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Geospace Technologies (GEOS)
NASDAQ:GEOS
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.77Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of significant near-term challenges and clear future opportunities. Near-term results were weak: consolidated revenue fell ~31% YoY to $25.6M and the company swung to a $9.8M net loss, driven by lower segment demand, seasonal timing, and macro cost pressures. Offsetting these negatives are material future catalysts and strategic actions: a large ~$90M PRM contract that should begin contributing in Q3, recent Pioneer equipment sales, the GeoVox acquisition with a subscription model and early customer traction, and a conservative capital posture (limited capex, owned real estate). Overall, the issues are material in the short term, but management highlighted multi-quarter contract revenue and pipeline opportunities that could improve performance going forward.Company Guidance
Large Permanent Reservoir Monitoring (PRM) Contract (~$90M)
Company announced a previously awarded PRM contract with a total value in the "$90-ish million" range. Majority of revenue is goods; revenue recognition expected to begin in Q3 FY2026 and continue through Q1 FY2027 under an over-time/percentage-completion model, providing a multi-quarter revenue catalyst.
Pioneer Land Node Sales Included in Q1 Revenue
Energy Solutions revenue included $10.6M of Pioneer and related equipment for an order to Dawson Geophysical (announced Aug 2025), demonstrating ongoing market interest in the Pioneer land node solution.
GeoVox Acquisition and New Recurring Revenue Model
Acquired GeoVox Security (heartbeat detection tech license). Company has launched a monthly subscription model, begun shipping units this quarter, expects a couple hundred units this year, reports customer interest exceeding historical levels, and sees a sizable addressable market ("thousands"), including potential for 1,000+ units at U.S. border crossings.
Maintained Conservative Financial Discipline and Asset Base
Management emphasized capital discipline: FY2026 capex budget of $5M, no planned additions to the rental fleet, ownership of unencumbered domestic and international real estate, and working capital of $52.2M (including $25.4M trade accounts & financing receivables).
Intelligent Industrial Segment Poised for Recurring Revenue Growth
Intelligent Industrial continues to produce steady predictable revenue from sensors, imaging and contract manufacturing. GeoVox subscription model and increased contract manufacturing demand position the segment for growth in 2026 and beyond.
GEOS 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
GEOS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $16.00 | $9.36 | -41.50% |
Nov 20, 2025 | $17.28 | $12.80 | -25.93% |
Aug 07, 2025 | $17.32 | $14.49 | -16.34% |
May 08, 2025 | $6.66 | $6.03 | -9.46% |
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 Geospace Technologies (GEOS) report earnings?
Geospace Technologies (GEOS) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Geospace Technologies (GEOS) earnings time?
Geospace Technologies (GEOS) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GEOS EPS forecast?
Currently, no data Available