Rekor Systems, Inc. provides infrastructure solutions for public safety, urban mobility, and transportation management markets in the United States and internationally. The ...
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Est. EPS $-0.02 · Revenue $14.10M · 1 analysts
Est. EPS $-0.02 · Revenue $14.03M · 1 analysts
Est. EPS $-0.11 · Revenue $51.05M · 1 analysts
Est. EPS $-0.02 · Revenue $11.90M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $48.5M | +5.3% | +23.4% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-31.5M | +48.8% | +94.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +55.9% | +13.4% | +46.9% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -51.9% | +56.0% | +102.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -64.9% | +51.3% | +95.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-22.9M | +32.9% | +42.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -47.3% | +36.3% | +53.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 69.4% | -27.0% | -8.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.06x | -3.4% | -11.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $85.4M | +3.5% | -5.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.26 vs -0.22 | -18.2% | -0.00 vs -0.03 | +86.7% |
| Revenue Surprise | $48.5M vs $50.3M | -3.8% | $12.7M vs $12.6M | +0.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| May 27, 2026 | BERMAN ROBERT ALAN | director, officer: CEO and Executive Chairman | Common Stock | D | 1,000,000 | — |
| Apr 21, 2026 | BERMAN ROBERT ALAN | director, officer: CEO and Executive Chairman | Common Stock | A | 1,000,000 | — |
| Mar 15, 2026 | Nalepa Joseph | officer: CFO | Common Stock | A | 100,000 | — |
| Mar 15, 2026 | Nalepa Joseph | officer: CFO | Common Stock | D | 1,155 | $1.01 |
| Mar 15, 2026 | SHAKERDGE-HENNESSY DEBRA | officer: Chief People Officer | Common Stock | D | 1,155 | $1.01 |
Operator: Good afternoon, ladies and gentlemen, and welcome to today's Rekor Systems, Inc. Conference Call. My name is Melissa and I will be your coordinator for today. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. For replay purposes. Before we start, I must remind you that statements made in this conference call concerning future revenues results of operations, financial position, markets, economic conditions, products and product releases, partnerships, and any other statement that is made to be construed as a prediction of future performance or events are forward looking statements. Such statements can involve known and unknown risks. Uncertainties and other factors, which may cause actual results to differ materially from those expressed or implied by such statements. We ask that you refer to the full disclaimers in our earnings release. You should also review a description of the risk factors contained in our annual and quarterly filings with the SEC. Non GAAP results will also be discussed on the call. The company believes that the presentation of non GAAP information provides useful supplementary data concerning the company's ongoing operations and is provided for informational purposes only. I now would like to turn the presentation over to Rekor's CEO, Mr. Robert Alan Berman. Robert Alan Berman: Thank you and good afternoon everyone. I will keep this brief Q2 shows the impact of the actions we said we were taking in the second half of 26. Revenue grew gross margins expanded and our adjusted EBITDA loss narrowed sharply year over year to approximately $1.2 million Joel will walk you through the details. The key point is that this is not a 1-quarter effect. We are nearing the end of a judicious cost reduction program and have absorbed many of the 1-time costs associated with that. So the savings are showing up in the run rate now. And we continue to expect additional cost efficiencies and further expansion of our recurring revenue base in the second half of 26. Our focus now is on continued execution, recurring growth and reaching profitability. On growth, I would like to start with GoSecure. We launched GoSecureVideo in June to cryptographically sign video at capture and prove frame by frame whether it has been altered. This is not a probability score. it is a determination. We have now extended the same approach to recorded audio. Addressing splicing, deletion, and synthetic replacement under 1 authenticity framework. In a world of inexpensive voice cloning, altered clips and disputed evidence, we believe the need to prove that both video and audio are real will only grow. We are now in active discussions with prospective launch partners. And we are being deliberate about commercial terms because we believe both can extend beyond the initial launch markets and has the potential to become an important media …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Riaz Latifullah | Executive Vice President of Strategic Program Development | USD 355,260 | Male | 1957 | Active |
Joseph Nalepa | Chief Financial Officer | USD 182,281 | Male | 1990 | Active |
Robert Alan Berman | Founder, President, CEO & Executive Chairman | USD 1 | Male | 1961 | Active |
Mathew Anthony Hill | Chief Science Officer | — | Male | 1984 | Active |
Scott Rutherford | Chief Innovation Officer | — | Male | 1959 | Active |
Debra Shakerdge-Hennessy | Chief People Officer | — | Female | — | Active |
Claud V. S. Eley | Outside General Counsel | — | Male | — | Active |
Bulent S. Ozcan | Director of Investor Relations | — | Male | — | Active |
Charles A. Degliomini | Executive Vice President of Government Relations & Corporate Communications | — | Male | 1959 | Active |
Christopher Kadoch | Chief Technology Officer | — | Male | — | Active |
Rekor Systems NASDAQ: REKR reported higher second-quarter revenue, expanding gross margins and a substantially narrower adjusted EBITDA loss as cost-cutting measures and growth in recurring revenue began to affect results.
Rekor Systems, Inc. (REKR) Q2 2026 Earnings Call Transcript
Rekor Systems, Inc. (REKR) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to a loss of $0.07 per share a year ago.
COLUMBIA, Md., Aug. 13, 2026 (GLOBE NEWSWIRE) -- Rekor Systems, Inc. (NASDAQ: REKR) ("Rekor" or the "Company"), which builds trusted data, privacy, and security solutions for real-world video and sensor networks, reported financial and operational results for the second quarter ended June 30, 2026.
New patent-pending capability verifies recorded audio at the point of capture, closing a long-standing gap in audio integrity New patent-pending capability verifies recorded audio at the point of capture, closing a long-standing gap in audio integrity
