TOMI Environmental Solutions, Inc. (TOMZ) Earnings Call Transcripts

TOMI Environmental Solutions, Inc.'s Latest Earnings Call - Q1 FY2026

In Q1 2026, TOMI Environmental Solutions reported a 5% YoY revenue increase to $1.6 million, with a significant 67% sequential rise from Q4 2025. Applicator sales surged by 139% YoY, underscoring strong demand. Despite a gross margin decline due to strategic discounts, management expects recovery as high-margin consumables grow. The company maintained its guidance, highlighting a robust $2.2 million backlog and a transformative merger with Carbonium Inc., which could diversify revenue streams and enhance long-term value.

Reported metrics

Guidance from management

Management maintained its guidance, emphasizing growth in high-margin consumables and a robust sales pipeline. They expect revenue growth through 2026 and into 2027.

What management said

Not at the moment, but as you know, I mean, the antivirus is -- it's not close to us as where the ship is located -- the interesting part about this is that they've let a lot of people off the ship and there's usually like an 8-week period before you test positive for this. So we're prepared and ready to help and assist in any way. But at the moment, we haven't heard from anyone and we can get our equipment into the ...

There's a lot of questions. Yes, it's in its early stages. We are performing a committee in the early part of next week to help with the due diligence. And again, we're aiming towards getting a definitive agreement and doing our due diligence. We're aware of the technology and its ability and with Oak Ridge and some I don't want to get too ahead of Carboni and release certain things, but we're pretty secure that this...

What analysts pressed on

Analysts questioned the gross margin decline and whether discounts would continue. There was also concern about the lumpiness in revenue recognition and the potential risks associated with the Carbonium merger.

Main topics on the call

• Revenue and Sales Growth — Revenue for Q1 2026 was $1.6 million, a 5% increase YoY and 67% sequentially. Applicator sales grew 139% YoY, indicating strong market demand. 'This success underscores the effectiveness of our razor, razor blade consuma...
• Gross Margin Decline — Gross profit decreased to $832,000 or 50% of revenue from 63% in Q1 2025 due to strategic price discounts and an unfavorable product mix. Management views these factors as temporary.
• Backlog and Pipeline Expansion — Backlog grew to $2.2 million from $1.6 million at year-end 2025, supported by a robust project pipeline. 'Our current immediate integration sales and pipeline is currently at $4 million across 14 customers.'
• Merger with Carbonium Inc. — TOMI announced a nonbinding LOI to merge with Carbonium Inc., aiming to diversify into nuclear-grade graphite production. The merger could position TOMI as a leader in advanced nuclear systems.

Read the full TOMI Environmental Solutions, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 29 TOMI Environmental Solutions, Inc. earnings call transcripts on record, spanning May 18, 2020 to May 8, 2026. Based on this history, TOMI Environmental Solutions, Inc. reports quarterly. The most recent call on file is dated May 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TOMZ

Exchange

NasdaqCM

Country

US

Sector

Industrials

Industry

Commercial Services and Supplies

Calls on record

29

First call

May 18, 2020

Most recent

May 8, 2026

Reporting cadence

quarterly