The widening operating loss despite modest revenue growth signals margin compression. The share buyback provides a floor but does not offset deteriorating fundamentals. Monitor next quarter for operating leverage or cost-cutting initiatives.
Price Chart
Executive Summary
Boston Omaha Corp reported Q1 2026 revenue of $28.25M, up 1.9% YoY from $27.73M, but net loss widened to -$2.15M from -$0.67M, with EPS of -$0.07 vs -$0.02. Operating loss deepened to -$2.19M from -$0.80M due to higher D&A. The company repurchased 375K shares for $4.8M. No guidance was provided. The widening loss and lack of catalyst make this a neutral-to-negative report for a $344M market cap holding company.
Key Financial Metrics
Key Facts
- Total revenue $28.25M vs $27.73M YoY (+1.9%)
- Net loss attributable to common stockholders -$2.15M vs -$0.67M YoY
- EPS -$0.07 vs -$0.02 YoY
- Operating loss -$2.19M vs -$0.80M YoY (D&A up to $6.32M from $5.94M)
- Repurchased 375,286 shares for $4.8M in Q1
- Operating cash inflow $3.9M vs $2.6M YoY
- Book value per share $16.61 vs $16.63 at Dec 2025
- No guidance provided
Financial Impact
Net loss more than tripled YoY to -$2.15M; operating loss nearly tripled to -$2.19M
Risk Factors
- Operating losses widening faster than revenue growth
- High D&A ($6.32M) consuming 22.4% of revenue
- Sky Harbour equity method investment ($77.8M) introduces mark-to-market volatility
- No guidance or catalyst to re-rate the stock
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-017073 |
| Exhibit: ex_962590.htm | 0001437749-26-017073 |
| Document: bomn20260512_8k.htm | 0001437749-26-017073 |
| Document: 0001437749-26-017073-index-headers.html | 0001437749-26-017073 |
| Document: 0001437749-26-017073-index.html | 0001437749-26-017073 |
| Document: 0001437749-26-017073.txt | 0001437749-26-017073 |
| 8-K Data (Synthetic) | 0001437749-26-017073 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | — | awaiting T+60 | — | — |
Sep 11, 2026 6w ago | 8-K | $13.57 | awaiting T+60 | — | $12.61 (−7.07%) |
Aug 21, 2026 9w ago | 8-K | $14.13 | awaiting T+60 | — | $12.61 (−10.76%) |
Jun 30, 2026 16w ago | 8-K | $14.86 $13.43 | ▼ −9.62% | ▼ −12.50% | $12.61 (−15.14%) |
Jun 15, 2026 19w ago | 8-K | $13.40 $13.51 | ▲ +0.82% | ▼ −0.18% | $12.61 (−5.90%) |
Jun 12, 2026 19w ago | Institutional Cluster | $13.61 $13.72 | ▲ +0.81% | ▼ −2.46% | $12.61 (−7.35%) |
Jun 1, 2026 21w ago | Insider Cluster | $13.64 $14.00 | ▲ +2.64% | ▲ +1.52% | $12.61 (−7.55%) |
May 14, 2026 23w ago | 8-K | $11.06 $14.22 | ▼ −28.57% | ▼ −24.06% | $12.61 (−14.01%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers