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Kornit Digital Ltd. (KRNT)
NASDAQ:KRNT
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.02Last Year’s EPS
0.01Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call presented a constructive transformation story: the company met its 2025 objectives (return to growth, positive adjusted EBITDA, consistent operating cash generation) and materially expanded recurring ARR/AIC revenue and impressions. Customer adoption of flagship products (Apollo, Atlas MAX family) and multiple multi-system renewals/upgrades are strong positives. Offsetting these gains are margin compression (impacted by product mix, tariffs and FX), a decline in Q4 EBITDA versus prior-year quarter, underperformance in roll-to-roll in 2025, and conservative near-term guidance (negative Q1 EBITDA margin and low single-digit revenue growth for 2026) as the business transitions to a more recurring model. On balance the call emphasized durable progress and improved predictability, while acknowledging near-term margin and segment-specific challenges.Company Guidance
Revenue and Profitability Achieved Targets
Q4 revenue of $58.9M (at upper end of guidance) and full year 2025 revenue of $208.2M, up 2% YoY. Company delivered positive adjusted EBITDA for full year 2025 of $1.5M (versus $0.3M prior year) and Q4 adjusted EBITDA of $5.5M. Executed on stated 2025 objectives: returned to revenue growth, achieved positive EBITDA and generated positive operating cash flow.
Strong Cash Generation and Liquidity
Generated operating cash flow of $10.6M in Q4 and approximately $24.4M for full year 2025. This marked the ninth consecutive quarter of positive operating cash flow. Cash, bank deposits and marketable securities of approximately $491.2M at quarter end.
Rapid ARR and AIC Expansion
Exited 2025 with roughly $24.8M–$25M in ARR from the AIC program (multiyear, ~5-year commitments). AIC revenue increased materially to ~$15.0M in 2025 from $3.3M in 2024 (more than a 300% increase year-over-year for the full year), demonstrating strong recurring revenue build and predictability.
Impression Growth and Installed Base Utilization
Impressions reached 243 million for full year 2025, up 11% YoY, and Q4 showed strong double-digit impression growth YoY. Growth driven by higher utilization across installed base and increased adoption of digital for longer runs.
Product Traction — Apollo and Atlas MAX
Apollo gained momentum: over 40% of existing Apollo customers added a second system or more in 2025; strong Q4 peak-season uptime (>90%) reported for Apollo. Atlas MAX family continues to gain traction among small/midsize screen printers and upgrades to Atlas MAX PLUS are driving capacity expansion (e.g., Zumiez, 500 Level, MARUI).
Recurring/Highly Predictable Revenue Mix
Management reports that more than 83% of revenues entering 2026 are recurring or highly predictable, reflecting the shift toward AIC/ARR and subscription-style revenue that improves visibility and long-term durability.
Capital Return Activity
Repurchased $27M of shares in 2025 and a total of ~6.9M shares (~$167M gross) repurchased since 2023, demonstrating active capital allocation alongside investment plans.
KRNT 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
KRNT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $14.24 | $17.18 | +20.65% |
Nov 05, 2025 | $13.33 | $12.50 | -6.23% |
Aug 06, 2025 | $19.18 | $15.23 | -20.59% |
May 14, 2025 | $19.25 | $22.10 | +14.81% |
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 Kornit Digital Ltd. (KRNT) report earnings?
Kornit Digital Ltd. (KRNT) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Kornit Digital Ltd. (KRNT) earnings time?
Kornit Digital Ltd. (KRNT) earnings time is at May 13, 2026, 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 KRNT EPS forecast?
KRNT EPS forecast for the fiscal quarter 2026 (Q1) is -0.02.