Monitor the Q2 2026 filing for evidence of pipeline conversion from delayed U.S. government projects and whether the Blickfeld acquisition begins contributing positively to revenue and margins. The cash burn rate and operating leverage post-acquisition are key watchpoints.
Price Chart
Executive Summary
Senstar Technologies reported Q1 2026 revenue of $8.1M (down 4% YoY from $8.4M), a net loss of $(0.8)M vs net income of $1.0M in Q1 2025, and a gross margin contraction from 67.2% to 60.0%. Results were impacted by project timing delays, U.S. federal government disruption, and the dilutive effect of the Blickfeld acquisition completed Feb 13, 2026, which added expenses without a full quarter of revenue. Cash dropped from $22.5M to $10.6M sequentially, partly due to acquisition-related outflows.
Key Facts
- Revenue declined 4% YoY to $8.1M from $8.4M
- Net loss of $(0.8)M vs net income of $1.0M in Q1 2025
- Gross margin fell from 67.2% to 60.0%
- Operating loss of $(0.6)M vs operating income of $1.0M in prior year
- Cash dropped to $10.6M from $22.5M at year-end 2025
- Blickfeld acquisition closed Feb 13, 2026, added costs without full-quarter revenue
- EPS was $(0.04) vs $0.04 in Q1 2025
- LiDAR sales increased approximately fourfold YoY but not enough to offset broader weakness
Financial Impact
Revenue declined ~$0.3M YoY; net income swung from +$1.0M to -$0.8M; cash reduced by ~$11.9M
Risk Factors
- Continued project delays in U.S. government verticals
- Failure to integrate Blickfeld and achieve expected synergies
- Cash burn from acquisition-related expenses without corresponding revenue ramp
- Further gross margin compression from product mix shifts
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-002952 |
| Document: zk2635438.htm | 0001178913-26-002952 |
| Document: 0001178913-26-002952-index-headers.html | 0001178913-26-002952 |
| Document: 0001178913-26-002952-index.html | 0001178913-26-002952 |
| Document: 0001178913-26-002952.txt | 0001178913-26-002952 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 25, 2026 9w ago | 6-K | $1.74 | awaiting T+60 | — | $1.49 (−14.37%) |
Aug 25, 2026 9w ago | Press Release | $1.74 | awaiting T+60 | — | $1.49 (−14.37%) |
Jun 29, 2026 17w ago | 6-K | $1.92 $1.49 | ▼ −22.40% | ▼ −26.77% | $1.49 (−22.40%) |
Jun 5, 2026 20w ago | 6-K | $2.48 $1.76 | ▼ −29.03% | ▼ −33.03% | $1.49 (−39.92%) |
May 28, 2026 21w ago | 6-K | $2.63 $1.75 | ▲ +33.46% | ▲ +35.20% | $1.49 (+43.35%) |
Apr 24, 2026 26w ago | 6-K | $3.00 $1.70 | ▼ −43.33% | ▼ −48.41% | $1.49 (−50.33%) |
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