The call highlighted strong revenue growth and a robust backlog, driven by the Puerto Rico project and a growing software pipeline. However, challenges such as delayed software bookings, reduced gross margins, and significant operating losses were also noted. Cost reductions and ongoing project developments are positive, but financial metrics indicate ongoing challenges.

Company Guidance

During the Genasys Inc. Fiscal Third Quarter 2025 Conference Call, the company provided several key metrics indicating its financial and operational performance. Total revenues for the quarter were $9.9 million, reflecting a 42% sequential and 38% year-over-year increase, with $4.3 million attributed to the Puerto Rico early warning system project. The company's backlog reached over $60 million by the end of June, supported by strong international and domestic LRAD bookings. Although there was a slowdown in software bookings due to a temporary funding freeze affecting over $2 billion in state and local agency funding, Genasys' software pipeline reached an all-time high. The company implemented cost-saving measures, including a targeted headcount reduction, projected to save $2.5 million annually. The CROWS-AHD program is expected to generate $8 million to $8.5 million in purchase orders, contributing to future revenue. Lastly, Genasys reported a 26.3% gross profit margin for the quarter, down from previous periods due to factors such as percentage of completion accounting and higher tariff costs. Despite these challenges, Genasys anticipates improved margins and cash flow as the Puerto Rico project advances.

Significant Revenue Growth

Total revenues for the third quarter were $9.9 million, reflecting a 42% sequential increase and a 38% year-over-year increase, driven by a $4.3 million contribution from the Puerto Rico project.

Record Software Pipeline

Genasys' software pipeline is at an all-time high, expanding rapidly due to increased awareness and sales efforts, with significant growth noted east of the Rocky Mountains.

Strong Backlog

Genasys reported a 12-month backlog of over $60 million, excluding additional contributions from Puerto Rico and CROWS projects.

CROWS Contract Progress

An $8 million to $8.5 million purchase order for the CROWS-AHD effort is being finalized, promising continued revenue from this initiative.

Cost Reductions

A targeted headcount reduction is expected to save $2.5 million annually, reflecting disciplined cost management.

Genasys (GNSS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GNSS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 15, 2025	2025 (Q4)	-0.03 / -	-0.158	―	―	―
Aug 14, 2025	2025 (Q3)	-0.10 / -0.13	-0.151	13.91% (+0.02)	―
May 13, 2025	2025 (Q2)	-0.13 / -0.14	-0.16	15.62% (+0.02)	―
Feb 11, 2025	2025 (Q1)	-0.16 / -0.12	-0.16	23.13% (+0.04)	―
Dec 09, 2024	2024 (Q4)	-0.11 / -0.16	-0.07	-125.71% (-0.09)	―
Aug 06, 2024	2024 (Q3)	-0.14 / -0.15	-0.041	-268.29% (-0.11)	―
May 14, 2024	2024 (Q2)	-0.14 / -0.16	-0.09	-77.78% (-0.07)	―
Feb 13, 2024	2024 (Q1)	-0.10 / -0.16	-0.1	-60.00% (-0.06)	―
Dec 07, 2023	2023 (Q4)	-0.08 / -0.07	-0.38	81.58% (+0.31)	―
Aug 10, 2023	2023 (Q3)	-0.05 / -0.04	-0.021	-95.24% (-0.02)	―

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

GNSS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$1.64	$1.85	+12.80%
May 13, 2025	$1.76	$1.61	-8.52%
Feb 11, 2025	$2.91	$3.53	+21.31%
Dec 09, 2024	$3.95	$3.16	-20.00%

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 Genasys (GNSS) report earnings?

Genasys (GNSS) is schdueled to report earning on Dec 15, 2025, After Close (Confirmed).

What is Genasys (GNSS) earnings time?

Genasys (GNSS) earnings time is at Dec 15, 2025, 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 GNSS EPS forecast?

GNSS EPS forecast for the fiscal quarter 2025 (Q4) is -0.03.

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