Slide 1: Investor Briefing Fourth Quarter Fiscal Year 2025
INVESTOR BRIEFING FOURTH QUARTER FISCAL YEAR 2025 November 2025
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
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 June 30, 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. 32% of Revenue 46% of Revenue 22% of Revenue Our smart water s
Slide 6: Q4 FY25 Earnings Highlights
Q4 FY25 Earnings Highlights $30.7 million Revenue generates a Net Loss for the Quarter $9.1 million, or $(0.71) per diluted share . $24 MILLION PIONEER CONTRACT for First Significant Sale of Ultralight Seismic Land Nodes to Dawson Geophysical CEO QUARTERLY COMMENTARY Richard J. (“Rich”) Kelley, Pres
Slide 7: Quarter Over Quarter Results
Quarter Over Quarter Results FY25 Q4 REVENUE FY25 Q4 GROSS PROFIT $30.7 Million $3.5 Million Down 13% q-o-q down 78% q-o-q FY25 Q4 NET LOSS FY25 Q4 ADJUSTED EBITDA $(9.1) Million $(3.9) Million up 30% q-o-q down 146% q-o-q
Slide 8: TTM Results Ending September 30, 2025
TTM Results Ending September 30, 2025 TTM REVENUE TTM GROSS PROFIT $110.8 Million $32.9 Million down 18% y-o-y down 37% y-o-y TTM NET LOSS TTM ADJUSTED EBIDTA $(9.7) Million $5.6 Million down 48% y-o-y down 80% y-o-y
Slide 9: Adjusted EBITDA
Adjusted EBITDA Adjusted EBITDA 3-months Ending 9/2025 TTM Ending 9/2025 ($’s in thousands) Income (loss) before income taxes $(8,729) $(9,336) Depreciation Expense 2,381 9,929 Amortization of intangible assets 106 218 Interest Expense 38 169 Inventory Obsolescence 1971 3,071 Stock-Based Compensatio
Slide 10: Strong Balance Sheet & Liquidity
Strong Balance Sheet & Liquidity ($ in millions, as of September 30, 2025) FINANCIAL STABILITY and staying power Cash & Short-term Investments $ 26 NO LONG-TERM DEBT with ability to Working Capital $ 64 borrow up to $8M Current Ratio 3.6X Debt / Total Book Capitalization 0% LONG-TERM TRACK RECORD of
Slide 11: Smart Water Financials
Smart Water Financials FY25 Q4 REVENUE FY25 Q4 OPERATING INCOME $8.5 Million $1.6 Million Down 28% q-o-q down 57% q-o-q Note: As a result of the business segment realignment, a change in allocation of manufacturing costs and other costs of reven ue was introduced causing misalignment in period over
Slide 12: Smart Water Q4 Operational Highlights
Smart Water Q4 Operational Highlights Growth Year over Yearfor the fiscal year, revenue from this segment totaled $35.8 million versus $32.4 million Vision for Smart Water for the same prior year period for an increase of 10%. “We see significant future potential in the municipal and multi-family Ex
Slide 13: Energy Solutions Financials
Energy Solutions Financials FY25 Q4 REVENUE FY25 Q4 OPERATING INCOME(LOSS) $15.7 Million ($5.0 Million) down 11% q-o-q down 190% q-o-q
Slide 14: Energy Solutions Q4 Operational Highlights
Energy Solutions Q4 Operational Highlights LAND EXPLORATION Energy Solutions closed a contract valued at $24 million to Dawson Geophysical, which represents a substantial sale of the newly released Pioneer , an ultralight land node for seismic surveys. RESERVOIR INTELLIGENCE Facility restructuring t
Slide 15: Intelligent Industrial Financials
Intelligent Industrial Financials FY25 Q4 REVENUE FY25 Q4 OPERATING INCOME (LOSS) $6.4 Million ($1.1 Million) up 9% q-o-q down 76% q-o-q Note: As a result of the business segment realignment, a change in allocation of manufacturing costs and other costs of revenue was introduced causing misalignment
Slide 16: Intelligent Industrial Q4 Operational Highlights
Intelligent Industrial Q4 Operational Highlights ACQUIRED SECURITY TECHNOLOGY In late August 2025, Geospace completed the acquisition of GeoVox, Inc., a small business with the exclusive license to analytics developed by the Oak Ridge National Laboratory to detect the human heartbeat inside a vehicl
Slide 17: Why Invest In Geospace Technologies?
Why Invest In Geospace Technologies? Financially Solid Market Leader Diverse Revenue Streams Conservatively run History of technology 32% Smart Water company with strong innovation and robust 46% Energy Solutions balance sheet, no debt. manufacturing with solid 22% 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