forecasting supply, demand and manufacturing requirements. Two directors stepped down in December 2025. [3][5][6]