Sono-Tek | 8-K: FY2026 Q2 Revenue Misses Estimate at USD 5.163 M

Revenue: As of FY2026 Q2, the actual value is USD 5.163 M, missing the estimate of USD 5.247 M.

EPS: As of FY2026 Q2, the actual value is USD 0.03, beating the estimate of USD 0.025.

EBIT: As of FY2026 Q2, the actual value is USD 339.59 K.

Segment Revenue

• Net Sales: Second quarter fiscal 2026 net sales were $5.163 million, a slight increase from $5.162 million in the same quarter of fiscal 2025, marking the sixth consecutive quarter with sales over $5 million.
• First Half Fiscal 2026 Revenue: Increased to $10.30 million from $10.19 million year over year.

Operational Metrics

• Gross Profit: Second quarter gross profit increased 3% year over year to $2.6 million, with a gross margin increase to 50% from 49%.
• Net Income: Second quarter net income increased 24% to $424 thousand, or $0.03 per share, compared with $341 thousand, or $0.02 per share.
• Operating Income: Increased 47% to $421 thousand in the second quarter compared to $286 thousand in the prior year.
• First Half Fiscal 2026 Net Income: Increased 35% year over year to $909 thousand, or $0.06 per share, compared with $672 thousand, or $0.04 per share.

Cash Flow

• Cash and Cash Equivalents: As of August 31, 2025, cash, cash equivalents, and marketable securities totaled $10.6 million with no outstanding debt.

Unique Metrics

• Backlog: Total equipment and service-related backlog increased 50% sequentially to $11.21 million, reflecting new order momentum from the medical market.

Outlook / Guidance

• Sono-Tek updated its fiscal year 2026 guidance, anticipating modest revenue growth with increasing demand in the medical device market, while balancing the impact of recent shifts in governmental clean energy and tariff policies.