Ascent Industries (ACNT)
NASDAQ:ACNT
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.23Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong structural progress: large margin expansion on a full-year basis, notable wins (including a >$10M program), improved liquidity (no debt, $57.6M cash), meaningful pipeline conversion, record new selling projects, and targeted cost reductions. These positive developments were tempered by near-term headwinds in Q4 — mix-driven margin compression, a Q4 adjusted EBITDA loss, a full-year revenue decline of 7.2% and a significant demand contraction (17.7%) — driven by end-market softness and short-term seasonality. Management framed the weakness as timing/mix related and highlighted durable improvements to the operating platform, R&D-driven wins, and actions to protect long-term margin integrity. Overall, the balance of evidence points to meaningful structural improvement and a positive outlook for 2026 as the business scales into higher-margin programs, despite short-term variability.Company Guidance
Material Full-Year Margin and Profit Improvement
Gross margin expanded nearly 1,000 basis points year-over-year; gross profit increased 61% (full year). Adjusted EBITDA improved by more than $4.0 million year-over-year despite operating on approximately 7% lower revenue (company statement).
Strong Balance Sheet and Liquidity
Ended the year with $57.6 million of cash, no debt, and $11.4 million of incremental revolver availability; cash conversion cycle improved to 61 days. Also repurchased ~7% of outstanding shares.
Large New Commercial Program
Secured a significant new program expected to generate more than $10 million of incremental annualized revenue (company guidance); management expects it to reach full run rate early in Q2 2026.
Q4 Wins, Pipeline Conversion and R&D-Driven Growth
Q4 pipeline conversion reached 25%. Won 38 projects across 23 customers with an average sales cycle of 2.9 months, generating commitments of $9.4 million of annualized revenue. Approximately 95% of Q4 wins were driven or enabled by R&D; many wins carry margins in excess of 40%.
Record New Selling Projects and Demand-Generation Improvements
Added a record $43.4 million of new selling projects in Q4 and sunsetted $40.8 million. After modernizing the digital strategy, website traffic increased 218% and contact submissions rose 122% within weeks.
Cost Reductions and Efficient Capital Deployment
Removed more than $5.0 million of labor, overhead and other costs vs. 2024. Deployed ~ $435,000 to reactivate idle equipment (vs. ~ $3.7 million cost of new investment), prioritizing capability improvements over major capex.
Quarterly Revenue and Shipments Uptick
Net sales increased 4% in the quarter, supported by a 6% lift in shipments as several higher-throughput programs ramped.
ACNT 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
ACNT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | $17.38 | $13.80 | -20.60% |
Nov 04, 2025 | $11.97 | $12.54 | +4.76% |
Aug 06, 2025 | $13.07 | $12.96 | -0.84% |
May 12, 2025 | $12.82 | $11.90 | -7.18% |
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 Ascent Industries (ACNT) report earnings?
Ascent Industries (ACNT) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Ascent Industries (ACNT) earnings time?
Ascent Industries (ACNT) earnings time is at May 12, 2026, Before Open (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 ACNT EPS forecast?
Currently, no data Available