GEOSPACE TECHNOLOGIES CORP (GEOS) Earnings History

GEOSPACE TECHNOLOGIES CORP - Q1 FY2026 EarningsMissed

Filed at: Feb 4, 2026, 5:15 PM EST|Read from source

EXECUTIVE SUMMARY

Geospace Technologies reported a challenging first quarter with significant revenue and net loss declines year-over-year, impacted by economic uncertainty, inflation, and supply chain issues across its segments. Despite these headwinds, the company continues to invest in strategic initiatives and technology to diversify its business and drive long-term value.

POSITIVE HIGHLIGHTS

  • •

    Smart Water segment revenue for the quarter was higher than the average of the last several years' revenue for the first quarter of the fiscal year.

    neutral
  • •

    Intelligent Industrial segment saw an increase in demand for contract manufacturing services, partially offsetting a decrease in industrial sensor products.

    neutral
  • •

    Company continues to invest in future growth and advance strategic initiatives.

    positive

CONCERNS & RISKS

  • •

    Total revenue decreased by 31.3% year-over-year to $25.6 million from $37.2 million.

    negative
  • •

    Net loss widened significantly to $9.8 million, or $(0.76) per diluted share, compared to a net income of $8.4 million, or $0.65 per diluted share, in the prior year.

    negative
  • •

    Smart Water segment revenue decreased by 21% year-over-year to $5.8 million from $7.3 million, primarily due to seasonal deployment schedules and municipal budget cycles.

    negative
  • •

    Energy Solutions segment revenue decreased by 40% year-over-year to $14.6 million from $24.3 million, impacted by lower demand for Pioneer and related equipment and reduced utilization of the OBX rental fleet.

    negative
  • •

    Intelligent Industrial segment revenue decreased by 8% year-over-year to $5.1 million from $5.6 million, primarily due to lower demand for industrial sensor products.

    negative
  • •

    Operating loss increased to $10.2 million from operating income of $7.8 million in the prior year.

    negative
  • •

    Cash and cash equivalents decreased to $10.6 million from $26.3 million in the prior quarter.

    negative
  • •

    Inventories increased to $35.4 million from $30.9 million in the prior quarter.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$25.59M
-31.3%
Prior year: $37.22M
Net Income
Quarterly
$-9.77M
-216.6%
Prior year: $8.38M
EPS (Diluted)
Quarterly
$-0.76
-216.9%
Prior year: $0.65
Operating Income
Quarterly
$-10.25M
-230.8%
Prior year: $7.83M
EPS (Basic)
Quarterly
$-0.76
-215.2%
Prior year: $0.66

MARGIN ANALYSIS

Gross Margin
Current Quarter
10.5%
Prior Year
54.1%
YoY Change
-4359 bps
Operating Margin
Current Quarter
-40.0%
Prior Year
21.1%
YoY Change
-6110 bps
Net Margin
Current Quarter
-38.2%
Prior Year
22.5%
YoY Change
-6067 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q1 FY2026 2026

VISUAL OVERVIEW

|
Smart Water
0.0%
N/A
Energy Solutions
0.0%
N/A
Intelligent Industrial
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Smart Water
N/A———
Energy Solutions
N/A———
Intelligent Industrial
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT COMMENTARY

We continue to operate in an environment shaped by economic uncertainty, inflation, tariffs and supply chain challenges.

— GEOSPACE TECHNOLOGIES CORP, Q1 FY2026 2026 Earnings Call

We continue to invest in our future, advance our strategic initiatives, and leverage innovative technology to further diversify the business.

— GEOSPACE TECHNOLOGIES CORP, Q1 FY2026 2026 Earnings Call

The environment surrounding our Energy Solutions segment is defined by uncertainty and change.

— GEOSPACE TECHNOLOGIES CORP, Q1 FY2026 2026 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Inventories, net
35.4M
+14.4% YoY
Prior year: 30.9M
millions
Trade accounts and financing receivables, net
25.4M
-9.5% YoY
Prior year: 28.0M
millions

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.