The strong Q2 beat and reaffirmed guidance signal accelerating commercial momentum, but the pending merger with Carbonium Core introduces execution risk and dilution (19.99% of common stock at closing plus 90% convertible preferred). Monitor the $10M concurrent financing and shareholder vote timeline for near-term catalysts.
Price Chart
Executive Summary
TOMI Environmental Solutions reported Q2 2026 revenue of $2.25M (+118% YoY) and EPS of $(0.05), beating consensus of $(0.11) by 54.5%. The company reaffirmed full-year 2026 guidance of at least $12M in revenue, while also announcing a definitive merger agreement with Carbonium Core. The strong operational improvement and accelerating commercial momentum are positive, but the pending merger introduces execution risk and potential dilution.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $2,246,909, up 118% YoY from $1,031,115
- EPS $(0.05) vs consensus $(0.11), a 54.5% beat
- Gross margin improved to 61.7% from 50.3% in Q1 2026
- Operating loss improved 78% YoY to $(244,142)
- Reaffirmed FY2026 revenue guidance of at least $12.0M (113% YoY growth)
- Signed definitive merger agreement with Carbonium Core (implied $120M enterprise value)
- Post-quarter 1-for-3 reverse stock split to regain Nasdaq compliance
Financial Impact
Revenue growth of 118% YoY and EPS beat of 54.5% are material positive surprises. The $12M FY guidance implies continued strong growth.
Risk Factors
- Merger execution risk and potential dilution from Carbonium Core deal
- Still loss-making with accumulated deficit of $59.2M
- Small market cap ($15M) and low liquidity may amplify volatility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3345328 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | 8-K | $1.44 | awaiting T+20 | — | $1.43 (−0.69%) |
Oct 15, 2026 12d ago | Press Release | $1.50 | awaiting T+20 | — | $1.43 (−4.67%) |
Oct 1, 2026 26d ago | Press Release | $1.36 | awaiting T+20 | — | $1.43 (+5.15%) |
Sep 21, 2026 5w ago | 8-K | $1.46 $1.47 | ▲ +0.68% | ▲ +1.24% | $1.43 (−2.05%) |
Sep 21, 2026 5w ago | Press Release | $1.46 $1.47 | ▲ +0.68% | ▲ +1.24% | $1.43 (−2.05%) |
Sep 18, 2026 5w ago | Press Release | $1.46 $1.47 | ▲ +0.68% | ▲ +0.48% | $1.43 (−2.05%) |
Sep 2, 2026 7w ago | 8-K | $1.66 $1.36 | ▼ −18.07% | ▼ −17.92% | $1.43 (−13.86%) |
Aug 14, 2026 10w ago | 8-K | $1.75 $1.58 | ▼ −9.71% | ▼ −7.72% | $1.43 (−18.29%) |
Aug 14, 2026 10w ago | Press Release | $1.75 $1.58 | ▼ −9.71% | ▼ −7.72% | $1.43 (−18.29%) |
Jul 29, 2026 12w ago | 8-K | $1.52 $1.73 | ▲ +13.82% | ▲ +8.80% | $1.43 (−5.92%) |
US Market Status
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