The earnings call highlighted significant strategic accomplishments, such as the major contract with Petrobras and growth in the Smart Water segment. However, these positives were balanced by declines in the Energy Solutions and Intelligent Industrial segments, increased operating expenses, and an overall revenue drop for the nine-month period. The sentiment of the call is neutral, reflecting both progress and challenges.

Company Guidance -

Q4 2025

During the Geospace Technologies Third Quarter 2025 Earnings Conference Call, guidance was provided on several key metrics. The company reported third-quarter revenue of $24.8 million, with a net income of $0.8 million, compared to the same quarter last year, when revenue was $24.9 million and a net loss of $2.1 million. For the first nine months of fiscal year 2025, revenue totaled $80.1 million, resulting in a net loss of $0.7 million, a decrease from the $6.3 million net income reported in the same period last year. The Smart Water segment showed strong performance, generating $10.5 million in revenue for the quarter, an increase of 6% from the previous year. The Energy Solutions segment, however, saw a 14% decline in quarterly revenue to $8.1 million. The Intelligent Industrial segment also experienced a decrease, with revenue totaling $6.1 million, down 5% from the prior year. The company highlighted its strategic diversification efforts, including a significant contract with Petrobras for the Mero Field, anticipated to generate over $80 million in revenue, and the acquisition of the Heartbeat Detector technology. Operating expenses increased by $900,000 for the quarter and $5.4 million over the nine-month period, attributed to higher personnel and sales costs. The company maintains a strong financial position with $25.6 million in cash and short-term investments, and a $15 million credit facility with no borrowings.

Net Income Improvement

Geospace Technologies reported a net income of $0.8 million for the third quarter, a significant improvement from last year's net loss of $2.1 million for the same period.

Smart Water Segment Growth

The Smart Water segment produced revenue of $10.5 million for the quarter, marking a 6% increase from last year, and a 33% increase for the nine-month period, driven by higher demand for Hydroconn connectors.

Major Contract with Petrobras

Geospace secured a permanent reservoir monitoring contract worth over $80 million with Petrobras for the Mero Field 3 & 4, which will be recognized over 16 to 18 months.

Launch of AquaLink

The company launched AquaLink, an IoT endpoint for water monitoring, expected to drive growth in the Smart Water segment.

Acquisition of Heartbeat Detector

The acquisition of Heartbeat Detector, a security technology, aligns with the company's strategy to grow recurring revenue streams.

Geospace Technologies (GEOS) 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

Daily Earnings Calendar >

GEOS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 20, 2025	2025 (Q4)	- / -	-1.005	―	―	―
Aug 07, 2025	2025 (Q3)	- / 0.06	-0.157	137.58% (+0.22)
May 08, 2025	2025 (Q2)	- / -0.77	-0.324	-136.42% (-0.44)	―
Feb 05, 2025	2025 (Q1)	- / 0.65	0.942	-31.00% (-0.29)	―
Nov 21, 2024	2024 (Q4)	- / -1.00	0.331	-403.63% (-1.34)	―
Aug 08, 2024	2024 (Q3)	- / -0.16	0.242	-164.88% (-0.40)
May 09, 2024	2024 (Q2)	- / -0.32	0.352	-192.05% (-0.68)	―
Feb 07, 2024	2024 (Q1)	- / 0.94	-0.007	13557.14% (+0.95)
Nov 16, 2023	2023 (Q4)	- / 0.33	-0.618	153.56% (+0.95)	―
Aug 10, 2023	2023 (Q3)	- / 0.24	-0.505	147.92% (+0.75)

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

GEOS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$17.32	$14.49	-16.34%
May 08, 2025	$6.66	$6.03	-9.46%
Feb 05, 2025	$8.94	$8.73	-2.35%
Nov 21, 2024	$13.62	$11.27	-17.25%

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 Geospace Technologies (GEOS) report earnings?

Geospace Technologies (GEOS) is schdueled to report earning on Nov 20, 2025, After Close (Confirmed).

What is Geospace Technologies (GEOS) earnings time?

Geospace Technologies (GEOS) earnings time is at Nov 20, 2025, After Close (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 GEOS EPS forecast?

Currently, no data Available

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing