NASDAQ$REKR

Rekor Systems Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Rekor Systems reported Q1 2026 revenue of $10.3M (+12% YoY) and a net loss of $9.4M, or $(0.07) per share.

For the quarter ended March 31, 2026, Rekor generated revenue of $10.3 million, up from $9.2 million a year ago, from AI-based roadway intelligence solutions. Net loss was $9.4 million, or $(0.07) per share, improved from a $10.9 million loss and $(0.10) per share in Q1 2025.

  • Revenue $10.3M (+12% YoY).
  • Net loss narrowed to $9.4M.
  • Operating loss $8.8M on R&D and sales investment.
  • State DOT and municipal contracts pipeline growing.

Headline financials

Total Revenue

$10.3M

No prior period
EPS (adj)

-$0.07

No prior period
Net Income

-$9.36M

No prior period
Operating Income

-$8.82M

No prior period

Revenue & EPS history

Rekor Systems · Revenue · Quarterly

$10.3M

Q1 2026
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

Government contract awards and subscription recurring revenue mix will determine path to breakeven.

Tailwinds

  • Revenue growth with smaller loss.
  • Differentiated traffic data platform.

Headwinds

  • Still deeply loss-making.
  • Customer concentration in government sector.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-3.7%

Avg return

Earnings day

-6.7%

Avg return

5 days after

+0.1%

Avg return

30 days after

33%

12 / 36 earnings

Positive

+19.2%

Q4 2020

Best reaction

-40.5%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+8.1%-2.2%
Q1 2026+1.4%-12.4%-21.6%
Q3 2025+6.0%-6.4%-14.2%
Q4 2024+1.5%-21.1%+15.0%
Q3 2024-21.5%-20.2%-25.9%
Q2 2024-8.6%-1.4%-12.9%
Q1 2024-16.9%-8.8%-11.8%
Q4 2023+0.5%+13.9%-10.4%
Q3 2023-1.5%+1.9%+6.3%
Q2 2023-5.7%+19.4%+40.3%
Q1 2023+0.8%+10.4%+46.7%
Q4 2022-5.8%-10.1%-12.9%
Q3 2022-1.9%-13.0%-26.9%
Q2 2022-5.4%-4.3%-37.3%
Q1 2022-11.8%-14.2%-24.6%
Q4 2021+0.4%-17.0%-39.4%
Q3 2021-36.6%-31.4%-38.6%
Q2 2021+0.0%-0.6%+45.6%
Q1 2021-40.5%-48.9%-39.7%
Q4 2020+19.2%+18.9%+46.1%
Q3 2020+3.7%+9.3%+36.9%
Q2 2020-4.3%+4.8%+62.5%
Q1 2020-11.0%-14.5%-15.5%
Q4 2019+16.7%+4.1%+19.9%
Q3 2019-8.8%-7.5%+35.0%
Q2 2019-10.3%+6.3%-22.5%
Q1 2019+0.0%-5.7%+14.1%
Q4 2018+0.0%-5.7%+14.1%
Q3 2018-5.0%+10.0%-11.9%
Q2 2018-7.0%-29.2%-34.1%
Q1 2017-6.2%-15.4%-27.4%
Q4 2017+9.4%-22.6%-19.4%
Q1 2018+9.4%-22.6%-19.4%
Q3 2017+0.0%-1.4%+28.8%
Q3 2016+0.0%-1.4%+28.8%
Q4 2016+0.0%-1.4%+28.8%
Q2 2017
Q2 2016
Q1 2016
Q4 2015

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