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Eaco (EACO) earnings and revenue breakdown

Latest: Q4 FY26 · 8-K filed Nov 2, 2026

Q4 FY26 Revenue up 34% year over year to $164M · 9¢ of every $1 of revenue kept as net profit · operating margin 13.0%

Eaco made $164M in Q4 FY26 (+34% Y/Y). Operating margin 13.0%, net earnings $15.5M. See where every dollar goes — costs, profit and cash — as a Sankey from the 8-K filed Nov 2, 2026 (preliminary, from the earnings release).

Revenue$164M
Year over year+34%
Operating margin13.0%
Net earnings$15.5M
Operating cash flow$13.0M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $163.9M in Q4 FY26, up 34% year over year and up 15% from the previous quarter.

Gross margin was 32.3%, up 1.9 points from Q4 FY25. Operating profit was $21.2M, a 13.0% margin (up 3.6 points year over year). Of the extra revenue versus Q4 FY25, 24% reached operating profit, above the 9% margin then. Operating expenses grew 23% against revenue growth of 34%. Net earnings were $15.5M, up 70% year over year. The effective tax rate was 28.9%.

Operating cash flow was $13.0M (up 67% year over year), 84% of net earnings. Non-cash charges added back $511K of depreciation and amortization. Working capital and other items used $3.1M. Capital expenditures of $746K left free cash flow of $12.2M.

Quarterly history

Eaco revenue by quarterEaco revenue by quarter$100MQ2 FY25$111MQ3 FY25$122MQ4 FY25$111MQ1 FY26$118MQ2 FY26$142MQ3 FY26$164MQ4 FY26
Eaco net earnings by quarterEaco net earnings by quarter$6.8MQ2 FY25$9.5MQ3 FY25$9.1MQ4 FY25$9.3MQ1 FY26$9.8MQ2 FY26$13.6MQ3 FY26$15.5MQ4 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q4 FY268-KNov 2, 2026$164M+34%13.0%$15.5M$13.0M
Q3 FY2610-QJul 9, 2026$142M+28%12.6%$13.6M$3.6M
Q2 FY2610-QApr 13, 2026$118M+18%10.9%$9.8M$1.5M
Q1 FY2610-QJan 14, 2026$111M+18%11.3%$9.3M−$584K
Q4 FY2510-KNov 20, 2025$122M+27%9.4%$9.1M$7.8M
Q3 FY2510-QJul 11, 2025$111M+16%11.2%$9.5M$10.5M
Q2 FY2510-QApr 11, 2025$100M+20%9.1%$6.8M−$3.1M

Charts

Eaco: revenue growth, year over year and quarter over quarterEaco: revenue growth, year over year and quarter over quarterY/YQ/Q+20%Q2 FY25+16%+11%Q3 FY25+27%+10%Q4 FY25+18%-9%Q1 FY26+18%+6%Q2 FY26+28%+21%Q3 FY26+34%+15%Q4 FY26
Latest (Q4 FY26): Y/Y +34%, Q/Q +15%.
Eaco: where the cash came from (+) and went (−), TTM to Q3 FY26Eaco: where the cash came from (+) and went (−), TTM to Q3 FY26Operating cash flow$12.3MOther investing−$10.9MCash drawn (+) / kept (−)$6.5MOther financing−$4.5MCapital spending−$3.3MNet borrowing (+) / repaid (−)−$134KExchange rates$11K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Eaco: profit against cash, quarter by quarterEaco: profit against cash, quarter by quarterNet incomeOperating cash flow$6.5M$9.7MQ4 FY24$6.9M$2.0MQ1 FY25$6.8M−$3.1MQ2 FY25$9.5M$10.5MQ3 FY25$9.1M$7.8MQ4 FY25$9.3M−$584KQ1 FY26$9.8M$1.5MQ2 FY26$13.6M$3.6MQ3 FY26
Latest (Q3 FY26): Net income $13.6M, Operating cash flow $3.6M.
Eaco: diluted shares by fiscal yearEaco: diluted shares by fiscal year5MFY205MFY215MFY225MFY235MFY245MFY25
+0.8% since FY20: more shares outstanding (issuance, stock pay).
Eaco: long-term debt falling due (FY24)Eaco: long-term debt falling due (FY24)$129K2026$135K2027$4.1M2028
Cash $843K, short-term investments —, long-term debt $4.3M at 2024-08-31.
Eaco in its industry: growth against margin (8 companies, SIC 5065)Eaco in its industry: growth against margin (8 companies, SIC 5065)revenue growth, year over year →↑ operating marginmedian +20%median 8%AVTARWTELRELLSPRSFSTJUUUEACO (+34%, 13%)
Wholesale-Electronic Parts & Equipment, NEC; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Eaco

EACO Corporation (“EACO”), incorporated in Florida in September 1985, is a holding company, primarily comprised of its wholly-owned subsidiary, Bisco Industries, Inc. (“Bisco”) and Bisco’s wholly-owned Canadian subsidiary, Bisco Industries Limited. Substantially all of EACO’s operations are conducted through Bisco and Bisco Industries Limited. Bisco is a distributor of electronic components and fasteners with 51 sales offices and seven distribution centers located throughout the United States and Canada and one additional sales office located in the Philippines. Bisco supplies parts used in the manufacture of products in a broad range of industries, including the aerospace, circuit board, communication, computer, fabrication, instrumentation, industrial equipment and marine industries.

In its own words, from its 10-K, filed Nov 20, 2025.

Eaco against its Wholesale-Electronic Parts & Equipment, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +34% against the peers' median +20%. Operating margin: 13.0% against the peers' median 7.9%.

CompanyQuarterRevenueY/YOp. margin
EACO EacoQ4 FY26$164M+34%13.0%
AVT AvnetQ1 FY27$10.7B+82%4.4%
ARW Arrow ElectronicsQ3 2026$10.7B+39%4.0%
TEL TE ConnectivityQ4 FY26$5.3B+12%20.6%
RELL Richardson ElectronicsQ1 FY27$64.9M+19%7.9%
SPRS Surge ComponentsQ3 FY26$10.1M-2%2.4%
FSTJ First America ResourcesQ2 2026$5.8M+20%9.4%
UUU Universal Safety ProductsQ1 FY27$110K-97%-672.9%

Source: Eaco 8-K on SEC EDGAR · CIK 784539 · Wholesale-Electronic Parts & Equipment, NEC

Guidance and outlook

Eaco: what its forward-looking statements are about (10-Q filed 2026-07-09)Eaco: what its forward-looking statements are about (10-Q filed 2026-07-09)Demand3Supply chain1Other1
5 statements; tone +0.40 (−1 all cautious, +1 all confident); 0 hedged.
Eaco: outlook statements against the filing beforeEaco: outlook statements against the filing beforeDropped1Confident2

More on EACO

History

Every quarter: Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results

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