Geospace Technologies Corporation · NASDAQ:GEOS
Geospace Technologies — Q2 2026 Earnings Presentation
18 slides from Geospace Technologies's earnings presentation, May 8, 2026
Slide 1: Investor Briefing Second Quarter Fiscal Year 2026
INVESTOR BRIEFING SECOND QUARTER FISCAL YEAR 2026 May 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements This news release contains “forward-looking” statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). These forward-looking statements can be identified
Slide 3: Our Purpose and Background on Geospace
OUR PURPOSE Geospace partners with customers to solve their toughest challenges, delivering innovative solutions and sustainable long-term value to our key stakeholders. BACKGROUND ON GEOSPACE Founded in 1980 in Houston, Texas Publicly Traded on NASDAQ - GEOS Earned a reputation for paradigm-shiftin
Slide 4: Stock Statistics NASDAQ GEOS
Stock Statistics NASDAQ GEOS SHARES INSTITUTIONAL YEAR END PUBLICLY NET DEBT OUTSTANDING OWNERSHIP TRADED 12.8 MM 67% Sept. 30 $0 1997 Source: NASDAQ as of December 31, 2025 4
Slide 5: Three Business Segments
We’re Divided Into THREE BUSINESS SEGMENTS We boast a history of technology innovation and robust manufacturing with solid adoption in varied markets including oil and gas exploration, smart water, imaging, and security and surveillance. 28% of Revenue 48% of Revenue 24% of Revenue Our smart water s
Slide 6: Q2 FY26 Earnings Highlights
Q2 FY26 Earnings Highlights $19.7 million Revenue generates a Net Loss for the Quarter $11.0 million, or $(0.86) per diluted share . CEO QUARTERLY RECOGNIZED FIRST REVENUE from our Permanent COMMENTARY Reservoir Monitoring contract as initial manufacturing activities began in Houston, representing a
Slide 7: Quarter Over Quarter Results
Quarter Over Quarter Results FY26 Q2 REVENUE FY26 Q2 GROSS PROFIT $19.7 Million $0.7 Million up 10% q-o-q down 60% q-o-q FY26 Q2 NET LOSS FY26 Q2 ADJUSTED EBITDA $(11.0) Million $(6.9) Million down 13% q-o-q down 6% q-o-q
Slide 8: TTM Results Ending March 31, 2026
TTM Results Ending March 31, 2026 TTM REVENUE TTM GROSS PROFIT $100.9 Million $14.3 Million down 13% y-o-y down 63% y-o-y TTM NET OPERATING LOSS TTM ADJUSTED EBIDTA $(30.5) Million $(13.3) Million down 733% y-o-y down 177% y-o-y
Slide 9: Adjusted EBITDA
Adjusted EBITDA 3-months Ending 3/31/2026 TTM Ending 3/31/2026 ($'s in thousands) Income before Taxes ($11,060) ($28,645) Interest Expense 35 154 Depreciation 2,574 9,731 Amort 141 426 Impairment 0 0 Inventory Obsolescence 1,147 3,940 Stock-Based Compensation 326 1,355 Change in FV of Contingent Con
Slide 10: Strong Balance Sheet & Liquidity
Strong Balance Sheet & Liquidity ($ in millions, as of March 31, 2026) FINANCIAL STABILITY and staying power Cash & Cash equivalents $ 13.4 NO LONG-TERM DEBT with ability to Working Capital $ 45.4 borrow up to $25M Current Ratio 2.5X LONG-TERM TRACK RECORD of Debt / Total Book Capitalization 0% cons
Slide 11: Smart Water Financials
Smart Water Financials FY26 Q2 REVENUE FY26 Q2 OPERATING INCOME (LOSS) $3.7 Million ($1.6 Million) Down 61% q-o-q down 214% q-o-q
Slide 12: Smart Water Q2 Operational Highlights
Smart Water Q2 Operational Highlights Platform as a Servicereleased for Aquana smart valve platform, which provides everything a utility or municipality needs to deploy and operate modern smart-water infrastructure without the complexity of owning, maintaining, or managing the technology. By shiftin
Slide 13: Energy Solutions Financials
Energy Solutions Financials FY26 Q2 REVENUE FY26 Q2 OPERATING INCOME(LOSS) $9.6 Million ($4.8 Million) Up 272% q-o-q up 28% q-o-q
Slide 14: Energy Solutions Q2 Operational Highlights
Energy Solutions Q2 Operational Highlights LAND EXPLORATION Second quarter revenue from Energy Solutions included revenue related to the sale of Pioneer to Dawson Geophysical. Currently, more than half of the land seismic crews working in North America are using Geospace products. RESERVOIR INTELLIG
Slide 15: Intelligent Industrial Financials
Intelligent Industrial Financials FY26 Q2 REVENUE FY26 Q2 OPERATING INCOME (LOSS) $6.3 Million ($0.6 Million) Up 7% q-o-q Up 54% q-o-q
Slide 16: Intelligent Industrial Q2 Operational Highlights
Intelligent Industrial Q2 Operational Highlights ADDRESSING EVOLVING OPERATIONAL SECURITY DEMANDS, Geospace recently introduced a next-generation Heartbeat Detector® featuring a dramatically optimized form factor. The redesigned unit achieves an 80% reduction in weight and a 75% reduction in overall
Slide 17: Why Invest In Geospace Technologies?
Why Invest In Geospace Technologies? Financially Solid Market Leader Diverse Revenue Streams Conservatively run History of technology 28% Smart Water company with strong innovation and robust 48% Energy Solutions balance sheet, no debt. manufacturing with solid 24% Intelligent Industrial adoption in
Slide 18: Exploring Investing in GEOS?
Exploring Investing in GEOS? For questions or conversation regarding this briefing, please contact InvestorQuestions@geospace.com 18
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