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EROAD Limited (ERDLF)
:ERDLF
US Market

EROAD (ERDLF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 27, 2026
During Market Hours (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
Last Year’s EPS
<0.01
Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Nov 20, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call reflects a mixed performance for EROAD, with strong free cash flow and promising growth in Australia and New Zealand offset by significant challenges in North America. The company's strategic focus on the eRUC opportunity in New Zealand presents a potential long-term global expansion avenue. However, the North American impairment and customer nonrenewals pose significant hurdles.
Company Guidance
In the recent call, EROAD provided detailed guidance and performance metrics for the first half of the fiscal year 2026. The company reported a free cash flow of $6.2 million and normalized free cash flow of $16.7 million, highlighting its consistent cash generation. Revenue increased by 3.3% to over $99 million, with annualized recurring revenue (ARR) growing by 6.9% to $178 million, driven by higher-value subscriptions. Normalized EBIT stood at $2.5 million, impacted by lower R&D capitalization. Liquidity was strong at over $62 million. The company reaffirmed its guidance for FY '26, projecting revenue between $197 million and $203 million, ARR between $175 million and $183 million, and a free cash flow yield of 5% to 8% of revenue, adjusted for the 4G upgrade costs. The strategic focus remains on Australia and New Zealand, with cautious investment in North America due to softer conditions. Notable achievements include a $5 million ARR enterprise agreement with Cleanaway in Australia. The company is also gearing up for the eRUC opportunity in New Zealand, with significant long-term potential as New Zealand transitions to a universal electronic road user charging system.
Strong Free Cash Flow
Free cash flow was $6.2 million or $17 million on a normalized basis, highlighting the company's operational discipline and cash generation capabilities.
Increased Annualized Recurring Revenue
Annualized recurring revenue increased to over $178 million, up 6.9% overall and 3% in constant currency, driven by higher-value subscriptions and enterprise expansion.
Significant Australian Market Growth
Australia showed strong performance with a 30% increase in annualized recurring revenue, driven by enterprise expansion and high adoption of safety and compliance products.
New Zealand eRUC Opportunity
EROAD is well-positioned to capitalize on New Zealand's transition to universal electronic road user charging, with significant long-term global opportunities.
Cleanaway Enterprise Agreement
The new enterprise agreement with Cleanaway is valued at $5 million ARR, covering a national fleet of more than 3,000 heavy vehicles in Australia.

EROAD (ERDLF) 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

ERDLF Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 27, 2026
2026 (Q4)
- / -
0.009
Nov 20, 2025
2026 (Q2)
- / -0.46
-0.005-9040.00% (-0.45)
May 25, 2025
2025 (Q4)
- / <0.01
0.003200.00% (<+0.01)
Nov 24, 2024
2025 (Q2)
- / >-0.01
-0.0050.00% (0.00)
May 22, 2024
2024 (Q4)
- / <0.01
-0.017117.65% (+0.02)
Nov 29, 2023
2024 (Q2)
- / >-0.01
0.003-266.67% (>-0.01)
May 24, 2023
2023 (Q4)
- / -0.02
-0.03551.43% (+0.02)
Nov 24, 2022
2023 (Q2)
- / <0.01
-0.02115.00% (+0.02)
May 25, 2022
2022 (Q4)
- / -0.04
0.007-600.00% (-0.04)
Nov 25, 2021
2022 (Q2)
- / -0.02
0.008-350.00% (-0.03)
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

ERDLF Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 20, 2025
$0.88$0.86-2.27%
May 22, 2024
$0.54$0.57+5.56%
Nov 29, 2023
$0.80$0.800.00%
May 24, 2023
$0.30$0.33+10.00%
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 EROAD Limited (ERDLF) report earnings?
EROAD Limited (ERDLF) is schdueled to report earning on May 27, 2026, During Market Hours (Confirmed).
    What is EROAD Limited (ERDLF) earnings time?
    EROAD Limited (ERDLF) earnings time is at May 27, 2026, During Market Hours (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is ERDLF EPS forecast?
          Currently, no data Available