Australia · Delayed Price · Currency is AUD Elsight Earnings Call Transcripts
Fiscal Year 2026
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Achieved record Q1 revenue of $11.6M, up 12x year-over-year, with strong gross margins and a $156M pipeline. Inclusion in the U.S. DoD Blue List and new product launches position the company for continued growth amid rising global defense spending.
Fiscal Year 2025
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Record 2025 revenue grew 11x to $23M with strong profitability and $59M cash. Confirmed 2026 orders already near 2025 revenue, with recurring revenue and margins set to rise as software expands. Defense leads growth, with commercial and new products broadening the market.
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Achieved profitability in Q3 2025 with $8.7M revenue and 78%-80% gross margins, driven by strong growth in both commercial and defense markets. Pipeline expanded to $157M, with new product initiatives and further contract wins expected before year-end.
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Revenue reached $4.8M in H1 2025 with a $16.25M backlog, strong gross margins, and cash flow positivity. Defense drives near-term growth, but commercial is accelerating; a $151M pipeline and $60M capital raise support aggressive expansion.
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Record Q1 revenue and a major $4.2M defense contract highlight strong year-over-year growth and a robust pipeline. Diversified revenue, high gross margins, and disciplined cost management position the business for profitability and further expansion in both defense and commercial markets.
Fiscal Year 2024
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Year-over-year revenue and ARR growth continued, driven by a shift toward defense markets and major new contracts. Gross margins remain strong, R&D investment is high but strategic, and a robust pipeline positions the company for significant growth in 2025.