Big Sky Industrial Inc., an independent energy company, focuses on the acquisition, exploration, and development of industrial gas, and oil and natural ...
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Est. EPS $-0.04 · Revenue $1.77M · 1 analysts
Est. EPS $-0.04 · Revenue $1.84M · 1 analysts
Est. EPS $-0.20 · Revenue $7.25M · 1 analysts
Est. EPS $-0.03 · Revenue $1.24M · 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). | $7.4M | -64.3% | +33.0% |
| 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. | $-14.4M | +44.3% | +28.4% |
| 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. | -30.7% | -2192.1% | +305.1% |
| 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). | -140.4% | -12.4% | +43.0% |
| 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. | -195.5% | -56.3% | +46.2% |
| 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. | $-19.2M | -477.9% | +200.0% |
| 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. | -261.3% | -1520.4% | +175.2% |
| 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. | 12.1% | +369.9% | +74.5% |
| 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. | 0.20x | -74.5% | -36.7% |
| 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. | $40.6M | -18.2% | +1.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.43 vs -0.34 | -27.6% | -0.04 vs -0.04 | -24.3% |
| Revenue Surprise | $7.4M vs $9.0M | -18.3% | $2.1M vs $2.0M | +4.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Apr 29, 2026 | Weinzierl John A | director, 10 percent owner, other: Member of 10% owner group | Common Stock | A | 909,000 | $1.10 |
| Apr 29, 2026 | Weinzierl John A | director, 10 percent owner, other: Member of 10% owner group | Common Stock | D | 1,818,000 | $1.10 |
| Apr 29, 2026 | Weinzierl John A | director, 10 percent owner, other: Member of 10% owner group | Common Stock | A | 909,000 | $1.10 |
| Mar 31, 2026 | Smith Ryan Lewis | director, officer: CEO | Common Stock | A | 15,000 | $0.87 |
| Mar 19, 2026 | Zajac Mark L. | officer: CFO | Common Stock | D | 21,853 | $1.02 |
Mason McGuire: Good morning, and welcome to Big Sky Industrial, Inc.'s Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Today's call is being recorded, and a replay will be available on the Investor Relations section of the company's website at bigskyindustrialinc.com. Before we begin, I'd like to remind everyone that today's discussion will include forward-looking statements within the meaning of the federal securities laws. These statements are based on management's current expectations and are subject to risks and uncertainties that could cause actual results to differ materially. Please refer to the company's most recent SEC filings, including the Form 10-Q filed today with the Form 10-K for a discussion of these risks. Statements made on this call only as of today, and the company undertakes no obligation to update them. Joining us today are Ryan Smith, President and Chief Executive Officer; and Mark Zajac, Chief Financial Officer. I will now turn the call over to Ryan Smith. Ryan Smith: Thanks, Mason, and good morning, everyone. Welcome to our second quarter call. The first one we get to do is Big Sky Industrial. Investor engagement over the last 90 days has been the strongest I've seen in my time here with more meetings, sharper questions and a lot more of them from institutions that have never looked with us before. The story is starting to resonate, and that's a credit to the work this team has put in over the last several quarters. Let me start with the name since it's the most visible change since we last spoke. On June 8, U.S. Energy Corp. became Big Sky Industrial and our stock began trading on NASDAQ under BSIN. Structurally, nothing moved and nothing was required of shareholders. It wasn't a change in strategy, but it was the name catching up for the business. We spent the last few years turning the legacy oil and gas producer into an integrated industrial gas and carbon management platform. And in the second quarter, we made that official. The quarter was about finishing the foundation and then going to work on top of it. In April, we completed the Phase 1 capital stack by amending our credit facility and doubling the borrowing base. And later that month, we signed a 5-year 100% take-or-pay helium offtake with an investment-grade global industrial gas counterparty. In June, we completed the rebrand and all quarter long, capital went into the ground in Montana. Every structural piece of Phase 1 is now in place, engineering, permitting, EPC, funding and offtake. What's left between here and first revenue is execution. Here's how I'll walk through the call this morning, what's happening in the field, then our commercial position and the market we're walking into. Mark will take you through the quarter and the balance sheet, and I'll come back at the end with what's ahead. Let's start in the field because like every development project, execution is critical. We made our final investment decision on the Phase 1 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Ryan Lewis Smith | President, Chief Executive Officer & Director | USD 608,426 | Male | 1983 | Active |
Mark Zajac | Chief Financial Officer | USD 458,196 | Male | 1968 | Active |
Jakob Hulcy | Vice President of Operations | — | Male | — | Active |
Big Sky Industrial Inc. Common Stock (NASDAQ: BSIN - Get Free Report) crossed above its two hundred day moving average during trading on Wednesday. The stock has a two hundred day moving average of $1.02 and traded as high as $1.42. Big Sky Industrial Inc. Common Stock shares last traded at $1.36, with a volume
U.S. Energy Corp. (NASDAQ:USEG) has officially changed its corporate name to Big Sky Industrial Inc, as the Houston-based company repositions around helium...
New Name Reflects Company Shift to Integrated Industrial Gas, Energy and Carbon Management Strategy New Name Reflects Company Shift to Integrated Industrial Gas, Energy and Carbon Management Strategy
HOUSTON, May 13, 2026 (GLOBE NEWSWIRE) -- U.S. Energy Corp. (NASDAQ: USEG) (“U.S. Energy” or the “Company”), an integrated industrial gas, energy, and carbon management company, today announced that its Chief Executive Officer, Ryan Smith, will participate in the LD Micro Invitational XVI Conference taking place May 17-19, 2026 at the Luxe Sunset Blvd Hotel in Los Angeles, CA.
U.S. Energy Corp. (USEG) Q1 2026 Earnings Call Transcript
