Acorn Energy (ACFN)
NASDAQ:ACFN
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.19Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple clear positives — record revenue, substantial recurring monitoring revenue growth (22%), stronger margins (up 400 bps), doubled operating cash flow (+131%), improved cash position, new product launches, and a strategically significant AIO partnership that could materially expand addressable markets. The primary negatives were timing‑related headwinds: an 8% decline in hardware revenue driven by delivery timing and a $885K reduction in deferred revenue amortization (–48% vs prior year) that depressed reported revenue, a lower EPS year driven by smaller tax benefits, a near‑term residential demand slowdown, and uncertainty/timing around AIO and large OEM/C&I wins. Overall, the positives (recurring revenue growth, margin expansion, cash generation, product and partnership initiatives) meaningfully outweigh the timing and execution risks highlighted.Company Guidance
Record Revenue and Continued Profitability
Total revenue rose 4.5% to $11,478,000 in 2025; company achieved record revenue and its third straight year of profitability.
Strong Monitoring Revenue Growth
High‑margin monitoring revenue grew 22% year‑over‑year driven by expansion of the installed base of remote monitoring endpoints; monitoring achieved a 95% gross margin in 2025.
Improved Overall Gross Margin
Overall gross margin improved to 76.8% from 72.8%, an increase of 400 basis points, reflecting a higher mix of monitoring revenue and hardware margin improvements from next‑generation products.
Material Cash Flow and Cash Position Improvement
Operating cash flow more than doubled to $2.09 million in 2025, a 131% increase year‑over‑year; year‑end cash increased by $2.1 million to $4.45 million and cash was $4.131 million as of March 3, 2026; the company remains debt‑free.
Deferred Revenue Headwind Nearing Conclusion
Revenue from amortization of deferred hardware dropped to $956,000 in 2025 (a 48% decrease vs $1.84M in 2024) due to runoff of prior deferred sales; remaining deferred hardware revenue balance of $168,000 is expected to be fully amortized by August 2026, ending this noncash headwind.
New Product Launches and R&D Investment
Launched next‑generation residential (Omni) and commercial (OmniPro) generator monitors and an enhanced RADEX product for pipelines; design improvements reduce installation time and service costs and support growth in 2026+.
Strategic AIO Partnership Expands Addressable Market
Secured exclusive North American rights to AIO's proven monitoring/control suite (110,000+ sites historically); expected average sale of OmniMetrix‑labeled AIO products estimated at ~5–6x current average Omni sale; first demo unit targeted by month-end; revenues expected beginning in second half of 2026.
Long‑Term Growth and Margin Targets
Management targets ~20% average annual revenue growth over the next 3–5 years and expects roughly 50% of each incremental revenue dollar from existing business to flow through to operating income.
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 |
|---|---|---|---|
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% |
May 08, 2025 | $17.25 | $17.85 | +3.48% |
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 May 07, 2026, After Close (Confirmed).
What is Acorn Energy (ACFN) earnings time?
Acorn Energy (ACFN) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ACFN EPS forecast?
Currently, no data Available