CSP Inc (CSPI)
NASDAQ:CSPI
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Earnings Data
Report Date
Aug 18, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
―Last Year’s EPS
-0.03Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed cautious optimism: meaningful commercial traction for AZT Protect (60+ customers, doubled land-and-expand orders, large multisite cement agreement) and a return to quarterly profitability supported by a strong cash position ($23.1M) and service margin expansion. However, growth was partly driven by a large one-time order, product gross margins compressed, six-month revenue was slightly down, and multi-site expansion timelines remain elongated due to customer procurement dynamics. Management highlighted progress on OEM and channel strategies but acknowledged execution and timing risks.Company Guidance
Product Revenue Growth
Product revenue grew 30% year-over-year to $11.1 million in Q2 FY2026, driven primarily by a large one-time purchase order and continued demand for AZT Protect.
Service Revenue and Managed Services Momentum
Service revenue increased 6.6% year-over-year to $4.9 million in Q2; managed cloud and managed services grew ~11% year-over-year and service gross margin expanded by more than 100 basis points versus the prior-year quarter.
Profitability Turnaround for the Quarter
The company reported net income of $264,000, or $0.03 per share, for Q2 FY2026 versus a net loss of $108,000 (−$0.01 per share) in the prior-year quarter, aided by a $568,000 tax benefit related to restricted stock vesting.
Strong Balance Sheet and Cash Position
Cash and cash equivalents were $23.1 million as of 03/31/2026; management continues to finance customer purchase orders (extended terms on over 30 transactions) and authorized a $0.03 per share dividend payable 06/15/2026.
AZT Protect Commercial Traction and Customer Wins
AZT Protect now has more than 60 unique customers, doubled the number of land-and-expand orders versus Q2 2025 (more than 10 land-and-expand orders in Q2), and secured a three-year, six-figure-per-year agreement signed in April to deploy across more than two dozen U.S. sites with potential expansion to 100+ global sites.
OEM and Channel Partnerships Developing
Strategic OEM relationship with Acronis is in progress and expected to potentially generate revenue by year-end; channel strategy expanded with several major distributors and roughly 10 resellers/integrators actively engaged, enabling broader multisite opportunities.
Six-Month Gross Margin Improvement
For the six months ended 03/31/2026 gross profit rose to $9.2 million (33% of sales) from $8.8 million (30% of sales) in the prior year period, demonstrating margin improvement year-to-date.
CSPI 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
CSPI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $9.19 | $9.32 | +1.41% |
Feb 12, 2026 | $10.01 | $9.16 | -8.42% |
Dec 16, 2025 | $14.87 | $12.58 | -15.44% |
Aug 14, 2025 | $11.36 | $12.03 | +5.93% |
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 CSP Inc (CSPI) report earnings?
CSP Inc (CSPI) is schdueled to report earning on Aug 18, 2026, Before Open (Confirmed).
What is CSP Inc (CSPI) earnings time?
CSP Inc (CSPI) earnings time is at Aug 18, 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 CSPI EPS forecast?
Currently, no data Available