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Research Frontiers Inc. (REFR)
NASDAQ:REFR
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
>-0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a constructive operational and commercial outlook: management highlighted expanded OEM engagements (including Cadillac, Ferrari, McLaren), a broader automotive pipeline with four high-volume quotations, launch of an architectural retrofit product, technical progress on Black SPD, and a strengthened, debt-free balance sheet supported by a targeted $1.1M private placement. Offsetting these positives were near-term headwinds tied to Gauzy's French rehabilitation and related liquidity reallocation that slowed collections, royalty impacts from licensee bankruptcies (six-figure effect), geopolitical disruptions affecting logistics, and the inherent timing lag between automotive integration and royalty revenues. On balance, the strategic progress and diversification of programs and markets outweigh the short-term payment and timing risks, though investors should expect revenue realization to follow program production ramps rather than immediately.Company Guidance
Debt-Free Balance Sheet and Fresh Capital
Company entered 2026 debt-free, strengthened working capital, and completed an oversubscribed $1.1 million private placement at $1 per share (with 5-year warrants); participants included long-term shareholders and the owner of an SPD licensee involved in architectural retrofit.
Automotive Production Continuity and Supply-Chain Resilience
Maintained production continuity through license transitions (e.g., Ferrari transitioned from AGP/Soliver to Isoclima), with Isoclima sales exceeding minimum annual royalty thresholds in Q3 and Q4 2025; demonstrated ability to shift suppliers to preserve series production.
Broader and Deeper Automotive Pipeline
SPD validated across 4 OEMs and 4 models in production; company reported 4 high-volume quotations and additional specialty programs with potential annual volumes in the tens of thousands, creating the broadest automotive pipeline in company history.
Major OEM and Concept Vehicle Endorsements
Cadillac Celestiq (General Motors flagship) launched with 4-quadrant SPD smart roof—first major U.S. OEM adoption; Ferrari and McLaren in production; Mercedes showcased SPD across ~75% of vehicle glazing in a concept vehicle, signaling broader OEM interest.
Architectural Retrofit Product Launch
Launched SPD retrofit architectural product with licensee AIT/LTI at GlassBuild America; identified four initial retrofit projects across commercial, residential and historic retrofit use-cases that enable interior installation without facade removal, expanding addressable market substantially.
Product and Technical Advances
Progress on Black SPD (neutral/black aesthetic preferred by OEMs), new SPD film variants, optical refinements, IR/UV integration, improved manufacturing yields and ancillary systems development aimed at enabling broader adoption.
Long-Term Investment in Platform
Company has invested over $125 million in SPD and related markets to date, providing a substantial infrastructure and technology foundation that management views as a driver of durable future growth.
Operational Continuity Outside France
SPD emulsion production in Israel and SPD film production in Germany continue despite Gauzy's French rehabilitation process, supporting ongoing program execution.
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 |
|---|---|---|---|
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% |
May 08, 2025 | $1.19 | $1.59 | +33.61% |
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 Apr 30, 2026, After Close (Confirmed).
What is Research Frontiers Inc. (REFR) earnings time?
Research Frontiers Inc. (REFR) earnings time is at Apr 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