Elsight Ltd. (ELS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 20, 2026

TBA (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

―

Last Year’s EPS

>-0.01

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 20, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a strongly positive operational inflection: exceptional 2025 revenue growth (11x YoY), profitability, a robust cash balance ($59M), a large confirmed order book ($22M backlog, 96% of prior-year revenue), meaningful design-win breadth and demonstrable pipeline-to-revenue conversion. Management articulated a clear go-to-market and product expansion plan (connectivity → mission stack) and highlighted scalable manufacturing and improving software margins (82% → 90% on software). Key near-term risks include a still-small recurring revenue base (ARR $2.6M), pipeline adjustments, supply-chain/component-cost pressures, and execution dependency on defense program outcomes (e.g., DIU Phase 3) and SAM expansion. Overall, the positives on revenue, cash, profitability, and conversion discipline materially outweigh the noted risks, which are largely execution and timing related rather than structural weaknesses.

Company Guidance

The company’s guidance is execution-focused: having hit roughly $23M revenue in FY2025 (an 11x increase vs. 2024) and achieved profitability, Elsight starts 2026 with $22M of confirmed orders (≈96% of FY‑25 revenue) and 40% upfront cash already received, ending FY‑25 with $59M cash; management expects material ARR growth (2025 recurring services were $2.6M) and higher margins as software mix increases (software margin rose from ~82% to ~90%, overall gross margin cited at ~77% and expected to expand). Pipeline discipline continues—current cumulative pipeline $137M (down from $157M after converting ~$10M to revenue) with 92 design‑win customers in 2025 (>110 total), 500,000 flight/drive hours of data, and an ambition to cover tens of thousands of drones by end‑2026. Key program timing: DIU Project G.I. Phase 3 is funded and due to conclude end‑March with potential procurement revenue flowing roughly a quarter later (late Q2/into Q3); SAM is shown expanding from a $250M core today toward multi‑billion figures ($5B by 2026, $10B by 2028). Operationally, manufacturing is contract‑manufactured (scales ahead of demand) with a US production batch planned in H1 to avoid tariff exposure.

Record Revenue Growth and Profitability

Full-year 2025 revenue of approximately $23 million, representing an 11x year-over-year increase (≈1000% YoY). Company reported it reached profitability in 2025.

Strong Cash Position and Backlog

Ended 2025 with $59 million in cash. Entering 2026 with $22 million in confirmed orders (backlog), which is ~96% of 2025 revenue; 40% of those new contracts were received upfront and already recorded in cash.

Pipeline Conversion and Active Opportunities

Cumulative pipeline of $137 million (down from $157 million previously). Management converted approximately $10 million of pipeline into recognized revenue during Q4, emphasizing execution and funnel conversion discipline.

Recurring Revenue Base and Growth Trajectory

Recurring services (Elsight Cloud and related services) generated $2.6 million in 2025, representing ~11% of 2025 revenue. Management expects ARR to grow materially in 2026 as deployments and recognition ramp.

High Margins with Improving Software Mix

Company reported high gross margins (analyst remark ~77%); software-margin metrics improved from ~82% to ~90% quarter-over-quarter on the software stack. Management expects margins to expand further as software/recurring mix grows.

Broad Customer Footprint and Design Wins

Revenue in 2025 came from 92 different design-win customers (over 110 total design-win partners to date), demonstrating broad OEM engagement and multiple routes to future volume.

Manufacturing Model Supports Rapid Scale

Use of contract manufacturers and geographically distributed production enables scalable hardware output without capital-intensive factories; management reports capacity is currently sufficient with simple manufacturing designs and planned local U.S. production to mitigate tariffs.

Progress on U.S. DIU Project G.I. (Phase 3)

Elsight is one of six companies in Phase 3 of Project G.I.; Phase 3 is funded, in-field testing is underway, expected to conclude by end of March with potential procurement revenue roughly a quarter after conclusion (management expects revenue from the project later in 2026).

Serviceable Addressable Market (SAM) Expansion Thesis

Management presented a staged SAM expansion: current SAM cited at ~$250 million (core connectivity), moving to multibillion-range as capabilities (positioning, autonomy, video), geographies and domains (air/land/maritime) expand. Slide targets cited $5 billion in 2026 and $10 billion by 2028 for expanded SAM.

Elsight Ltd. (AU:ELS) 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

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AU:ELS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 20, 2026	2026 (Q2)	- / -	-0.007	―	―	―
Feb 20, 2026	2025 (Q4)	- / 0.06	-0.022	390.91% (+0.09)	―	―
Aug 24, 2025	2025 (Q2)	- / >-0.01	-0.017	58.82% (+0.01)	―	―
Feb 10, 2025	2024 (Q4)	- / -0.02	-0.018	-22.22% (>-0.01)	―	―
Aug 28, 2024	2024 (Q2)	- / -	-0.019	―	―	―
Feb 22, 2024	2023 (Q4)	- / -0.02	-0.02	10.00% (<+0.01)	―	―
Aug 27, 2023	2023 (Q2)	- / -0.02	-0.022	13.64% (<+0.01)	―	―
Feb 26, 2023	2022 (Q4)	- / -0.02	-0.028	28.57% (<+0.01)	―	―
Aug 24, 2022	2022 (Q2)	- / -0.02	-0.032	31.25% (+0.01)	―	―
Feb 25, 2022	2021 (Q4)	- / -0.03	-0.026	-7.69% (>-0.01)	―	―

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

AU:ELS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 20, 2026	AU$3.76	AU$3.54	-5.85%
Feb 10, 2025	AU$0.40	AU$0.40	0.00%
Aug 28, 2024	AU$0.33	AU$0.36	+9.09%
Feb 22, 2024	AU$0.34	AU$0.35	+2.94%

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 Elsight Ltd. (AU:ELS) report earnings?

Elsight Ltd. (AU:ELS) is schdueled to report earning on Aug 20, 2026, TBA (Confirmed).

What is Elsight Ltd. (AU:ELS) earnings time?

Elsight Ltd. (AU:ELS) earnings time is at Aug 20, 2026, TBA (Confirmed).

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What is the P/E ratio of Elsight Ltd. stock?

The P/E ratio of Elsight Ltd. is N/A.

What is AU:ELS EPS forecast?

Currently, no data Available