Every 8-K that Geospace Technologies Corporation (GEOS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow GEOS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GEOS filings page.
Geospace Technologies reported weak results for the third quarter of fiscal 2026 ended June 30. Revenue fell to $15.8 million from $24.8 million, and the company swung to a net loss of $9.7 million, or $(0.75) per diluted share, from net income of $0.8 million, or $0.06 per share, a year earlier. For the first nine months, revenue declined to $61.1 million from $80.1 million, with net loss widening to $30.5 million, or $(2.37) per share.
All operating segments saw lower sales. Smart Water revenue dropped 56.1% year over year in the quarter to $4.6 million, mainly from reduced demand for Hydroconn connectors, despite the launch of the new Series V connector. Energy Solutions revenue decreased to $5.9 million and Intelligent Industrial to $5.2 million, reflecting softer demand for seismic equipment, industrial sensors and contract manufacturing.
Operating activities used $27.3 million of cash over nine months, reducing cash and cash equivalents to $2,833 thousand at June 30, 2026, though working capital remained $40.6 million and the company stayed in compliance with loan covenants and retained full access to its credit facility. Offsetting weaker results, subsidiary Quantum Technology Sciences secured a $10.8 million firm-fixed price contract from the U.S. Navy, expected to run through December 2027, and a Department of Homeland Security maintenance contract was extended.
Geospace Technologies reported a wider loss for its second quarter ended March 31, 2026. Quarterly revenue edged up to $19.7 million from $18.0 million, but net loss deepened to $11.1 million, or $(0.86) per diluted share, from a loss of $9.8 million, or $(0.77).
For the first six months of fiscal 2026, revenue fell to $45.3 million from $55.2 million, while net loss expanded sharply to $20.8 million from $1.4 million. Smart Water revenue dropped 60.6% in the quarter as customers worked down elevated Hydroconn inventories, while Energy Solutions quarterly revenue rose 272.1% on Permanent Reservoir Monitoring activity and Pioneer deliveries. Intelligent Industrial revenue grew modestly by 7.1% in the quarter.
The company is cutting costs through a voluntary early retirement program and a workforce reduction of about 20%, targeting roughly $12 million in annualized savings and expecting about $1.3 million in restructuring charges across the second and third quarters. Geospace used $16.7 million of operating cash over six months but ended March 31, 2026 with $13.4 million in cash and $25.0 million of undrawn credit availability.
Geospace Technologies Corporation is implementing an organizational change plan that includes a Voluntary Early Retirement program and a Reduction in Force that together will reduce its global workforce by approximately 20%. These actions, alongside other cost-containment measures, are expected to generate about $10 million of annualized cash savings.
In connection with the workforce reduction, Geospace expects to record approximately $0.6 million of termination costs in its second fiscal quarter and about $0.7 million of additional costs in its third fiscal quarter ending June 30, 2026, mainly for employee transition, severance, and benefits.
Geospace Technologies Corporation reported the results of its Annual Meeting of Stockholders held on February 5, 2026. Stockholders elected Thomas L. Davis, Ph.D., Richard F. Miles, and Walter R. Wheeler as directors to serve three-year terms expiring in 2029.
The director nominees received between 5,063,822 and 5,334,283 votes in favor, with up to 212,935 votes against and 151,068 abstentions, plus 3,690,889 broker non-votes. Stockholders also ratified the appointment of US LLP as auditors for the fiscal year ending September 30, 2026 and approved, on an advisory basis, the compensation of the named executive officers.
Geospace Technologies Corporation filed a current report to note that it has issued a press release announcing operating results for its first quarter of fiscal year 2026. The press release is provided as Exhibit 99.1 to the report.
The company furnished this information under Item 2.02, Results of Operations and Financial Condition. The report clarifies that the press release and related information are not deemed "filed" for liability purposes under the Securities Exchange Act, unless specifically incorporated by reference in another filing.
Geospace Technologies Corporation filed a Form 8-K to report that it has released a press announcement covering operating results for its fourth quarter and fiscal year 2025. The company issued this press release on November 20, 2025, and attached it as Exhibit 99.1. The 8-K clarifies that this earnings-related information is being furnished, not filed, under securities laws, which affects how it is treated for liability and incorporation into other SEC documents.
Geospace Technologies Corporation entered into a First Amended and Restated Credit Agreement with Woodforest National Bank providing a three-year revolving credit facility with maximum availability of $25.0 million. The facility continues and extends the company’s prior revolving loan and accrues interest at the company’s option of 30‑day Term SOFR + 2.75% or an Alternate Base Rate + 2.75%, with monthly interest payments required.
The agreement is secured by substantially all assets of the borrowers (with certain excluded property) and imposes financial covenants including a minimum consolidated tangible net worth of $85.0 million, minimum liquidity of $10.0 million, a minimum asset coverage ratio of 2.00 to 1.00, and a springing minimum interest coverage ratio of 1.50 to 1.00 tested quarterly under specified conditions.
Geospace Technologies Corporation filed a current report to note that it released its operating results for the third quarter of fiscal year 2025. On August 7, 2025, the company issued a press release detailing these results, which is included as Exhibit 99.1 to the report. The filing clarifies that this earnings information, provided under Item 2.02, is furnished rather than filed, meaning it is not subject to certain liability provisions of the Exchange Act nor automatically incorporated into other securities filings.