Solesence, Inc. (SLSN) Earnings Call Transcripts

Solesence, Inc.'s Latest Earnings Call - Q4 FY2025

In the fourth quarter of 2025, Solesence, Inc. (SLSN:US) reported revenue of $12.5 million, which was flat year-over-year, while full-year revenue reached a record $62.1 million, up 18.6% from 2024. The company achieved a net income of $163,000 for the quarter, a significant improvement from a net loss of $558,000 in the prior year. Management has set a gross margin floor of 30% for 2026 and expects to return to double-digit EBITDA as part of their 'Transform and Transcend' initiative, which aims to enhance operational efficiency and profitability moving forward.

Reported metrics

Guidance from management

Solesence has set a gross margin floor of 30% for 2026 and expects to return to double-digit EBITDA, while anticipating a normalization period in revenue for the first quarter due to operational investments and customer order changes.

What management said

Thank you, operator, and thank you to our investors, brand partners and teammates who are joining us today. Today, we will provide more guidance on our 2026 plan and the strategy we initiated at the end of 2025, which aims to take our company forward to enhance consumer health and well-being while delivering outstanding results to our investors. This initiative is called Transform and Transcend. Before we delve into ...

Thank you, Tony, and thanks for joining. So what we'll do is have Laura address your first question and also can provide some color on the gross margin area, and then I may offer additional color to that. Laura?

What analysts pressed on

Analysts expressed concerns over the lack of specific EPS guidance for 2026 and the conservative gross margin target compared to previous expectations. There were also questions regarding production struggles and the impact of customer dynamics on future sales.

Main topics on the call

• Revenue Growth — Solesence achieved record full-year revenue of $62.1 million, up 18.6% from $51.9 million in 2024, driven by a large-scale launch and 20 new brand partners. Management noted, "During that period, our company nearly doubl...
• Operational Challenges — The company faced operational inefficiencies due to facility consolidation, which impacted margins. CFO Laura Riffner stated, "Our results were affected by transition costs and operational inefficiencies in manufacturing...
• Transform and Transcend Initiative — Management introduced the 'Transform and Transcend' initiative aimed at enhancing operational health and profitability. CEO Kevin Cureton emphasized, "This is a road map designed to fundamentally correct the operating ch...
• Gross Margin Guidance — Solesence set a conservative gross margin floor of 30% for 2026, with expectations to improve this through operational efficiencies. Riffner mentioned, "Our guidance is intentionally conservative...our intention is to le...

Read the full Solesence, Inc. transcript (Q4 FY2025) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 19 Solesence, Inc. earnings call transcripts on record, spanning November 4, 2021 to August 19, 2026. Based on this history, Solesence, Inc. reports quarterly. The most recent call on file is dated August 19, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SLSN

Exchange

NasdaqCM

Country

US

Sector

Materials

Industry

Chemicals

Calls on record

19

First call

November 4, 2021

Most recent

August 19, 2026

Reporting cadence

quarterly