Q2 FY2026 EarningsQ2 FY26 performance was a significant beat on the top line but a miss on the bottom line relative to consensus. Revenue of $21.5M exceeded the $20.4M estimate by 5.4%, primarily driven by inorganic contributions from Carolina Stone and Fraser Canyon. However, GAAP EPS was -$0.11 vs. the $0.12 expected, and EBIT of $0.4M fell 81.3% short of the $2.3M consensus due to heavy SG&A and debt-related interest. While the $438k tariff refund aided gross margins, substantial dilution from convertible note price adjustments to $0.2949 remains a primary concern for investors.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Capstone(CAPS) the Revenue is 21.48 M (+67.13%), Beat estimate;the EBIT is 432 K (+266.2%), Miss estimate;the EPS is -0.11 (+15.38%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.02B67.13%
0.02B58.61%
+0.00B8.52%
EBITMiss expectations
0.00B266.15%
0.00B990.00%
-0.00B723.85%
EPSMiss expectations
-0.1115.38%
0.12192.31%
-0.2300176.93%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf