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Palladyne Ai Corp. (PDYN)
NASDAQ:PDYN
Earnings Data
Report Date
Feb 26, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.09Last Year’s EPS
-1.98Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasizes a strategic and transformative set of acquisitions that materially expand Palladyne AI from a small, software-centric firm into a vertically integrated defense and commercial autonomy company. Key positives include a strengthened balance sheet, an 18‑month backlog >$10M at Crucis, direct Air Force and Navy contracts, a patent, substantial production capacity, and expected >3x revenue benefit for 2026 relative to 2024. Notable risks include the relatively small historical revenue base (~$8M in 2024), material acquisition consideration plus a large earn-out contingent on high revenue hurdles, integration and timing uncertainty for embedding software into hardware/product lines, further investment needs (e.g., $5M to reach TRL‑9), and the long sales cycles inherent in commercial and government defense procurement. On balance, the positive strategic momentum, clear go-to-market expansion and strengthened leadership and capabilities outweigh the near-term execution and disclosure risks.Company Guidance
Major Strategic Acquisitions and New Business Unit
Closed acquisitions of GuideTech and Crucis and launched Palladyne Defense, creating a vertically integrated defense business combining AI (SwarmOS), aerospace design (GuideTech) and U.S. manufacturing (Crucis). Management expects the combined businesses to operate as one integrated stack serving both primes and direct government customers.
Projected Revenue Expansion — More than Triple 2024
Management expects the combined acquisitions to push consolidated 2026 revenue to more than triple 2024 revenue of about $8 million (i.e., >200% increase vs. 2024), driven by expanded defense and manufacturing revenue streams.
Strong Cash Position and Runway
Ended the quarter with $57.1 million in cash and equivalents and used approximately $6.3 million in operating cash for the quarter. Management states roughly $50 million in cash post-acquisitions, providing runway to integrate acquisitions and advance products.
Backlog and Government Contracts
Crucis has a growing 18-month backlog exceeding $10 million and management reports ongoing development contracts and direct engagements with the U.S. Air Force and U.S. Navy, increasing near-term revenue visibility on the defense side.
Technology and Cost Advantages
BRAIN avionics reportedly delivers legacy flight computer performance at roughly 1/10 of the cost (~90% cost reduction versus legacy systems), designed for attritable/autonomous systems. Company announced a new U.S. patent covering embodied AI and autonomous coordination capabilities.
Product & R&D Commitments
Announced plans to invest $5 million over the next 12–18 months to advance Banshee and SwarmStrike from TRL-6 to TRL-9, and highlighted rapid prototyping capabilities (GuideTech can iterate from concept to flight prototype in under 6 months; first flight in ~4.5 months for SwarmStrike).
Manufacturing and Capacity
Combined operations now include more than 100,000 square feet of production capacity; Crucis is AS9100/9100 certified and supplies components to major defense programs (F-16, F-35, Tomahawk, Harpoon, Bradley), enabling in‑house prototype-to-production capability and surge capacity for U.S. customers.
Strengthened Leadership & Partnerships
Added senior defense and national security leaders to the board and executive team (retired Lt. Gen. Twitty, Doug Dynes, retired Maj. Gen. Lee Levy) and announced collaborations with partners like Red Cat and Draganfly, supporting credibility and go-to-market for defense programs.
PDYN 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
PDYN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 12, 2025 | $6.81 | $6.77 | -0.59% |
Aug 06, 2025 | $8.23 | $7.23 | -12.15% |
May 07, 2025 | $5.85 | $5.68 | -2.91% |
Feb 20, 2025 | $8.39 | $8.00 | -4.65% |
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 Palladyne Ai Corp. (PDYN) report earnings?
Palladyne Ai Corp. (PDYN) is schdueled to report earning on Feb 26, 2026, Before Open (Confirmed).
What is Palladyne Ai Corp. (PDYN) earnings time?
Palladyne Ai Corp. (PDYN) earnings time is at Feb 26, 2026, Before Open (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 PDYN EPS forecast?
PDYN EPS forecast for the fiscal quarter 2025 (Q4) is -0.09.