Aeluma (ALMU) Q4 Fiscal 2026 Earnings Call: AI DataCom Commercialization and $56 Million Cash Balance
Source Tradingkey
Key Takeaways
- Aeluma reported fiscal Q4 2026 revenue of $582,000 and full-year revenue of $4.5 million, near the high end of the range provided on its Q3 call. Annual revenue was approximately flat with $4.7 million in fiscal 2025 and remained primarily tied to government contracts.
- The fiscal 2026 GAAP net loss widened to $9.2 million, or $0.52 per share, from $3.0 million, or $0.23 per share, in fiscal 2025. Management attributed the increase mainly to higher headcount and other operating expenses.
- Cash and cash equivalents reached $56.0 million at fiscal year-end, up from $37.8 million at the end of the March quarter and $15.7 million a year earlier. Aeluma had no debt.
- AI DataCom is the company’s near-term commercialization priority. Development is focused on LINX high-speed photodetectors and Quasar quantum dot lasers manufactured on non-indium phosphide substrates.
- For fiscal 2027, Aeluma expects to recognize approximately $2.3 million of booked government contract revenue, with another $2.0 million of opportunities under discussion. The company did not provide formal revenue guidance.
- Management expects fiscal 2027 capital expenditures of approximately $10 million to $12 million, primarily for two AIXTRON G10 MOCVD reactors and related manufacturing, testing and validation capabilities.
Key Financial Results
| Metric | Fiscal Q4 2026 | Fiscal 2026 | Comparison or context |
|---|---|---|---|
| Revenue | $582,000 | $4.5 million | Fiscal 2025 revenue was $4.7 million; revenue primarily reflected government contracts |
| GAAP net loss | $4.0 million | $9.2 million | Fiscal 2025 net loss was $3.0 million |
| GAAP loss per share | $0.22 | $0.52 | Fiscal 2025 loss per share was $0.23 |
| Adjusted net loss | $2.7 million | $4.6 million | Fiscal 2025 adjusted net loss was $116,000 |
| Adjusted loss per share | $0.15 | $0.26 | Fiscal 2025 adjusted loss per share was $0.01 |
| Adjusted EBITDA | $(2.9) million | $(5.2) million | Fiscal 2025 adjusted EBITDA was positive $186,000 |
| Cash and cash equivalents | — | $56.0 million | $37.8 million at the end of the March quarter and $15.7 million at June 30, 2025 |
| Debt | — | $0 | No balance-sheet debt |
Disclaimer: For information purposes only. Past performance is not indicative of future results.
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