Welcome to our dedicated page for Genasys SEC filings (Ticker: GNSS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Genasys Inc. (NASDAQ: GNSS) SEC filings, offering investors and analysts a centralized view of the company’s regulatory disclosures. Genasys is a Protective Communications company in the audio and video equipment manufacturing industry, and its filings with the U.S. Securities and Exchange Commission document material events, financial performance, and governance matters related to GNSS stock.
Genasys files annual reports on Form 10-K and quarterly reports on Form 10-Q, which present audited and interim financial statements, segment information for its Hardware and Software businesses, and discussions of risk factors and operations. Current reports on Form 8-K are used to disclose specific material events. For example, recent 8-K filings have addressed financial results for a fiscal quarter and changes in executive roles, such as the retirement of a Chief Financial Officer and the appointment of an interim Chief Financial Officer, Treasurer and Secretary.
Through this filings page, users can review documents related to revenue contributions from hardware and software, gross margins, operating expenses, and non-GAAP measures such as adjusted EBITDA, as reported by the company. Filings also identify the company’s listing on The Nasdaq Stock Market under the ticker symbol GNSS and provide details on board and management changes, compensation arrangements, and other corporate actions.
Stock Titan’s platform enhances these SEC filings with AI-powered summaries that explain key points in plain language, highlight important trends, and help users interpret complex sections of lengthy reports such as Forms 10-K and 10-Q. Real-time updates from the SEC’s EDGAR system, along with access to Form 4 and other ownership-related filings, allow readers to monitor material disclosures and insider-related information associated with Genasys Inc. more efficiently.
Genasys Inc. director William H. Dodd reported open-market purchases of a total of 25,457 shares of common stock. The transactions were completed on February 18 and 19, 2026 at prices between
Genasys Inc. reported a sharp improvement in quarterly results for the three months ended December 31, 2025. Total revenues rose to $17,065 from $6,940 a year earlier, driven mainly by product sales increasing to $14,261 from $4,144. Net loss narrowed to $817, or $0.02 per share, compared with a loss of $4,078, or $0.09 per share.
Cash, cash equivalents and restricted cash increased to $10,871, helped by strong operating cash flow of $7,200. Contract liabilities grew to $35,337, with $25,289 of remaining performance obligations and $25,038 in customer deposits tied to the Puerto Rico Early Warning System project, most expected to convert to revenue within 12 months.
Genasys Inc. reported a very strong fiscal first quarter 2026, with revenue rising to $17.1 million from $6.9 million, a 145.9% increase driven by the Puerto Rico project and higher hardware sales. Gross margin improved to 48.0% from 45.8%.
GAAP operating loss narrowed sharply to $0.4 million from $5.9 million, while adjusted EBITDA turned positive at $0.7 million versus a loss of $4.8 million. GAAP net loss improved to $0.8 million, or $0.02 per share, from $4.1 million, or $0.09 per share.
The company fully repaid its $4.0 million incremental term loan and ended December 31, 2025 with $10.3 million in cash, cash equivalents and marketable securities, up from $8.0 million on September 30, 2025. Management expects meaningful year-over-year revenue growth, gross margin of roughly 50%, and both operating and net income profitability in fiscal 2026.
Genasys Inc. approved a new 2026 compensation package for CEO Richard Danforth. His base salary is set at $490,000, with a target cash bonus equal to 100% of salary and a maximum cash bonus of $784,000 based on revenue, Annual Recurring Revenue (ARR), and debt-repayment goals.
He received 200,000 time-based RSUs vesting in 67,000 shares on December 31, 2026 and 133,000 shares on December 31, 2027, plus 200,000 performance-based RSUs tied to the same three metrics. At least 95% of revenue and ARR targets and the debt-repayment measure must be met for any performance RSUs to vest, with between 0 and 200,000 shares ultimately vesting.
The performance-based RSUs are earned when the company’s independent auditor issues its opinion on fiscal 2026 results, and all RSUs remain subject to change-of-control and severance terms in his employment agreement. In connection with these grants, the company canceled 800,000 performance-based stock options granted to Mr. Danforth in October 2022.
Genasys Inc. CEO and director Richard Danforth received an equity grant of 400,000 shares of common stock on January 26, 2026 at a price of $0 per share. After this award, he beneficially owned 594,692 common shares, held directly.
The grant represents restricted stock units. According to the vesting terms, 50% of the units vest time‑based, with one‑third of that portion vesting on December 31, 2026 and the remaining two‑thirds on December 31, 2027. The other 50% will vest only if Genasys meets specified financial performance measures for fiscal year 2026.
Genasys Inc. is asking stockholders to vote at a virtual annual meeting on March 17, 2026. Holders of 45,212,311 common shares as of January 21, 2026 may attend and vote online after registering at proxydocs.com/GNSS.
Stockholders will elect five directors (Richard S. Danforth, William H. Dodd, W. Craig Fugate, R. Rimmy Malhotra and Susan Lee Schmeiser), ratify Baker Tilly US, LLP as auditor for the year ending September 30, 2026, and cast an advisory “say‑on‑pay” vote on executive compensation.
The board’s slate and governance are shaped by an amended cooperation agreement with Nicoya affiliates, which includes standstill terms and future audit chair planning, and by a reduction of board seats from seven to six. The proxy also details CEO and CFO pay, bonus metrics tied to revenue, ARR, bookings and debt repayment, and new RSU grants under the 2025 equity plan.
Genasys Inc. interim CFO and Secretary Cassandra Monteon reported an equity grant of 10,000 shares of common stock in the form of restricted stock units on December 11, 2025 at a stated price of $0, indicating a compensation award rather than an open-market purchase.
The units vest in three equal installments: one-third on December 11, 2026, one-third on December 11, 2027, and one-third on December 11, 2028. After this grant, Monteon beneficially owns 17,706 shares directly and 1,913 shares indirectly through a spouse, with the indirect holdings disclaimed except for any pecuniary interest.
Genasys Inc. is a global provider of Protective Communications, combining its cloud-based Genasys Protect software with LRAD and Acoustics hardware to deliver targeted emergency alerts before, during, and after critical events. Its customers include federal, state and local agencies, education, and enterprises in sectors such as oil and gas, utilities, manufacturing, automotive, and healthcare.
The company reports an order backlog for products deliverable in the next 12 months of approximately $60.0 million as of September 30, 2025, largely related to one customer, compared with $40.3 million as of September 30, 2024. Revenue is concentrated, with one customer accounting for 32% of fiscal 2025 revenues and one customer accounting for 18% of fiscal 2024 revenues.
Genasys spent about $8.1 million on company-sponsored research and development in fiscal 2025, after $9.6 million in 2024, to enhance its SaaS platform and LRAD-based hardware. As of September 30, 2025, it employed 187 full-time staff, including 86 in engineering. Key risks highlighted include dependence on a limited number of customers, possible need for additional capital, exposure to global economic and supply chain pressures, and cybersecurity and data privacy compliance obligations.
Genasys Inc. director W. Craig Fugate received 6,411 shares of the company's common stock on 10/01/2025 as payment in lieu of an accrued cash retainer for the third and fourth quarters of fiscal 2025. After the grant, Mr. Fugate beneficially owns 68,201 shares. The shares were valued by dividing the cash retainer by the closing price on the grant date; the transaction was reported on Form 4 and signed by an attorney-in-fact on 10/03/2025.