SAFX
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 17, 2026 BMO | 2Q2026 | −$0.05 | −$0.04 | +$0.01 beat | $690,880 | -1.6% -1.1 vs SPY | -3.6% | -26.5% |
| May 15, 2026 AMC | 1Q2026 | −$0.05 | −$0.07 | −$0.02 miss | $348,690 | -5.8% -5.7 vs SPY | 0.0% | +9.6% |
| Mar 31, 2026 AMC | 4Q2025 | −$0.09 | −$0.17 | −$0.08 miss | $4.7M | -5.7% -6.5 vs SPY | +1.4% | +89.9% |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Cash flow & capex
| Quarter ended | Operating cash | Capex | Free cash flow | Capex / cash | Capex vs yr ago | Filed |
|---|---|---|---|---|---|---|
| Dec 31, 2024 Q4 | $6.9M | $15.4M | −$8.6M | 225% | 10-K Mar 31 | |
| Sep 30, 2024 Q3 | −$10.6M | $6.1M | −$16.7M | — | 10-Q Nov 14 |
From the company's SEC filings (XBRL), each quarter as first reported; 10-Q cash-flow statements are year-to-date, so a quarter is the difference from the one before. How the big AI spenders compare
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | −$0.02 (1) | −$0.02 – −$0.02 | -42.9% | — | $86.8M | ||
| Next quarter · Dec 31, 2026 | $0.01 (1) | $0.01 – $0.01 | +106% | -166.7% | — | $174.4M | +3620% |
| Current year · Dec 31, 2026 | −$0.13 (1) | −$0.13 – −$0.13 | -125% | 0.0% | — | $264.3M | +1170% |
| Next year · Dec 31, 2027 | $0.05 (1) | $0.05 – $0.05 | +138% | -300.0% | — | $740.2M | +180% |
Consensus as of Oct 24, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.