Guerrilla RF 3Q 2026: Revenue $10.1M, Net income ($3.73M), EPS ($0.35) — 10-Q Summary

What happened

Guerrilla RF reported third-quarter 2026 revenue of $10.1 million, up 60.6% from a year earlier, while its net loss widened to $3.73 million, or $0.35 per diluted share. Aerospace & Defense led growth, with gains in Infrastructure and Catalog; Automotive revenue declined 9%.

Confirmed

Global impact / market context

Revenue growth shows stronger sales across several product areas, but the much larger net loss means the company has not translated that growth into improved overall results. Continued research, sales and marketing spending could support future sales while adding costs before those sales arrive.

Analyst inference

Aerospace & Defense revenue rose 259% and made up 40% of product revenue, while Automotive fell 9% amid weaker demand in older programs. This contrast suggests growth depends increasingly on expanding defense-related demand as legacy automotive sales soften; broader results remain loss-making.

Analyst inference

What to watch

1. Check whether Aerospace & Defense demand continues to convert into revenue, since it drove much of the quarter’s growth and accounted for 40% of product revenue. Analyst inference
2. Watch whether planned research, sales and marketing investment supports further sales growth, and whether those costs ease enough to narrow the company’s net loss. Analyst inference
3. Track Automotive revenue for signs that lower demand in legacy programs persists, alongside Infrastructure and Catalog sales, which rose 78% and 32% respectively. Analyst inference

Evidence

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