The mixed signal (revenue beat vs EPS miss) creates a binary setup. Watch for the earnings call at 8:30 AM ET for commentary on transaction growth sustainability and SaaS revenue recovery. If management can credibly reaffirm the year-end Adjusted EBITDA breakeven target, the stock may rally on the revenue beat; otherwise, the EPS miss and cautious guidance could weigh.
Price Chart
Executive Summary
Freightos reported Q2 2026 revenue of $7.7M (up 3% YoY, above consensus of $7.3M) but EPS of -$0.03 (GAAP) was a 116.7% miss vs the -$0.06 consensus. The company guided Q3 2026 revenue of $7.7-7.8M (1-2% YoY growth) and maintained its path to Adjusted EBITDA breakeven by year-end, though the full-year outlook reflects high market uncertainty. The stock's reaction will hinge on whether the market focuses on the record revenue beat or the significant EPS miss and cautious guidance.
Key Financial Metrics
Key Facts
- Record Q2 2026 revenue of $7.7M, up 3% YoY and above management expectations.
- GAAP EPS of -$0.03 missed consensus of -$0.06 by 116.7%.
- Adjusted EBITDA loss narrowed to -$2.0M from -$2.9M YoY.
- Platform transactions grew 15% YoY to 458k; GBV hit a record $422M, up 33% YoY.
- Q3 2026 revenue guidance of $7.7-7.8M implies 1-2% YoY growth; FY 2026 revenue guided to $30.4-31.0M (3-5% growth).
- Cash and short-term deposits of $21.4M; company expects to become cash generative by mid-2027.
Financial Impact
Revenue beat consensus by ~5.5% ($7.7M vs $7.3M est), but GAAP EPS missed by $0.03. Adjusted EBITDA loss improved 30% YoY.
Risk Factors
- EPS miss of 116.7% vs consensus signals higher-than-expected costs or lower-margin revenue mix.
- Q3 revenue guidance of 1-2% YoY growth is tepid and implies deceleration from Q2's 3% growth.
- SaaS revenue underperformance (Solutions revenue down 4% YoY) indicates a key growth segment is struggling.
- High market uncertainty and geopolitical risks (Middle East conflict, tariffs) could disrupt freight volumes.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302852762 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 12d ago | 6-K | $0.7810 $0.7835 | ▲ +0.32% | ▲ +1.43% | $0.7112 (−8.94%) |
Sep 10, 2026 6w ago | 6-K | $1.20 $1.19 | ▲ +0.83% | ▲ +1.69% | $0.7112 (+40.73%) |
Sep 1, 2026 8w ago | 6-K | $1.26 $1.22 | ▼ −3.17% | ▼ −3.62% | $0.7112 (−43.56%) |
Aug 17, 2026 10w ago | 6-K | $1.67 $1.57 | ▼ −5.99% | ▼ −5.31% | $0.7112 (−57.41%) |
Aug 17, 2026 10w ago | Press Release | $1.67 $1.57 | ▼ −5.99% | ▼ −5.31% | $0.7112 (−57.41%) |
Jul 15, 2026 14w ago | 6-K | $1.37 $1.36 | ▼ −0.73% | ▼ −0.19% | $0.7112 (−48.09%) |
Jul 15, 2026 14w ago | Press Release | $1.37 $1.36 | ▼ −0.73% | ▼ −0.19% | $0.7112 (−48.09%) |
Apr 16, 2026 27w ago | Insider Cluster | $1.92 $2.09 | ▲ +8.85% | ▲ +7.64% | $0.7112 (−62.96%) |
Mar 26, 2026 30w ago | 6-K | $1.52 $1.70 | ▲ +11.84% | ▲ +13.52% | $0.7112 (−53.21%) |
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