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Earnings Data
Report Date
Aug 20, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
>-0.01Same Quarter Last Year
Moderate Buy
Based on 2 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
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.
AU:ELS 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
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).
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 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