NeoVolta

Q4 FY2026 EarningsQ4 FY26 results significantly missed consensus expectations as revenue collapsed to $0.013M vs. $1.27M expected, driven by a sharp decline in residential demand following federal tax law changes. GAAP EPS of -$0.24 was much wider than the -$0.09 consensus, impacted by a $3.9M credit loss provision and inventory obsolescence. Despite the poor quarterly performance, management highlighted a transformation toward utility-scale markets and a strategic 9 GWh cell supply agreement with SK On to support production ramp-up starting Q2 FY27.