Tron (TRON) investor relations material

Executive summary

• Achieved net income of $21.6 million for Q1 2026, a significant turnaround from a net loss of $0.65 million in Q1 2025, driven by unrealized gains on digital asset investments and staking income.

• Revenue from toy sales increased to $1.18 million, up from $1.09 million year-over-year, with improved gross margins due to lower cost of goods sold.

• Strategic focus on TRX token accumulation and staking, with nearly all TRX tokens staked to generate yield, positioning the company as the largest public holder of TRX tokens.

• Closed a $100 million PIPE transaction and an $18 million stock purchase, both paid in digital assets, strengthening the treasury and aligning with blockchain strategy.

• Continued execution of a blockchain-integrated treasury strategy and stable merchandise business.

Financial highlights

• Q1 2026 revenue: $1.18 million (vs. $1.09 million Q1 2025); gross profit: $318,241 (vs. $266,535 Q1 2025).

• Net income: $21.6 million; basic EPS: $0.08; diluted EPS: $0.05 (vs. loss per share of $0.04 in Q1 2025).

• Unrealized gain on digital asset investment: $20.7 million; unrealized staking income: $3.0 million.

• Digital asset holdings reached $225.1 million at fair value; total assets rose to $252.7 million from $211.4 million at year-end 2025.

• Shareholders' equity increased to $249.9 million.

Outlook and guidance

• Intends to continue accumulating and staking TRX tokens, with no set target for holdings.

• S-3 shelf registration for up to $1 billion in securities declared effective, supporting future capital raises and TRX acquisition strategy.

• Management emphasizes ongoing expansion into blockchain-powered treasury holdings and long-term value creation through innovation.

• No material subsequent events other than conversion of Series B Preferred Stock into 200 million common shares in April 2026.