Q2 2026 NextPlat Corp Earnings Call Transcript

Aug 13, 2026 / 12:30 PM GMT

Transcript 10-Q8-K

Key Points

Positve

Consolidated gross margin hit a record ~40% in Q2 2026, up from 22% a year ago.
Net loss nearly eliminated, with operating loss down 93% year-over-year to $127K.
Contracted pharmacy revenue surged 136% year-over-year to $2.2 million.
Healthcare gross margin improved to 46% from 20% in the prior year quarter.
Both operating segments (healthcare and e-commerce) were profitable in Q2.
Cash position strengthened to $11.9 million with no meaningful debt.
Record 6 new 340B contracts added in Q2, following a record 5 in Q1.
E-commerce revenue up 27% sequentially, with strong demand in government/military sector.
Company expects to reach bottom-line profitability starting in Q3 2026.
Planned acquisition of a profitable pharmacy near Pensacola to expand footprint.

Negative

Total net revenues declined year-over-year to $11.9 million from $13.2 million.
Retail prescription revenue fell to $5.6 million from $8.2 million due to lower reimbursement rates and payer mix.
Operating expenses increased 2% year-over-year, driven by higher professional fees.
Cash used in operating activities was $1.5 million in the first half of 2026.
The company faces ongoing legal proceedings with no update provided.
Contracted business remains concentrated among a limited number of entities, causing margin volatility.
Year-over-year revenue comparisons remain unfavorable due to restructuring and reimbursement dynamics.
The Pensacola acquisition will absorb transaction and integration costs in Q3.
No shares sold under ATM program, but it remains available, indicating potential future dilution.
The company's forward-looking profitability expectations are subject to risks and uncertainties.

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

NXPL.OQ - Nextplat Corp
Q2 2026 NextPlat Corp Earnings Call
Aug 13, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the next lat Corp second quarter 2026 earnings call.

Certain statements made during this conference call constitute forward-looking statements.

These statements include the capabilities and success of the company's business and any of the products, services or solutions.

The words believe, forecast, project, intend, expect, plan, should, would, and similar expressions in all statements which are not historical facts are intended to identify forward-looking statements.

These forward-looking statements involve and are subject to known and unknown risks, uncertainties, and other factors, any of which could cause the company to not achieve some or all of its goals or the company's previously reported

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