AERTW Aeries Technology, Inc.

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed Jun 8, 2026 Processed 5d 1h ago SEC 0001829126-26-006126
8-K Item 2.02: Earnings release

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Executive Summary

Aeries Technology reported fiscal year 2026 revenue of $70 million, essentially flat year-over-year ($70.2M in FY2025), but swung to net income of $3.5M from a $(21.6M) loss. Adjusted EBITDA of $8.3M exceeded the raised guidance range of $7M-$8M, and operating cash flow turned positive at $6.8M. The company reiterated its FY2027 guidance of $80M-$84M revenue and $10M-$12M Adjusted EBITDA, but the flat revenue and lack of EPS or subscription metrics limit the bullish read-through for the warrant ticker.

Key Financial Metrics

Guidance
$80M-$84M
maintained
Gross Margin
24.7%

Actionable Insight

The flat revenue and lack of EPS or subscription metrics make this a neutral read for the warrant. The FY2027 guidance implies ~17% revenue growth at the midpoint, but execution risk remains given the flat FY2026 top line. Monitor the Q1 FY2027 10-Q for signs of revenue acceleration.

Key Facts

  • FY2026 revenue was $70.0M, essentially flat vs $70.2M in FY2025 (-0.3% YoY).
  • Net income swung to $3.5M from a $(21.6M) loss in FY2025.
  • Adjusted EBITDA was $8.3M (11.9% margin), above the raised guidance range of $7M-$8M.
  • Operating cash flow was $6.8M positive, vs $(1.0M) used in FY2025.
  • FY2027 guidance reiterated: revenue $80M-$84M, Adjusted EBITDA $10M-$12M.
  • Cash and cash equivalents ended at $4.9M, up from $2.8M at FY2025 year-end.
  • Shareholders' deficit improved to $(3.0M) from $(6.1M) at FY2025 year-end.

Financial Impact

Revenue flat YoY at ~$70M; net income positive $3.5M vs loss of $(21.6M); Adjusted EBITDA $8.3M vs $(4.7M).

revenuenet incomeadjusted EBITDAoperating cash flow

Risk Factors

  • Revenue was flat YoY at $70M, indicating no organic growth in FY2026.
  • Shareholders' deficit remains at $(3.0M) with accumulated deficit of $(28.9M).
  • The company is a micro-cap with a $1M market cap, making the stock highly volatile and illiquid.
  • Forward-looking guidance is aspirational and may not materialize.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Management Consulting Services

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001829126-26-006126
Document: aeriestech_8k.htm0001829126-26-006126
Document: 0001829126-26-006126-index-headers.html0001829126-26-006126
Document: 0001829126-26-006126-index.html0001829126-26-006126
Document: 0001829126-26-006126.txt0001829126-26-006126
8-K Data (Synthetic)0001829126-26-006126
3 reports for AERTW
Performance horizon

Track record builds as more directional reports settle.

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Reports for AERTW — sortable, filterable
Type Now
Jun 10, 2026
2d ago
8-K
NEUTRAL ★ 4/10
$0.0204 awaiting T+20awaiting T+20$0.0199 (−2.45%)
Jun 8, 2026
5d ago
8-K
NEUTRAL ★ 4/10
$0.0214 awaiting T+20awaiting T+20$0.0199 (−7.01%)
Apr 3, 2026
10w ago
8-K
BEARISH ★ 8/10
$0.0199 $0.0199· 0.00%▲ +8.98%$0.0199 (+0.00%)
Showing 3 of 3

US Market Status

Market Closed — Opens Mon (48h 51m)

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