Swarmer, Inc. is dedicated to developing cutting-edge autonomous drone technology and comprehensive solutions. The company's primary focus areas encompass artificial intelligence, hardware ...
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Est. EPS $-0.14 · Revenue $1.00M · 1 analysts
Est. EPS $-0.07 · Revenue $3.00M · 1 analysts
Est. EPS $-0.93 · Revenue $4.24M · 1 analysts
Est. EPS $0.03 · Revenue $5.50M · 1 analysts
EPS $-0.69 · Revenue $309920.00
EPS $-1.26 · Revenue $329410.00
| 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). | $309920 | -5.9% | +964.8% |
| 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. | $-8.5M | -312.1% | -64.3% |
| 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. | +41.2% | -4.1% | +188.0% |
| 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). | -1650.8% | -339.0% | +84.8% |
| 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. | -2752.1% | -338.0% | +84.6% |
| 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. | $-4.9M | -361.5% | -61.0% |
| 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. | -1571.2% | -390.5% | +84.9% |
| 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. | 1.6% | — | -34.8% |
| 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. | 7.92x | -6.8% | -41.0% |
| 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. | $10.3M | +381.2% | +36.1% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.69 vs -2.99 | +76.9% | -0.45 vs -0.12 | -275.0% |
| Revenue Surprise | $309920 vs $219541 | +41.2% | $216413 vs $1.0M | -78.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 13, 2026 | Reisfield Derek | director | Stock Option (right to buy) | A | 2,511 | $42.99 |
| Aug 13, 2026 | WAGENHEIM PHILIP | director | Stock Option (right to buy) | A | 2,511 | $42.99 |
| Aug 13, 2026 | Zeefe Justin Matthew | director | Stock Option (right to buy) | A | 2,511 | $42.99 |
| Aug 13, 2026 | ANTOIAN EDWARD N | director | Stock Option (right to buy) | A | 2,511 | $42.99 |
| Aug 13, 2026 | Frenkel Amir | director | Stock Option (right to buy) | A | 2,511 | $42.99 |
Operator: Good afternoon. Welcome to the Swarmer, Inc. Second Quarter 2026 Earnings Conference Call. Joining us for today's presentation are the company's President and U.S. CEO, Alex Fink; and Chief Financial Officer, Brooks Ensign. [Operator Instructions] Before we begin, I want to remind everyone that today's call will include forward-looking statements within the meaning of the federal securities laws. These statements include, among others, statements regarding Swarmer strategy, market opportunity, customer engagement, product development, technology integrations, expansion into new markets, future revenue opportunities, expected customer mix, potential deployments and the anticipated benefits of the company's relationships, memorandum of understanding, partnerships and commercial initiatives. Forward-looking statements are based on current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially. Additional information about factors that could cause actual results to differ is included in the company's earnings release issued today and in the company's filings with the Securities and Exchange Commission including the risk factors described in those filings. The company undertakes no obligation to update forward-looking statements, except as required by law. Finally, I would like to remind everyone that this conference call is being webcasted, and the recording will be made available for replay on the company's Investor Relations website. In addition to the webcast, the company has posted a press release that accompanies these results which can also be found on the Investor Relations website. I will now turn the call over to Swarmer's President and U.S. CEO, Alex Fink, for his comments. Sir, please proceed. Alexander Fink: Thank you, operator, and thank you, everyone, for joining us. The second quarter of 2026 marked our first full quarter as a public company and an important period of progress across the business. We successfully expanded our customer base, advanced deployments across multiple unmanned platforms and continued investing in the people, technology and partnerships that we believe will support our next phase of growth. From a broader perspective, our investment thesis remains unchanged. We continue to believe the defense and security industries are in the early stages of a fundamental transition towards autonomous and collaborative systems. Millions of drones are expected to be produced annually. Yet the challenge is no longer simply manufacturing hardware. The challenge is coordinating, controlling and scaling large numbers of autonomous platforms operating in complex environments. That is the problem Swarmer was built to solve. Our software serves as the intelligence layer that enables one operator to coordinate large numbers of autonomous systems in the real time. Because we are platform-agnostic, our objective is not to build a drone. Our objective is to …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Serhii Kupriienko | Co-Founder & Director | USD 166,985 | Male | 1986 | Active |
Alexander Fink | President, CEO of U.S. & Director | USD 121,897 | Male | 1985 | Active |
Garrett Kasper | Chief Communications Officer | — | Male | — | Active |
Olga Sidorina Wilkins | Director of HR | — | Female | — | Active |
Brooks Ensign | CFO & Treasurer | — | Male | 1966 | Active |
Efi Ben Artzy | Chief of Staff to the CEO | — | Male | — | Active |
Mykhailo Nestor | Chief Product Officer | — | Male | — | Active |
Oleksii Filippenkov | Vice President of Operations | — | Male | — | Active |
Jennifer DeTrani | Chief Legal Officer, VP, General Counsel & Secretary | — | Female | 1975 | Active |
Swarmer is a high-margin SaaS play targeting the autonomous drone market, with a unique software-only business model. Despite a recent earnings miss, SWMR maintains strong growth prospects, aiming for $40 million in revenue by 2028 and 80%+ gross margins. SWMR's flagship Trident OS has proven deployment in Ukraine, supporting recurring revenues and a $355 million near-term market opportunity.
U.S. stock futures were mixed this morning, with the Dow futures falling around 0.1% on Friday.
Swarmer NASDAQ: SWMR reported second-quarter 2026 revenue of approximately $216,000, up from $138,000 in the prior-year period, as the autonomous-systems software company completed its first full quarter as a public company. The company also reported a wider net loss as it increased spending on personnel, engineering, product development and public-company operating costs.
Swarmer, Inc (SWMR) Q2 2026 Earnings Call Transcript
AUSTIN, Texas, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Swarmer, Inc (“Swarmer” or the “Company”) (Nasdaq: SWMR), a drone autonomy software company which has supported more than 100,000 real-world combat missions in Ukraine since April 2024, today announced financial results for the quarter ended June 30, 2026 (“Q2 2026”), and discussed recent business developments.
