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Rekor Systems (REKR) earnings and revenue breakdown

Latest: Q2 2026 · 10-Q filed Aug 13, 2026 · Rekor Systems (REKR) Q2 2026 earnings results →

Q2 2026 Revenue up 2% year over year to $12.7M · 4¢ of every $1 of revenue lost · operating margin 1.8%

Rekor Systems made $12.7M in Q2 2026 (+2% Y/Y): Urban Mobility $8.9M, Public Safety $3.4M, Traffic Management $433K. Operating margin 1.8%, net loss $551K. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 13, 2026.

Revenue$12.7M
Year over year+2%
Operating margin1.8%
Net earnings−$551K
Operating cash flow−$2.4M

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 $12.7M in Q2 2026, up 2% year over year and up 23% from the previous quarter. Urban Mobility was the largest line at 70% of revenue. Urban Mobility added $439K year over year (up 5%), 145% of the total change. Public Safety declined 5%.

Operating profit was $222K, a 1.8% margin (up 64.3 points year over year). Total costs fell 38% while revenue rose 2%. The quarter ended with a net loss of $551K, narrower than the previous quarter's $9.4M loss. Net interest and other expense of $773K was the main reason.

Operating cash flow was −$2.4M. Non-cash charges added back $1.4M of depreciation and amortization and $212K of share-based compensation. Working capital and other items used $3.4M.

Quarterly history

Rekor Systems revenue by quarterRekor Systems revenue by quarter$13.3MQ4 2024$9.2MQ1 2025$12.4MQ2 2025$14.2MQ3 2025$12.7MQ4 2025$10.3MQ1 2026$12.7MQ2 2026
Rekor Systems net earnings by quarterRekor Systems net earnings by quarter−$20.4MQ4 2024−$10.9MQ1 2025−$8.7MQ2 2025−$4.1MQ3 2025−$7.8MQ4 2025−$9.4MQ1 2026−$551KQ2 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 202610-QAug 13, 2026$12.7M+2%1.8%−$551K−$2.4M
Q1 202610-QMay 11, 2026$10.3M+12%-85.9%−$9.4M−$3.7M
Q4 202510-KMar 31, 2026$12.7M-4%-55.5%−$7.8M$210K
Q3 202510-QNov 13, 2025$14.2M+35%-28.0%−$4.1M−$4.8M
Q2 202510-QAug 12, 2025$12.4M-0.5%-62.6%−$8.7M−$7.7M
Q1 202510-QMay 14, 2025$9.2M-6%-110.2%−$10.9M−$8.1M
Q4 202410-KMar 31, 2025$13.3M+20%-139.2%−$20.4M−$4.9M

Charts

Rekor Systems: revenue growth, year over year and quarter over quarterRekor Systems: revenue growth, year over year and quarter over quarterY/YQ/Q+20%Q4 2024-6%-31%Q1 20250%+34%Q2 2025+35%+15%Q3 2025-4%-11%Q4 2025+12%-19%Q1 2026+2%+23%Q2 2026
Latest (Q2 2026): Y/Y +2%, Q/Q +23%.
Rekor Systems: where the cash came from (+) and went (−), TTM to Q2 2026Rekor Systems: where the cash came from (+) and went (−), TTM to Q2 2026Other financing$18.5MOperating cash flow−$10.8MCash drawn (+) / kept (−)−$4.9MCapital spending−$2.3MNet borrowing (+) / repaid (−)−$1.1MOther investing$312KShares issued$108KAsset & business sales$57KBuybacks−$29K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Rekor Systems: profit against cash, quarter by quarterRekor Systems: profit against cash, quarter by quarterNet incomeOperating cash flow−$12.6M−$9.6MQ3 2024−$20.4M−$4.9MQ4 2024−$10.9M−$8.1MQ1 2025−$8.7M−$7.7MQ2 2025−$4.1M−$4.8MQ3 2025−$7.8M$210KQ4 2025−$9.4M−$3.7MQ1 2026−$551K−$2.4MQ2 2026
Latest (Q2 2026): Net income −$551K, Operating cash flow −$2.4M.
Rekor Systems: long-term debt falling due (FY2025)Rekor Systems: long-term debt falling due (FY2025)$15.1M2026$86K2027$25K2028
Cash $16.6M, short-term investments —, long-term debt $15.0M at 2025-12-31.
Rekor Systems in its industry: growth against margin (12 companies, SIC 3669)Rekor Systems in its industry: growth against margin (12 companies, SIC 3669)revenue growth, year over year →↑ operating marginmedian +6%median 3%LITEESEAIOTTBCHNSSCINSGTRCKKSCPAMPGRSKIAASNSREKR (+2%, 2%)
Communications 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 Rekor Systems

Rekor is a roadway intelligence Company, working to modernize public safety, urban mobility, and transportation management through the development of cutting-edge solutions. By collaborating closely with public and private sector customers, we deliver mission-critical services and solutions that enable them to achieve their objectives effectively, while simultaneously building a new digital infrastructure operating system for roadways. Our vision is to create safer, smarter, and more sustainable roadways and communities, improving the lives of citizens and the world around them. Our products and services collect, connect, and organize mobility data, making it more useful, and accessible, while providing actionable real-time insights to enable better decision-making.

In its own words, from its 10-K, filed Mar 31, 2026.

Rekor Systems against its Communications Equipment, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +2% against the peers' median +5%. Operating margin: 1.8% against the peers' median 2.8%.

CompanyQuarterRevenueY/YOp. margin
REKR Rekor SystemsQ2 2026$12.7M+2%1.8%
LITE Lumentum HoldingsQ1 FY27$1.3B+136%28.5%
ESE ESCO TechnologiesQ3 FY26$339M+14%12.1%
AIOT PowerfleetQ1 FY27$111M+6%0.2%
TBCH Turtle BeachQ3 2026$84.7M+5%6.9%
NSSC Napco Security TechnologiesQ1 FY27$50.0M+2%28.2%
INSG InseegoQ3 2026$33.3M-28%-21.6%
TRCK Track GroupQ3 FY26$9.1M-0.1%2.8%
KSCP KnightscopeQ2 2026$9.0M+228%-145.1%

Source: Rekor Systems 10-Q on SEC EDGAR · CIK 1697851 · Communications Equipment, NEC

13F: who owns REKR and who is buying

Largest holders of REKR (13F)Largest holders of REKR (13F)Vanguard Group$8.4MVanguard Capital Management LLC$3.8MD. Scott Neal$2.7MUBS Group AG$1.9MBlackRock$1.2MMercer Global Advisors$1.2MGeode Capital Management, LLC$1.2MJane Street Group, LLC$1.1MPrescott Group Capital Management…$927KVanguard Fiduciary Trust$567K
Funds' net buying of REKR by quarter (13F)Funds' net buying of REKR by quarter (13F)$638K2024-09−$4.8M2024-12$1.1M2025-03−$2.8M2025-06$2.2M2025-09$9.4M2025-12−$6.2M2026-03−$3.8M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on REKR

History

Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results · Q4 2024 results

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