Rekor Systems (REKR)
NASDAQ:REKR
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Earnings Data
Report Date
May 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.1Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents meaningful operational progress and improving financial metrics: revenue growth (+5%), a large increase in remaining performance obligations (~+80%), recurring revenue growth (+6%), margin expansion to 56% (+7 pp), a 20% reduction in operating expenses, and a narrowed adjusted EBITDA loss with operating cash flow positive in Q4. These positives are tempered by a $3.8M noncash impairment, continued GAAP losses (adjusted EBITDA still negative $18.1M), and expected near-term one-time restructuring charges in 2026 as the company completes rightsizing. Management frames these trade-offs as necessary steps to build a scalable, higher-margin business and expects accelerated, profitable growth in the back half of 2026.Company Guidance
Revenue Growth
Total revenue of $48.5 million for fiscal 2025, a 5% increase versus $46.0 million in 2024, driven by growth across public safety and urban mobility businesses.
Strong Backlog / Remaining Performance Obligations
Remaining performance obligations reached $25.9 million as of Dec 31, 2025, a nearly 80% increase year-over-year, indicating strong momentum and visibility into future revenue.
Recurring Revenue Expansion
Recurring revenue of $23.9 million in 2025, up 6% year-over-year and representing roughly a 50/50 split of recurring versus equipment revenue, reflecting progress toward a higher-quality revenue mix.
Improved Margins
Adjusted/gross margin improved to 56% in 2025 from 49% in 2024 (a +7 percentage-point increase), driven by a greater share of high-margin software sales and operational efficiencies.
Operating Expense Reductions
Total operating expenses (ex. depreciation, amortization and asset impairment) declined 20% year-over-year, a reduction of $11.4 million, reflecting disciplined cost containment and rightsizing.
Adjusted EBITDA and Profitability Trajectory
Adjusted EBITDA loss narrowed to $18.1 million in 2025, an $11.0 million improvement (38%) versus 2024; adjusted EBITDA loss improved from $13.1 million in H1 to $5.0 million in H2 2025, showing meaningful sequential improvement.
Operating Cash Flow Positivity in Q4
Achieved operating cash flow positivity in Q4 2025, identified as a critical inflection point and evidence of the model moving toward sustainability.
Strategic Initiatives and Product Focus
Onshoring engineering efforts and productization reduced cycle times and improved customer responsiveness; launched Rekor Labs (deep-fake detection) and completed major integration work from prior acquisitions, positioning the company to scale in 2026.
REKR 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
REKR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 31, 2026 | $0.82 | $0.75 | -8.54% |
Nov 13, 2025 | $2.04 | $2.14 | +4.90% |
Aug 12, 2025 | $1.11 | $1.16 | +4.50% |
May 14, 2025 | $1.02 | $1.03 | +0.98% |
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 Rekor Systems (REKR) report earnings?
Rekor Systems (REKR) is schdueled to report earning on May 20, 2026, Before Open (Confirmed).
What is Rekor Systems (REKR) earnings time?
Rekor Systems (REKR) earnings time is at May 20, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is REKR EPS forecast?
Currently, no data Available