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Ultralife (ULBI) investor relations material
Ultralife Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 sales rose 13% year-over-year to $48.6M, driven by the Electrochem acquisition and higher government/defense sales, while net income fell to $0.9M ($0.05 per share) due to increased operating expenses, interest, and one-time costs.
Adjusted EBITDA was $4.1M (8.5% of sales), down from $5.4M (12.6%) year-over-year.
Gross margin declined to 23.9% from 26.9% year-over-year, impacted by tariffs, product mix, and order timing.
Backlog at quarter-end was $89M, with replenishment rate strong despite a decrease from the previous quarter.
Management expects improved results in H2 2025 and 2026, with rebounds in Communications Systems and new product-driven growth.
Financial highlights
Q2 2025 revenue: $48.6M (+13.0% YoY); Battery & Energy Products up 25.0% to $45.9M, Communications Systems down 57.2% to $2.7M.
Government/defense sales up 61.1%, commercial sales down 20.4%; medical battery sales down 39%, oil & gas down 23.1%.
Operating income was $2.3M (4.6% of revenue), down from $3.9M (9.1%) year-over-year.
Operating expenses rose to $9.3M (19.2% of revenue), reflecting Electrochem inclusion and higher R&D.
Adjusted EPS was $0.07, down from $0.22 year-over-year.
Outlook and guidance
Management anticipates improved performance in H2 2025 and 2026, with expected recovery in Communications Systems, new product launches, and rebounds in medical and oil & gas demand.
Focus remains on margin improvement through pricing, cost deflation, lean initiatives, and operational efficiency.
Vertical integration of Electrochem expected to benefit oil & gas, with impact anticipated in 2026.
Assess impact of delayed orders on comm systems.
Explain the lower Battery & Energy gross margin.
How will vertical integration impact oil & gas?
Likelihood of multiple large deals in 12-18 months?
When will Comm Systems, medical, oil/gas rebound?
Quantify Electrochem vertical integration benefits.
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Q3 202531 Oct, 2025
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Frequently asked questions
Ultralife Corporation is a U.S.-based company that designs and manufactures power and communication systems. It produces batteries, energy storage systems, and communication equipment for defense, industrial, and medical markets. The company operates through segments that include battery and energy products, and communications systems. It is headquartered in Newark, New York, and its shares are listed on the NASDAQ.
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