Acorn Energy (ACFN)
NASDAQ:ACFN
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.28Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of positive operational progress and near-term financial pressure. Positive elements include recurring monitoring revenue growth, a very high monitoring gross margin (94%), gross margin expansion to 80.2%, continued profitability at the OmniMetrix subsidiary ($395k operating income), a meaningful backlog ($3.269M with $2.934M expected in 12 months), a debt-free balance sheet with stable cash, ongoing deployment of next-generation products, and an exclusive AIO partnership with two live demo sites and outsized average sale potential (5x–6x). Negative or cautionary points include a 28.1% year-over-year revenue decline driven by a 55.7% drop in hardware revenue, a small consolidated net loss in Q1 2026 driven by higher noncash stock-based compensation, an 11.2% rise in operating expenses, modest operating cash flow ($53k), near-term uncertainty for IS revenues and potentially long sales cycles, and concentration/timing risk from the large customer contract. Overall, the positive operational momentum and growth initiatives are offset by meaningful near-term revenue and expense pressures, leaving the tone balanced.Company Guidance
Monitoring Revenue Growth and High Margins
Monitoring revenue increased 11.7% year-over-year to $1.417 million in Q1 2026 (a $148,000 increase). Monitoring carried a very high gross margin of 94% in the quarter, reflecting strong recurring, high-margin revenue expansion from the installed base of monitored endpoints.
Gross Margin Improvement
Consolidated gross margin expanded by 510 basis points to 80.2% in Q1 2026 from 75.1% in Q1 2025, driven by a higher mix of monitoring revenue and lower contribution from material contract hardware.
OmniMetrix Operating Profitability
OmniMetrix operating subsidiary remained profitable, delivering operating income of $395,000 in Q1 2026, demonstrating continued core operating profitability even in a seasonally low quarter.
AIO Partnership and Infrastructure Solutions (IS) Launch
Acquired exclusive North American commercialization and distribution rights to AIO products (effective Jan 1). Two AIO-based cell-tower demo sites are live (Atlanta) and company expects average AIO sale to be 5x–6x the average existing OmniMetrix sale, providing potentially meaningful revenue upside and product-suite expansion.
Backlog / Deferred Revenue Supports Near-Term Revenue
OmniMetrix deferred revenue (backlog) was $3.269 million at quarter end, of which $2.934 million is expected to be recognized within the next 12 months, providing visible near-term revenue coverage.
Conservative Balance Sheet — Debt-Free with Stable Cash
Company is debt-free and ended Q1 2026 with $4.257 million in cash (stable vs $4.454 million at year-end 2025) and net working capital of $6.024 million, supporting operations and the AIO rollout (including a $250,000 upfront payment).
Product and Technology Progress
Next-generation Omni and OmniPro generator monitors and RAD eX cathodic protection product built on the new OCOM proprietary communication core are being deployed in the field, reducing installation time and service costs and strengthening competitive positioning.
ACFN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ACFN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $19.35 | $16.76 | -13.39% |
Mar 05, 2026 | $21.72 | $18.32 | -15.65% |
Nov 06, 2025 | $23.00 | $14.20 | -38.26% |
Aug 07, 2025 | $29.62 | $30.16 | +1.82% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Acorn Energy (ACFN) report earnings?
Acorn Energy (ACFN) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Acorn Energy (ACFN) earnings time?
Acorn Energy (ACFN) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is ACFN EPS forecast?
Currently, no data Available