Electro-Sensors, Inc. Announces 2025 Year-End Financial Results

Rhea-AI Summary

Electro-Sensors (NASDAQ: ELSE) reported 2025 year‑end results with record annual revenue of $10.142 million, an 8.2% increase versus 2024, and a gross margin of 50.8%. Net income declined to $306,000, and diluted EPS fell to $0.09.

Balance sheet highlights include $10.601 million in cash and investments and total assets of $15.702 million. Current liabilities rose to $885,000. Management cited manufacturing efficiencies and strategic pricing as drivers of margin improvement.

Positive

• Record net sales of $10.142 million, up 8.2% year-over-year
• Gross margin improved to 50.8%, up 190 basis points
• Cash and investments of $10.601 million at year-end

Negative

• Diluted EPS declined by 30.8% to $0.09
• Net income fell to $306,000 from $446,000
• Current liabilities increased to $885,000 from $552,000

Key Figures

Record annual revenue: $10.1M Net sales 2025: $10,142,000 Gross margin 2025: 50.8% +5 more

8 metrics

Record annual revenue $10.1M Year ended December 31, 2025

Net sales 2025 $10,142,000 Full-year 2025 net sales vs. $9,373,000 in 2024

Gross margin 2025 50.8% Full-year 2025 gross margin, up from 48.9% in 2024

Diluted EPS 2025 $0.09 Full-year 2025 diluted EPS vs. $0.13 in 2024

Net income 2025 $306,000 Full-year 2025 net income vs. $446,000 in 2024

Cash and investments $10,601,000 Cash and investments at December 31, 2025

Total assets $15,702,000 Total assets at December 31, 2025

Operating income 2025 $2,000 Full-year 2025 operating income vs. $(4,000) in 2024

Market Reality Check

Price: $4.32 Vol: Volume 4,000 is 23% above...

normal vol

$4.32 Last Close

Volume Volume 4,000 is 23% above the 20-day average of 3,249, showing slightly elevated trading ahead of the release. normal

Technical Shares at 4.3201 are trading below the 200-day MA of 4.51, indicating a weaker longer-term trend into the earnings.

Peers on Argus

Peer performance is mixed, with names like FCUV up 19.62% and WATT down 7.26%, s...

Peer performance is mixed, with names like FCUV up 19.62% and WATT down 7.26%, suggesting ELSE’s move is more company-specific than sector-driven.

Previous Earnings Reports

5 past events · Latest: Nov 13 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Nov 13	Q3 2025 earnings	Positive	-4.0%	Record quarterly revenue and higher gross margin with solid profitability.
Aug 12	Q2 2025 earnings	Positive	+1.2%	Revenue and gross margin growth with swing to positive EPS.
May 12	Q1 2025 earnings	Negative	+18.3%	Slight revenue decline and increased operating and net losses.
Mar 19	2024 annual results	Positive	+2.0%	Record annual revenue growth driven by HazardPRO wireless sensors.
Nov 13	Q3 2024 earnings	Positive	-0.2%	Strong double-digit revenue growth and margin expansion with higher income.

Pattern Detected

Earnings releases often show revenue and margin improvement, but price reactions are inconsistent, with several instances of share weakness on fundamentally positive updates.

Recent Company History

Over the last year, Electro-Sensors has repeatedly reported growth in sales and improving margins. The 2024 annual results showed record revenue of $9.4M with solid margins, followed by Q1–Q3 2025 updates featuring margin expansion and gradually improving profitability. Price reactions have been mixed, including a -4.05% move on strong Q3 2025 results and a sharp 18.33% gain after a weaker Q1. Today’s 2025 year-end report continues this narrative of modest top-line growth and margin improvement.

Historical Comparison

+3.5% avg move · In the past year, ELSE issued 5 earnings updates with an average move of 3.45%. The 2025 year-end re...

earnings

+3.5%

Average Historical Move earnings

In the past year, ELSE issued 5 earnings updates with an average move of 3.45%. The 2025 year-end report extends the trend of steady revenue growth and margin gains seen in prior quarters.

Earnings releases track a progression from record 2024 revenue into Q1–Q3 2025, with consistent gross margin improvement and a shift from quarterly losses toward modest, recurring profitability.

Market Pulse Summary

This announcement reports record $10.1M revenue for 2025 with gross margin improving to 50.8%, while...

Analysis

This announcement reports record $10.1M revenue for 2025 with gross margin improving to 50.8%, while net income eased to $306,000 and diluted EPS to $0.09. Prior earnings updates showed a pattern of growing sales and margin expansion alongside rising operating costs. Investors may track how effectively management controls expenses, maintains margin strength, and converts revenue growth into higher earnings and cash flow in future periods.

Key Terms

form 10-k, proxy statement

2 terms

form 10-k regulatory

"A full analysis of results ... is available in the Company's Form 10-K, which is available"

A Form 10-K is a comprehensive report that publicly traded companies are required to file annually with regulators. It provides a detailed overview of a company's financial health, operations, and risks, similar to a detailed health report. Investors use this information to assess the company's performance and make informed decisions about buying or selling its stock.

proxy statement regulatory

"information about the meeting will be published on our website and in the proxy statement"

A proxy statement is a document companies send to shareholders ahead of a meeting that lays out the items up for a vote—like who will sit on the board, executive pay, and major corporate decisions—and provides background so shareholders can decide how to cast their votes or appoint someone to vote for them. Think of it as an agenda plus a ballot and briefing notes, important because the outcomes can change control, strategy, and value.

AI-generated analysis. Not financial advice.

MINNETONKA, Minn., March 30, 2026 /PRNewswire/ -- Electro-Sensors, Inc. (NASDAQ: ELSE), a leading global provider of machine monitoring sensors and hazard monitoring systems, today announced financial results for the year ended December 31, 2025.

• Record annual revenue of $10.1 million, up 8.2% over prior year
• Gross Margin of 50.8%
• Cash and investments of $10.6 million

Table in thousands, except per share data

		FY25			FY24			Change
Net Sales		$	10,142		$	9,373		8.2	%
Gross Margin			50.8	%		48.9	%	190	bps
Operating Income (Loss)		$	2		$	(4)		150.0	%
Operating Income (Loss) Margin			0.0	%		(0.0)	%	0	bps
Income Before Income Taxes		$	347		$	436		(20.4)	%
Earnings Per Share (diluted)		$	0.09		$	0.13		(30.8)	%

Net sales during 2025 increased to $10,142,000 from $9,373,000 in the prior year.  This increase was comprised of sales increases in both our wired product families and HazardPRO^TM wireless monitoring systems for industrial and agricultural applications.

"We are pleased to report record annual revenue of $10.1 million, up 8.2% over the prior year," said David L. Klenk, Electro-Sensors' president.  "Additionally, we are also encouraged by 2025 gross margins of 50.8%, rising from 48.9% in the prior year as we continued our focus on manufacturing efficiencies and strategic price adjustments.

A full analysis of results for the year ended December 31, 2025 is available in the Company's Form 10-K, which is available on the Company's website at www.electro-sensors.com or through the Securities and Exchange Commission's Edgar database at www.sec.gov.

Electro-Sensors, Inc. Statements of Income For the Years Ended December 31, 2025 and 2024 (in thousands except share and per share amounts)
		Years Ended December 31,
	2025				2024
Net sales	$		10,142		$	9,373
Cost of goods sold			4,985			4,791
Gross profit			5,157			4,582
Operating expenses			5,155			4,586
Operating income (loss)			2			(4)
Non-operating income, net			345			440
Income before income taxes			347			436
Income tax expense (benefit)			41			(10)
Net income	$		306		$	446
Earnings per share – diluted	$		0.09		$	0.13
Average shares outstanding - diluted			3,475,828			3,435,040

 

Electro-Sensors, Inc. Balance Sheets December 31, 2025 and 2024 (in thousands)
	December 31
	2025			2024
Assets
Current Assets
Cash and investments	$	10,601		$	10,004
Trade receivables, net		1,404			1,309
Inventories		2,028			1,964
Other current assets		320			197
Total current assets		14,353			13,474
Deferred income tax asset		464			501
Property and equipment, net		885			910
Total assets	$	15,702		$	14,885
Liabilities and Stockholders' Equity
Current Liabilities
Accounts payable and accrued expenses	$	885		$	552
Total current liabilities		885			552
Stockholders' equity
Common stock		348			344
Additional paid-in capital		2,534			2,360
Retained earnings		11,935			11,629
Total stockholders' equity		14,817			14,333
Total liabilities and stockholders' equity	$	15,702		$	14,885

Annual Meeting

Our Annual Meeting of Shareholders will be held later this year and information about the meeting will be published on our website and in the proxy statement once the meeting date is determined. All shareholders are welcome to attend and take part in the discussion of Company affairs. 

About Electro-Sensors

Electro-Sensors, Inc. is an industry leading designer and manufacturer of rugged and reliable machine monitoring sensors and wireless/wired hazard monitoring systems applied across multiple industries and applications. These products improve processes by protecting people, safeguarding systems, reducing downtime, and preventing waste. Electro-Sensors is proud to be an ISO9001:2015 quality certified company and is committed to providing excellent customer service and technical support. Founded in 1968 and located in Minnetonka, Minnesota, Electro-Sensors provides its loyal customers with reliable products that improve safety and help plants operate with greater efficiency, productivity and control.

Cautionary Statement Regarding Forward Looking Statements

This press release may include statements about possible or anticipated future financial performance, business activities, plans, or opportunities.  These forward-looking statements may include the words "will," "should," "believes," "expects," "anticipates," "intends" or similar expressions.  For these forward-looking statements, the Company claims the protection of the safe harbor for forward-looking statements contained in federal securities laws.  Forward-looking statements reflect the company's current views with respect to future events and financial performance and include any statement that does not directly relate to a current or historical fact.  These forward-looking statements are subject to a number of factors, risks and uncertainties, including those disclosed in our periodic filings with the SEC that could cause actual performance, activities, plans, or opportunities after the date the statements are made to differ significantly from those indicated in the forward-looking statements.

For more information please visit our website at: www.electro-sensors.com. Also look us up on:
LinkedIn: linkedin.com/company/electro-sensors-inc-
X: x.com/ESIsensors
Facebook: facebook.com/ElectroSensors

 

View original content:https://www.prnewswire.com/news-releases/electro-sensors-inc-announces-2025-year-end-financial-results-302729003.html

SOURCE Electro-Sensors, Inc.

FAQ

What were Electro-Sensors (ELSE) full-year 2025 revenues and growth rate?

Electro-Sensors reported $10.142 million in net sales for 2025, an 8.2% increase year-over-year. According to the company, growth came from both wired product families and HazardPRO wireless monitoring systems for industrial and agricultural customers.

How did Electro-Sensors' gross margin change in 2025 and why does it matter for ELSE?

Gross margin rose to 50.8%, a 190 basis-point improvement versus 2024. According to the company, the increase reflects manufacturing efficiencies and strategic price adjustments that can support future operating leverage.

What were Electro-Sensors' 2025 profit and EPS results (ELSE)?

Net income was $306,000 and diluted EPS was $0.09 for 2025, down from $446,000 and $0.13. According to the company, lower non-operating income and tax expense shifts affected year-over-year comparisons.

How strong is Electro-Sensors' balance sheet at year-end 2025 (ELSE)?

Electro-Sensors held $10.601 million in cash and investments and total assets of $15.702 million at December 31, 2025. According to the company, liquidity remains substantial relative to its reported liabilities and operations.

Did Electro-Sensors (ELSE) report any material changes in liabilities or equity for 2025?

Current liabilities increased to $885,000 from $552,000, while stockholders' equity rose to $14.817 million. According to the company, retained earnings and additional paid-in capital contributed to the equity increase.