Research Frontiers Inc. (REFR)
NASDAQ:REFR
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.02Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed cautious optimism: the company strengthened its balance sheet (cash up ~92.8%, debt-free), production and customer programs continued, and next‑generation black SPD development is progressing — all positive indicators. However, near-term revenue and liquidity were materially impacted by GAAP timing effects and ongoing French rehabilitation proceedings involving a key licensee, and recent licensee liquidations highlight partner volatility. Positives and negatives are both significant and roughly balanced, yielding a cautiously neutral outlook.Company Guidance
Balance Sheet Strengthened — Cash Increased
Cash and cash equivalents rose to approximately $1.28 million as of March 31, 2026 from approximately $664,000 at year-end 2025, an increase of ~92.8%. The company also remains debt-free.
Royalties Recovery and Sequential Growth in Key Markets
Sequentially, royalties from the automotive and aircraft markets increased from Q4 2025 to Q1 2026, indicating recovering demand across those end markets despite GAAP timing effects.
Resumption of Payments from Licensees
Following French rehabilitation proceedings, the company reported that the flow of funds has begun loosening and that it received a meaningful payment from Vision Systems authorized by the French monitor, partially restoring liquidity.
Continued Production and Customer Programs
SPD production has continued across licensees and multiple automotive, aerospace and architectural programs remain active. Aerospace deliveries continued (including an ACJ TwoTwenty delivery), and specialty transportation and retrofit initiatives are advancing.
Progress on Next-Generation Technology (Black SPD)
Development of black SPD and other specialized SPD film continued, with management describing progress as encouraging and some projects getting very close to completion — potentially expanding addressable markets where darker neutral aesthetics are important.
Market Traction and Competitive Positioning
Management emphasized successful commercialization history: SPD has been incorporated into series production with four different OEMs and the company reports meeting aggressive cost and color targets, strengthening competitive positioning versus alternatives.
Cost Control — Operating and R&D Expenses Down
Operating expenses and R&D expenses declined compared to the same period last year, reflecting tighter expense management during the quarter.
REFR 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
REFR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $0.83 | $0.75 | -9.48% |
Mar 05, 2026 | $0.99 | $0.98 | -1.01% |
Nov 06, 2025 | $1.60 | $1.58 | -1.25% |
Aug 07, 2025 | $1.57 | $1.53 | -2.55% |
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 Research Frontiers Inc. (REFR) report earnings?
Research Frontiers Inc. (REFR) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Research Frontiers Inc. (REFR) earnings time?
Research Frontiers Inc. (REFR) earnings time is at Jul 30, 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 REFR EPS forecast?
Currently, no data Available