The earnings call reflected a focus on strategic transformation towards a recurring revenue model with the AIC, expansion into new markets like footwear, and sustained operational efficiency. However, there were concerns about short-term revenue impacts due to the transition from CapEx to AIC, and challenges with gross margins and exchange rates.

Company Guidance

During the third quarter of 2025, Kornit Digital reported revenues of $53.1 million, marking a 5% year-over-year growth, with an EBITDA margin of approximately 2% as it continues progressing towards full-year profitability. The company emphasized its transition to a recurring revenue model, highlighting the All-Inclusive Click (AIC) model, which has driven annual recurring revenue to $21.5 million, up $2.6 million sequentially. Notably, 80% of Apollo systems now operate under the AIC model, strengthening Kornit's market position. In the screen printing sector, Kornit aims to capture 5% of a 6 billion impression addressable market by 2030. The company also reached a significant milestone in its digital footwear solution, with over 1 million pairs of shoes produced. Looking ahead to the fourth quarter, Kornit anticipates revenues between $56 million and $60 million, with an adjusted EBITDA margin of 7% to 10%, and expects modest top-line growth in 2026, driven by continued expansion of recurring revenues.

Revenue Growth

Kornit Digital reported third-quarter revenues of $53.1 million, representing a 5% growth year-over-year.

Expansion of All-Inclusive Click (AIC) Model

Annual recurring revenue from the AIC model reached $21.5 million at the end of the third quarter, up $2.6 million sequentially. The program is expected to continue scaling.

Positive Cash Flow

Kornit Digital generated positive cash flow from operations for the eighth consecutive quarter.

Footwear Market Expansion

Kornit launched its digital footwear solution, producing over 1 million pairs of shoes using its technology. The total addressable market is about 1 billion pairs annually.

Strong Demand for Apollo Systems

Production for early Apollo users scaled rapidly, averaging over 1 million impressions annually. About 40% of Apollo and Atlas MAX systems sold were to new customers.

Kornit Digital (KRNT) 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 >

KRNT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 17, 2026	2025 (Q4)	0.12 / -	0.18	―	―	―
Nov 05, 2025	2025 (Q3)	0.02 / 0.09	0.11	-18.18% (-0.02)
Aug 06, 2025	2025 (Q2)	0.02 / 0.03	0.02	50.00% (<+0.01)
May 14, 2025	2025 (Q1)	-0.04 / 0.01	-0.11	109.09% (+0.12)
Feb 12, 2025	2024 (Q4)	0.20 / 0.18	0.08	125.00% (+0.10)
Nov 06, 2024	2024 (Q3)	0.07 / 0.11	-0.07	257.14% (+0.18)
Aug 07, 2024	2024 (Q2)	-0.01 / 0.02	-0.15	113.33% (+0.17)
May 08, 2024	2024 (Q1)	-0.14 / -0.11	-0.27	59.26% (+0.16)
Feb 14, 2024	2023 (Q4)	<0.01 / 0.08	-0.13	161.54% (+0.21)
Nov 08, 2023	2023 (Q3)	-0.06 / -0.07	-0.21	66.67% (+0.14)

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
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%
Feb 12, 2025	$29.15	$29.16	+0.03%

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 (KRNT) report earnings?

Kornit Digital (KRNT) is schdueled to report earning on Feb 17, 2026, After Close (Confirmed).

What is Kornit Digital (KRNT) earnings time?

Kornit Digital (KRNT) earnings time is at Feb 17, 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 2025 (Q4) is 0.12.

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