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Elsight (ELS) investor relations material
Elsight Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved sixth consecutive quarter of record revenue, with Q2 2026 revenue of US$11.83 million, nearly five times the prior corresponding period.
H1 2026 unaudited revenue reached US$23.4 million, already surpassing full-year 2025 revenue.
Sustained profitability with H1 2026 non-GAAP net profit expected to exceed US$10 million.
Expanded global market presence, with strong order flow in the US, Europe, and Middle East.
Secured first paying customer for Stealth Initiative business unit, validating entry into a US$20 billion market.
Financial highlights
Q2 2026 revenue of US$11.83 million, a threefold increase over Q2 2025.
H1 2026 recurring revenue of US$2.9 million, already exceeding full-year 2025 recurring revenue.
Net cash generated from operating activities in H1 2026 was US$3.8 million.
Cash and cash equivalents at 30 June 2026 stood at US$63.3 million.
Outlook and guidance
Material revenue contribution from US defense programs expected from CY2027 onwards.
Broader commercial launch of GNSS-denied positioning capability planned for late CY2026.
Recurring revenue streams expected to become a more significant component of future performance.
- Record H1 revenue, major contracts, and capital raise set up for H2 2025 profitability.ELS
H1 20258 Jul 2026 - Record Q3 revenue, first-ever profitability, $157M pipeline, and $50M cash at quarter end.ELS
Q3 2025 TU11 Jun 2026 - Record revenue, profitability, and strategic growth defined the year amid robust shareholder engagement.ELS
AGM 202629 May 2026 - Record revenue, Blue List approval, and robust pipeline drive strong growth outlook.ELS
Q1 2026 TU30 Apr 2026 - Revenue up 87%, net loss narrowed, with strong growth in defense and UAV markets.ELS
H2 202330 Mar 2026 - Record revenue and profitability in 2025, with strong backlog and cash for continued growth.ELS
H2 202530 Mar 2026 - 2025 revenue soared 11x to $23M, with strong cash, major contracts, and a robust 2026 outlook.ELS
Q4 2025 TU4 Feb 2026 - Strong revenue and ARR growth, major defense wins, and new products set up for 2025 expansion.ELS
H2 20248 Jan 2026 - Q1 2025 revenue up 64% YoY, with a $4.28M defense order fueling rapid growth.ELS
Q1 2025 TU7 Jan 2026
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