VirTra Inc (VTSI)
NASDAQ:VTSI
Earnings Data
Report Date
May 18, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.11Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed but constructive picture: near-term financial results were materially impacted by an extended federal funding freeze (significant revenue, gross profit and adjusted EBITDA declines), but the company reports strong underlying demand evidenced by $26.7M bookings and $25.6M backlog, healthy liquidity ($18.6M cash, $30.8M working capital), targeted investments in sales/marketing and product enhancements (Apex Analytics, VBS4 integration, drone training, VXR growth), and early signs of funding reopening (JAG and COPS funds). Management emphasizes readiness to convert backlog as funding timelines normalize, while acknowledging timing uncertainty and continued conversion risk. Overall, positives (demand, backlog, liquidity, product progress, cost management) are balanced by near-term revenue and margin pressures driven by external funding timing.Company Guidance
Strong Backlog and Bookings
Year-end backlog of $25,600,000 and full-year bookings of $26,700,000, indicating sustained underlying demand despite timing delays in deliveries and funding.
Cash and Working Capital Position
Ended FY2025 with $18,600,000 in cash and $30,800,000 in working capital, providing liquidity and flexibility to navigate funding timing dynamics.
Improved Sales & Marketing Coverage
Added a second dedicated federal sales resource and an experienced director of marketing; marketing cadence increased with website redesign—early signs include higher inbound activity, more demo requests, and more qualified leads.
Product & Platform Enhancements
Launched/expanded product capabilities: Apex Analytics integrated across the platform (real-time performance analytics), deeper VBS4 integration (military training use cases), new drone defense training solution (corrections use case), and growing adoption of VXR—these strengthen differentiation and potential recurring/service revenue.
Military Pipeline Expansion
Multiple demonstrations and active programs across Army, Navy, and Marine Corps, including field evaluations and interest in the portable V-100 Next Generation system—positioned for longer-term military opportunities.
Cost Management Progress
Managed expenses down: Q4 net operating expenses $3.3M (23% decrease YoY) and full-year net operating expense $14.8M (15% decrease YoY), reflecting active cost management while investing strategically.
Funding Environment Turning Positive
Recent reopening of key grant programs (JAG and COPS Fund) releasing FY2025-allocated funds and multiple funding cycles progressing (FY2026 and FY2027), driving increased customer engagement and potential revenue conversion in coming quarters; GSA reentry expected by Q3 to shorten federal procurement paths.
VTSI 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
VTSI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 26, 2026 | $4.43 | ― | ― |
Nov 10, 2025 | $5.42 | $4.99 | -7.93% |
Aug 11, 2025 | $7.27 | $5.45 | -25.03% |
May 12, 2025 | $4.67 | $6.41 | +37.26% |
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 VirTra Inc (VTSI) report earnings?
VirTra Inc (VTSI) is schdueled to report earning on May 18, 2026, TBA (Confirmed).
What is VirTra Inc (VTSI) earnings time?
VirTra Inc (VTSI) earnings time is at May 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 VTSI EPS forecast?
Currently, no data Available