ACFN · Acorn Energy, Inc.
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AI Brief
Q2 FY26 earnings call · Jun 8, 2026TL;DR. Acorn Energy reported Q2'26 results with revenue down 29.4% year-over-year to $2.5M and net income of $0.12 per share due to lapping a large cell phone provider hardware contract, while high-margin recurring monitoring revenue grew 8% to $1.4M and gross margin expanded 750 bps to 82.4%. The company launched its new OMNI360 cell tower monitoring suite and announced a new partnership making OmniMetrix the standard monitoring option on Champion Power Equipment home standby generators, with management guiding to more favorable revenue comparisons and a return to its 20% average annual growth target.
- + High-margin recurring monitoring revenue grew 8.0% in Q2 and 9.8% year-to-date, reflecting a growing base of monitored endpoints.
- + Gross margin expanded 750 bps to 82.4% in Q2'26, driven by a higher mix of 95.6%-gross-margin monitoring revenue.
- + Launched OMNI360, an all-in-one cell tower site monitoring and security suite targeting a large addressable market.
- + New partnership makes OmniMetrix the standard monitoring option on Champion Power Equipment's aXis and fleX home standby generators, expected to begin positively impacting results in the current quarter.
- + Management expects more favorable revenue comparisons and a return toward its 20% average annual growth target as the large cell phone provider hardware contract cycles out.
- + Strong balance sheet with $4.478M cash, no debt, and $6.4M net working capital excluding deferred revenue.
- − Total Q2'26 revenue declined 29.4% year-over-year to $2,489,000 as hardware revenue fell 51.7% due to lapping a large cell phone provider contract.
- − OMNI360 sales cycle is expected to be long and revenue timing is not yet visible, introducing near-term uncertainty.
- − Management acknowledged the upcoming quarter will be negative year-over-year due to cycling a $5 million telecom contract, though better than Q1.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Scientific & Technical Instruments — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ACFN
this stock
Acorn Energy, Inc.
|
$46.90M | +23.8% | -49.8% | 30.6 | 1.3% |
|
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$65.16B | +88.4% | +8.0% | 52.4 | 1.4% |
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$61.22B | +69.4% | +19.2% | 75.9 | 5.6% |
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GRMN
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$51.75B | +32.3% | +15.1% | 30.0 | 1.7% |
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TDY
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$28.45B | +20.2% | -4.6% | 29.7 | 2.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ACFN | -1.7% | -13.6% | +1.7% | -6.6% | +23.8% |
| SPY | +1.2% | +1.9% | +9.9% | +2.1% | +14.2% |
| vs SPY | -2.9% | -15.4% | -8.1% | -8.6% | +9.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.