Blackline Safety (BLN) Earnings Dates, Call Summary & Reports

Compare

101 Followers

Earnings Data

Report Date

Mar 18, 2026

TBA (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

-0.02

Last Year’s EPS

-0.01

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 2 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Jan 15, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a predominantly positive outlook: the company reported record annual revenue, a large ARR increase (~30%), sustained strong net dollar retention (128%), and a meaningful shift to profitability with positive adjusted EBITDA for the year. Service revenue growth (30%) and record service margins (82%) underscore the strength of the recurring SaaS model. Management also announced a strategically important G8 product and highlighted a large, validated ADNOC opportunity (up to 28,000 devices) that should drive future scale. Near-term challenges include a Q4 decline in product revenue (-14%), delayed hardware refreshes, U.S. government funding-related delays (low single-digit millions), and modest margin/ramp variability associated with G8 manufacturing; however, these headwinds are described as timing-related and expected to abate as G8 shipments scale and funding/pipelines normalize. Overall, positive operational momentum and financial improvements outweigh the near-term tactical headwinds.

Company Guidance

Guidance on the call focused on the G8 launch and near‑term timing and financial implications: G8 commercial shipments are expected to begin in late February 2026 with management modeling a roughly 2–3 quarter transition from G7 to G8 (a full shift over the next ~3 quarters), modestly higher hardware pricing, and a materially higher PTT attach rate versus the G7’s ~11%; they expect some Q1 product revenue to be pushed into Q2 (with delayed U.S. fire/hazmat orders described as low single‑digit millions expected to flow in Q2–Q3). Management warned product gross margin could dip a few points during the ramp but sees hardware margin upside longer term (north of ~40% into late‑2026/2027), is adding a second SMT line late this fiscal year with single‑digit‑million capex and prebuilding inventory, and reiterated confidence in growth given record ARR of $84.5M (up ~30%), FY revenue $150.5M (up 18%), Q4 revenue $39.3M (up 10%), Q4 adjusted EBITDA $2.2M and FY adjusted EBITDA $6.1M (vs. a $2.4M loss prior year), net dollar retention 128% (10 quarters >125%), $46.6M cash and $76.4M total liquidity, and a scaling ADNOC opportunity (2,500 devices shipped in Q4 toward a potential ~28,000‑device program rolling out over ~2 years).

Record Annual Revenue and Continued Top-Line Growth

Total revenue for fiscal 2025 reached a record $150.5M, up 18% year-over-year, and Q4 revenue was $39.3M, up 10% YoY. The company reported 35 consecutive quarters of year-over-year top-line growth.

Strong Recurring Revenue and ARR Expansion

Annual recurring revenue (ARR) hit a record $84.5M at year-end, up almost 30% from the prior year, providing increased revenue visibility and foundation for future growth.

Robust Service Revenue Growth and Mix Shift

Service revenue grew 30% to $90.5M for the year and reached $25.5M in Q4 (up 30% YoY). Within services, software services rose 26% to $21.5M and rental revenue increased 55% to $4.0M, reflecting strong demand for SaaS and rental offerings.

Improved Profitability and Positive Adjusted EBITDA

Adjusted EBITDA turned positive for fiscal 2025 at $6.1M versus a loss of $2.4M in fiscal 2024. Q4 adjusted EBITDA was $2.2M (EBITDA $1.4M), marking the sixth consecutive quarter of positive adjusted EBITDA.

Margin Expansion and Strong Service Margins

Gross margin improved to 63% for the full year (from 58% prior year) and 67% in Q4 (versus 61% in the prior-year quarter). Service gross margin reached a record 82% in Q4 driven by scale efficiencies and optimized connectivity/infrastructure costs.

Very Strong Customer Retention and Expansion

Net dollar retention was 128% in Q4 and has remained above 125% for 10 consecutive quarters, indicating strong expansion within the installed base (customers adding devices, services and functionality).

Large Strategic Win and International Traction (ADNOC)

ADNOC multiyear purchase agreement could see up to 28,000 devices deployed. Blackline shipped almost 2,500 devices in Q4 (surpassing the initial 1,000 disclosed earlier), with follow-on deployment expected to roll out over the next ~2 years and driving interest across the Middle East.

G8 Product Launch as a Platform Opportunity

Announced the G8 next-generation connected wearable — orders being taken with first commercial shipments expected in February 2026. G8 is positioned as a platform (apps, improved PTT, accessories) expected to increase per-device service revenue and long-term stickiness; modeled transition from G7 to G8 over ~2–3 quarters.

Healthy Balance Sheet and Liquidity

Ended the year with $46.6M in cash and short-term investments and total available liquidity of $76.4M (including $29.8M available on the senior secured operating facility), up from $60.4M at the end of fiscal 2024.

Blackline Safety (TSE:BLN) 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 >

TSE:BLN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 18, 2026	2026 (Q1)	-0.02 / -	-0.01	―	―	―
Jan 15, 2026	2025 (Q4)	-0.01 / -0.01	0	―	―	―
Sep 11, 2025	2025 (Q3)	-0.01 / -0.04	-0.03	-33.33% (-0.01)	―	―
Jun 11, 2025	2025 (Q2)	-0.03 / -0.04	-0.06	33.33% (+0.02)	―	―
Mar 12, 2025	2025 (Q1)	-0.04 / -0.01	-0.08	87.50% (+0.07)	―	―
Jan 16, 2025	2024 (Q4)	-0.01 / 0.00	-0.06	―	―	―
Sep 11, 2024	2024 (Q3)	-0.03 / -0.03	-0.09	66.67% (+0.06)	―	―
Jun 13, 2024	2024 (Q2)	-0.04 / -0.06	-0.09	33.33% (+0.03)	―	―
Mar 14, 2024	2024 (Q1)	-0.06 / -0.08	-0.11	27.27% (+0.03)	―	―
Jan 18, 2024	2023 (Q4)	-0.05 / -0.06	-0.14	57.14% (+0.08)	―	―

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

TSE:BLN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 15, 2026	C$7.10	C$6.80	-4.23%
Sep 11, 2025	C$7.15	C$7.37	+3.08%
Jun 11, 2025	C$7.81	C$7.45	-4.61%
Mar 12, 2025	C$6.22	C$6.70	+7.72%

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 Blackline Safety (TSE:BLN) report earnings?

Blackline Safety (TSE:BLN) is schdueled to report earning on Mar 18, 2026, TBA (Confirmed).

What is Blackline Safety (TSE:BLN) earnings time?

Blackline Safety (TSE:BLN) earnings time is at Mar 18, 2026, TBA (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 TSE:BLN EPS forecast?

TSE:BLN EPS forecast for the fiscal quarter 2026 (Q1) is -0.02.