This quarter confirms accelerating revenue growth and margin expansion from AI product sales. Traders should watch for follow-on government contract awards and the upcoming 10-Q for full financial details. The strong cash position and share repurchase signal management confidence.
Price Chart
Executive Summary
Safe Pro Group reported record Q1 2026 revenue of $1,220,129, a 560% YoY increase, driven by a 2,400% surge in AI product sales. Consolidated gross margins exceeded 68%, and the company ended the quarter with $14.8M cash and minimal debt, while repurchasing 400,000 shares. The results validate the AI-focused business model and strong government demand for its NODE/NODE-X edge processing solutions.
Key Financial Metrics
Key Facts
- Record quarterly revenue of $1,220,129, a 560% increase over $184,802 in Q1 2025
- AI quarterly revenue surged over 2,400% driven by new contracted sales of drone-based AI analysis systems
- Consolidated gross margins exceeded 68% inclusive of depreciation
- Ended quarter with $14.8 million in cash and minimal debt
- Repurchased 400,000 shares under existing stock repurchase program
- Received, produced, and delivered multiple Edge processing systems under a $1,000,000 government subcontract; expanded in April with a contract modification
Financial Impact
Revenue grew 560% to $1.22M; AI revenue up 2,400%; gross margins >68%
Risk Factors
- Dependence on U.S. government contracts for a significant portion of revenue
- Small revenue base ($1.22M) makes extrapolation risky; profitability timeline unclear
- EPS and net income not reported; lack of bottom-line visibility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001493152-26-023366 |
| Exhibit: ex99-1.htm | 0001493152-26-023366 |
| Document: 0001493152-26-023366-index-headers.html | 0001493152-26-023366 |
| Document: 0001493152-26-023366-index.html | 0001493152-26-023366 |
| Document: 0001493152-26-023366.txt | 0001493152-26-023366 |
| 8-K Data (Synthetic) | 0001493152-26-023366 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 7, 2026 19d ago | 8-K | $4.71 $4.27 | ▼ −9.45% | ▼ −9.02% | $3.22 (−31.63%) |
Aug 25, 2026 8w ago | 8-K | $5.25 $5.13 | ▼ −2.29% | ▼ −2.31% | $3.22 (−38.67%) |
Aug 18, 2026 9w ago | 8-K | $5.51 $5.31 | ▼ −3.63% | ▼ −3.84% | $3.22 (−41.56%) |
Aug 18, 2026 9w ago | Press Release | $5.51 $5.31 | ▼ −3.63% | ▼ −3.84% | $3.22 (−41.56%) |
Aug 14, 2026 10w ago | 8-K | $6.17 $5.90 | ▼ −4.38% | ▼ −3.90% | $3.22 (−47.81%) |
Aug 6, 2026 11w ago | 8-K | $4.39 $4.57 | ▲ +4.10% | ▲ +3.49% | $3.22 (−26.65%) |
Jun 23, 2026 17w ago | 8-K | $4.08 $3.95 | ▼ −3.19% | ▼ −3.33% | $3.22 (−21.08%) |
Jun 2, 2026 20w ago | Press Release | $5.96 $5.99 | ▲ +0.42% | ▲ +1.11% | $3.22 (−45.97%) |
Jun 2, 2026 20w ago | Press Release | $5.96 $5.99 | ▲ +0.42% | ▲ +1.11% | $3.22 (−45.97%) |
Jun 2, 2026 20w ago | 8-K | $5.96 $5.99 | ▲ +0.42% | ▲ +1.11% | $3.22 (−45.97%) |
US Market Status
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