NASDAQ$NNOX

Nano-X Imaging Ltd. · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Nanox Q4 2025: $3.7M revenue (+23% YoY) as U.S. commercialization accelerates despite $33.4M net loss

Nanox reported fourth-quarter 2025 revenue of $3.7 million, up from $3.0 million in Q4 2024, driven by teleradiology growth, the Nanox Health IT acquisition, and early AI/software contributions. GAAP net loss widened to $33.4 million from $14.1 million a year earlier, largely due to a $17.5 million impairment tied to restructuring of the South Korean chip manufacturing line. Non-GAAP net loss was $11.2 million versus $10.0 million in the prior-year quarter. The company ended 2025 with $60.0 million in cash and equivalents, signed distribution agreements for roughly 360 Nanox.ARC systems in the U.S., and reiterated a full-year 2026 revenue target of $35 million.

  • Q4 revenue rose to $3.7M from $3.0M YoY; teleradiology contributed $3.1M with GAAP gross margin of about 27%.
  • GAAP net loss was $33.4M, including a $17.5M long-lived asset impairment from Korean fab restructuring.
  • Non-GAAP net loss was $11.2M; the company closed 2025 with $60.0M in cash versus $83.5M at year-end 2024.
  • Commercial momentum included Howard distribution for 300 Nanox.ARC systems and acquisition of Nanox Health IT.
  • Management targets $35M in full-year 2026 revenue as deployments and partner activations scale.

Headline financials

Total Revenue

$3.7M

Previous: $3M+23.3%
EPS (adj)

-$0.17

Previous: -$0.17+0.0%
GAAP gross loss margin

97.0%

No prior period
Nanox.ARC systems in deployment pipeline

36

No prior period
Non-GAAP gross loss margin

32.0%

No prior period
Net Income

-$33.4M

Previous: -$14.1M-137.3%
Operating Income

-$35.4M

Previous: -$15M-136.5%
Gross Profit

-$3.62M

Previous: -$2.99M-21.1%
Cash & Equivalents

$60M

No prior period

Revenue & EPS history

Nano-X · Revenue · Quarterly

$3.7M

Q4 2025+23.3%vs Q4 2024
Beat estimate in 1 of 12 quarters(8%)
ActualEstimate

Revenue by segment

Nano-X · $3.65M total across 3 segments · Q4 2025

  • Teleradiology services
    $3.1M
  • AI and software solutions
    $500K
  • Imaging systems and OEM
    $49K

Forward guidance

Nanox continues to target approximately $35 million in revenue for full-year 2026, contingent on system activations, partner deployments, regulatory approvals, and transition of installed systems to revenue-generating operations.

Tailwinds

  • Distribution agreements signed for roughly 360 U.S. Capex systems over two to three years
  • FY2026 revenue target of $35M if deployment and activation plans execute

Headwinds

  • Early-stage revenue base with timing dependent on regulatory and construction milestones
  • Negative operating cash flow of $40.8M in 2025 and need for additional financing

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+2.0%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-6.4%

Avg return

30 days after

50%

9 / 18 earnings

Positive

+17.7%

Q3 2022

Best reaction

-7.0%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.5%-5.1%
Q4 2025-0.5%-39.1%-36.5%
Q2 2025-5.3%-6.2%-15.7%
Q1 2025-0.2%-1.1%-4.8%
Q4 2024-4.4%-15.9%-3.8%
Q3 2024+8.0%+3.1%+14.8%
Q2 2024+5.7%-2.8%-12.6%
Q4 2023+1.5%+8.1%-6.2%
Q3 2023+7.1%+9.0%+5.1%
Q2 2023-3.7%-7.5%-22.8%
Q1 2023+2.9%-2.1%-1.6%
Q4 2022-5.5%-1.7%-16.7%
Q3 2022+17.7%+22.4%-19.4%
Q2 2022-0.8%-7.0%-18.6%
Q1 2022+8.1%-2.8%+9.0%
Q4 2021+14.1%+42.1%-2.4%
Q4 2020-7.0%-12.1%-7.8%
Q3 2020+0.2%+5.9%+30.6%
Q1 2020
Q3 2019
Q2 2019
Q1 2019

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