AmpliTech Group Inc (NAS:AMPG)

Q2 2026 Amplitech Group Inc Earnings Call Transcript

Aug 13, 2026 / 09:00 PM GMT

Release Date Price: $5.99 (-6.55%)

Transcript 8-K10-Q

Key Points

Positve

Sequential revenue growth of approximately 51% in Q2 2026, reaching $8.1 million.
Gross profit increased 161% year-over-year, with gross margin expanding from 7.8% to 27.9%.
First half 2026 gross profit up 135% and gross margin improved to 35.9% from 14%.
Strengthened balance sheet with $13 million in cash and marketable securities, and $22.9 million working capital.
Received $6 million in follow-on orders in July 2026, indicating continued customer demand.
Strategic investments in R&D, supply chain, and cybersecurity to support larger customers and future growth.
Participation in AI-RAN Alliance and O-RAN certification positions company for advanced 5G opportunities.

Negative

Year-over-year revenue declined due to absence of lower-margin Titan asset sales.
Sequential gross margin decreased from 48% in Q1 to 28% in Q2 due to product mix.
Operating expenses increased significantly, leading to an operating loss of $3.2 million and net loss of $3.09 million.
Company declined to reaffirm $50 million revenue guidance due to timing shifts in customer deployments.
R&D expenses more than doubled year-over-year, impacting near-term profitability.
Quantum computing market remains static with slow adoption, limiting growth in that segment.
Customer deployment delays, particularly in international 5G programs, create uncertainty in revenue timing.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AMPG.OQ - Amplitech Group Inc
Q2 2026 Amplitech Group Inc Earnings Call
Aug 13, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, ladies and gentlemen, and welcome to Amplitec Group's quarterly investor update call, where the company will discuss its second quarter 2026 financial results. Present in this call, we have the executive team of Amplitec Group: Sawad Pathpool, CEO, CTO, and Board Chair Serge Flores, COO Luisa Santillo, CFO. At this time, all participants are in listen-only mode. Later, we will conduct a question-and-answer session, and instructions will be given at that time. As a reminder, today's conference call is being recorded. I would now like to turn the call over to Amplitec COO, George Flores. Please go ahead.

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Unidentified_2 [2]
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