Monitor next 10-K for final audited results and clarification on the sustainability of the revenue growth amid lower Q4 bookings; the strategic review could lead to M&A activity.
Price Chart
Executive Summary
Solitron Devices reported preliminary fiscal 2026 fourth quarter revenue of $5.3 million, up 70% YoY, but quarterly net bookings dropped 43% to $5.1 million. Full-year sales rose 21% to $17.0 million while backlog grew 51% to $27.3 million. A one-time $0.3–0.4 million charge related to an MEI acquisition earnout was disclosed.
Key Financial Metrics
Key Facts
- Fiscal 2026 Q4 net sales: ~$5.3 million, up 70% YoY from $3.1 million
- Q4 net bookings: $5.1 million, down 43% YoY from $8.9 million
- Fiscal 2026 full-year net sales: ~$17.0 million, up 21% from $14.0 million
- Full-year net bookings: $26.1 million, up 26% from $20.8 million
- Backlog at fiscal year-end: $27.3 million, up 51% YoY from $18.1 million
- One-time charge of $0.3–0.4 million expected due to MEI earnout adjustment
- Board continues evaluating strategic alternatives including potential sale
Financial Impact
Revenue growth offset by declining quarterly bookings and a one-time charge; full-year sales up 21% to $17.0 million with backlog growth indicating future demand.
Risk Factors
- Declining quarterly bookings despite revenue growth may signal order volatility
- One-time charge from MEI earnout could impact near-term profitability
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-013034 |
| Exhibit: ex_949108.htm | 0001437749-26-013034 |
| Document: 0001437749-26-013034-index-headers.html | 0001437749-26-013034 |
| Document: 0001437749-26-013034-index.html | 0001437749-26-013034 |
| Document: 0001437749-26-013034.txt | 0001437749-26-013034 |
| 8-K Data (Synthetic) | 0001437749-26-013034 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | 8-K | $37.52 $36.49 | ▼ −2.75% | ▼ −3.20% | $37.00 (−1.39%) |
Aug 14, 2026 10w ago | Insider Cluster | $34.38 $34.75 | ▲ +1.08% | ▲ +2.44% | $37.00 (+7.62%) |
Jul 13, 2026 15w ago | 8-K | $28.19 $29.70 | ▲ +5.36% | ▲ +6.30% | $37.00 (+31.25%) |
Apr 22, 2026 26w ago | 8-K | $27.00 $26.25 | ▼ −2.78% | ▼ −4.26% | $37.00 (+37.04%) |
Apr 7, 2026 28w ago | DEFA14A | $25.85 $27.00 | ▲ +4.45% | ▼ −0.88% | $37.00 (+43.13%) |
US Market Status
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