Rekor第三季经常性收入增16%至750万美元占总收入69%：总收入1090万美元、净亏损收窄至290万美元
道路智能与车牌识别技术公司Rekor Systems于2026年11月12日在马里兰州哥伦比亚经GlobeNewswire发布截至2026年9月30日的第三季业绩。第三季总收入为1090万美元，同比降23%，上年同期为1420万美元，公司称下降主因是上年同期高利润率的永久软件许可销售在本季未再发生。经常性收入同比增16%至750万美元，占总收入的69%，上年同期的占比为46%。产品与服务收入为340万美元，上年同期为770万美元。调整后毛利为530万美元，调整后毛利率为48.2%，上年同期为63.4%。
公司称，第三季营业费用同比降41%至760万美元，营业亏损由上年同期的400万美元收窄至230万美元。净亏损收窄至290万美元，即每股0.02美元，上年同期净亏损为410万美元、每股0.03美元。今年前九个月总收入为3380万美元，经常性收入增19%至2080万美元，净亏损由2370万美元收窄至1280万美元，经营活动所用现金净额减少49%至1060万美元。季末现金与现金等价物为510万美元，另有30万美元受限现金。
公司第三季退出原哥伦比亚总部与特拉维夫的租约，一次性支付约260万美元终止款，消除了约970万美元的经营租赁负债，公司预期每年可省200多万美元。公司1500万美元的A类优先收益分享票据将于2026年12月15日到期，公司称正与多家贷款方积极商谈再融资。纳斯达克已给予公司额外180天、至2027年4月26日恢复最低买入价合规。业务方面，佛罗里达州交通部已把其全州智能交通基础设施合同上限提高约94%，由490万美元升至950万美元。董事长兼首席执行官Robert A. Berman表示，公司已把成本结构调整为可在约5000万美元年收入水平支撑盈利的形态，这是一项目标而非收入预测。本条只报道公司公布的业绩与表态，不构成投资建议。
Rekor Third-Quarter Recurring Revenue Rises 16 Percent to 7.5 Million Dollars at 69 Percent of the Total: Revenue of 10.9 Million Dollars and a Net Loss Narrowed to 2.9 Million Dollars
Rekor Systems, Inc., which builds data, privacy, and security solutions for real-world video and sensor networks, reported on November 12, 2026, in Columbia, Maryland, in a GlobeNewswire release, financial and operational results for the third quarter ended September 30, 2026. Total revenue decreased 23 percent to 10.9 million dollars from 14.2 million dollars, primarily reflecting significant, high-margin perpetual software license sales in the prior-year period that did not recur. Recurring revenue increased 16 percent year over year to 7.5 million dollars, representing 69 percent of total revenue, up from 46 percent a year ago. Product and service revenue was 3.4 million dollars, compared with 7.7 million dollars a year earlier. Adjusted gross profit was 5.3 million dollars at an adjusted gross margin of 48.2 percent, compared with 63.4 percent a year earlier.
Total operating expenses decreased 41 percent to 7.6 million dollars, and the loss from operations improved to 2.3 million dollars from 4.0 million dollars. The net loss narrowed to 2.9 million dollars, or 0.02 dollars per share, from 4.1 million dollars, or 0.03 per share. For the first nine months, revenue was 33.8 million dollars, recurring revenue increased 19 percent to 20.8 million dollars, the net loss narrowed to 12.8 million dollars from 23.7 million dollars, and net cash used in operating activities decreased 49 percent to 10.6 million dollars. The company ended the quarter with 5.1 million dollars in cash and cash equivalents and an additional 0.3 million dollars of restricted cash.
During the quarter the company exited its former Columbia, Maryland headquarters and Tel Aviv leases, making one-time termination payments of approximately 2.6 million dollars and eliminating approximately 9.7 million dollars of operating lease liabilities, positioning it to realize more than 2 million dollars in expected annual savings. The company's 15.0 million dollars of Series A Prime Revenue Sharing Notes mature on December 15, 2026, and management said it is in active discussions with multiple lenders on a refinancing. Nasdaq has granted the company an additional 180 days, through April 26, 2027, to regain compliance with the minimum bid price requirement. The Florida Department of Transportation has increased its statewide intelligent transportation infrastructure contract ceiling by approximately 94 percent, from 4.9 million dollars to 9.5 million dollars. Chairman and chief executive Robert A. Berman said the company has built a cost structure designed to support profitability at approximately 50 million dollars of annual revenue, which he described as an operating objective, not a revenue forecast. This item reports only the published results and statements and is not investment advice.
来源：Rekor Systems 公司
发布：GSM·美国（发布链接）
图片来源：高速公路旁的自动车牌识别摄像头（资料图）。／An automated license plate reader camera beside a highway (file photo).（Dugan Meyer，CC BY 4.0，Wikimedia Commons）
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