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Earnings Data
Report Date
Sep 16, 2026TBA (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
-0.01Last Year’s EPS
-0.04Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
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
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.
TSE:BLN 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
TSE:BLN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 10, 2026 | C$9.00 | C$9.01 | +0.11% |
Mar 12, 2026 | C$7.00 | C$7.10 | +1.43% |
Jan 15, 2026 | C$7.10 | C$6.80 | -4.23% |
Sep 11, 2025 | C$7.15 | C$7.37 | +3.08% |
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 Sep 16, 2026, TBA (Confirmed).
What is Blackline Safety (TSE:BLN) earnings time?
Blackline Safety (TSE:BLN) earnings time is at Sep 16, 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 (Q3) is -0.01.