|GEOS Overview
GEOS

GEOSPACE TECHNOLOGIES CORP

Other • CIK: 0001001115

Loading...

Market Cap
$216.74M
P/E (TTM)
-7.8x
Rev Growth (TTM)
-19.2%
Net Margin (TTM)
-28.1%
FCF Yield (TTM)
-15.2%
FCF Margin (TTM)
-33.3%

LATEST EARNINGS

Q1 FY2026
30 days ago
View source
Revenue
$25.59M
-31.3%
Net Income
$-9.77M
-216.6%
EPS
$-0.76
-216.9%
Gross
10.5% -43.6%
Operating
-40.0% -61.1%
Net
-38.2% -60.7%
  • 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.
  • Intelligent Industrial segment saw an increase in demand for contract manufacturing services, partially offsetting a decrease in industrial sensor products.
  • Company continues to invest in future growth and advance strategic initiatives.

Cash Flow Health

Free Cash Flow0/8 positive
TTM$-33M
Q1 '26
$-18M-181%
Q4 '25
$-6M-2%
FCF Margin
TTM-33.3%
Q1 '26-68.6%-238%
Sector: 0.0%Below Avg
OCF Margin-26.0%
OCF/NI0.93x
CapEx Coverage-3.6x
FCF Yield-15.2%
FCF Growth (2Y)
Cash Conversion Cycle
143 days
DSO: 46+DIO: 130DPO: 34

Capital Allocation & Returns

Accumulating Cash
Total Shareholder YieldTTM
TTM0.2%
Div Yield0.0%
+
Buyback (TTM)0.2%

Limited capital returns

Dividend & Payout Metrics
Dividend Yield (TTM)0.0%
Free Cash Flow (TTM)$-33.0M
Stock Repurchases (TTM)$418000
Capital Return / FCF-1.3%
Est. Dividends Paid (TTM)$0
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
-22.8%
Volatile
-27.0%
P25MedianP75
25th pctl (med: 0.0%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
-30.0%
8Q: -13.9%
Asset Turnover
0.66x
8Q: 0.68x
Leverage (1+D/E)
1.00x
D/E: 0.00x
DuPont: -19.7%-22.8% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
4.26x
8Q:4.31x
-14.2%
Invested Cap Turn
1.03x
8Q:1.08x
+9.1%
CapEx Intensity
7.5%
8Q:7.3%
CapEx/Depreciation
0.99x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
Revenue
$99.2M
$25.6M16.7%
$30.7M23.6%
$24.8M37.8%
$18.0M51.6%
$37.2M5.0%
$35.4M37.0%
$25.9M6.5%
$24.3M
Operating Income
$-29.4M
$-10.2M11.3%
$-9.2M2595.1%
$369.0K103.6%
$-10.3M231.2%
$7.8M564.5%
$1.2M149.3%
$-2.4M46.9%
$-4.5M
Net Income
$-27.9M
$-9.8M7.8%
$-9.1M1292.4%
$760.0K107.8%
$-9.8M217.0%
$8.4M165.1%
$-12.9M521.3%
$-2.1M52.2%
$-4.3M
Operating Cash Flow
$-25.8M
$-15.1M267.0%
$-4.1M13.1%
$-4.7M149.7%
$-1.9M83.6%
$-11.5M639.7%
$-1.6M23.9%
$-1.3M85.9%
$-8.9M
Free Cash Flow
$-33.0M
$-17.6M181.3%
$-6.2M1.5%
$-6.1M97.5%
$-3.1M78.8%
$-14.7M701.1%
$-1.8M10.1%
$-1.7M85.3%
$-11.3M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
-7.8x
Volatile
8Q: -16.5x+8336%
Multiple expansion without fundamental improvement
Valuation Lenses
Earnings
-7.8x
vs sector
Cash Flow
-5.9x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
P/E per %ROIC
ROIC: -22.8%
Shareholder Returns
Dividend
Buyback
0.2%
Total Yield
0.2%
Market Cap$216.74M
EV$194.73M
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
-16/100
Below Average

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Bottom 25%
-21.3%
8Q:
Return on Invested Capital (ROIC)Below Avg
-22.8%
8Q:
-27.0%
vs Sector:0.0%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: -30.0%
Asset Turnover: 0.66x

Earnings Quality

Cash Conversion

0.93x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin15.6%

Capital Efficiency

Invested Capital Turnover1.03x

Working Capital

Cash Conversion Cycle143 days

Growth Quality & Momentum

Low Quality
Growth Quality Score
31/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
-19.2%
OpInc Growth YoY
-230.8%
EPS Growth YoY
-172.5%
FCF 3Y CAGR
N/A

Growth Quality Analysis

Sustainability Index: 3.0/10 - Growth sustainability concerns

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
15.6%
Operating
-29.6%
Below Avg in sector
Net
-28.1%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
-5.2 pts
FCF: -33.3% | Net: -28.1%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $10.58M
Interest Coverage
+Net cash position: $10.58M
Leverage Metrics
Debt-to-Equity
0.00x
Balance sheet risk & solvency analysis