AmpliTech Group Earnings Call Transcripts
Fiscal Year 2026
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Q2 2026 saw 51% sequential revenue growth and a 135% year-over-year increase in gross profit, driven by a favorable product mix and strategic investments in R&D, supply chain, and commercial infrastructure. Management withdrew specific full-year guidance due to customer-driven timing shifts but expects a strong second half with active opportunities and a strengthened balance sheet.
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Q1 2026 saw 48.6% revenue growth, gross margin expansion to 48%, and a narrowed net loss, driven by strong 5G and O-RAN demand and major LOI shipments. Full-year guidance is unchanged, with revenue expected to be back-end loaded and Q2 projected to exceed Q1.
Fiscal Year 2025
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Q3 2025 saw record revenue and gross profit, with EBITDA turning positive and net loss narrowing sharply. Fiscal 2025 revenue guidance was raised to at least $25 million, with strong growth expected from 5G ORAN and related technologies.
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Record Q2 2025 sales exceeded $11M, driven by major 5G ORAN orders and strategic investments. Gross margins were temporarily compressed by one-time costs, but guidance was raised to $24M for FY2025 with margin recovery expected in H2. Strong backlog, no long-term debt, and expanding technology portfolio support future growth.
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Q1 2025 revenue rose 57% year-over-year to $3.6M, with a record $19.6M backlog and strong 5G momentum. Fiscal 2025 revenue is forecast near $21M, driven by $12M in 5G O-RAN orders and robust demand across all divisions.
Fiscal Year 2024
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Q2 2024 saw $2.5M revenue and a $1.57M net loss amid global demand declines, but strong inventory and a $130M pipeline support optimism. 5G and MMIC segments are expected to drive significant growth in 2025, with new contracts and product launches anticipated.