Apyx Medical Corp (APYX) · Nov 5, 2026 · Earnings

Apyx Medical earnings beat as AYON growth offsets OEM slide

Beat — Revenue $14.0M vs ~$13.29M consensus

Apyx Medical’s third-quarter earnings beat revenue expectations, with AYON driving Surgical Aesthetics growth while OEM sales continued to shrink.

Apyx is shifting its business toward Surgical Aesthetics and the AYON body-contouring platform, after receiving FDA clearance for power liposuction and beginning a limited launch in June 2026. The quarter shows that transition gaining traction, but not yet producing a clean company-wide acceleration.

Revenue beat the modest market bar, led by the strategic business. Total revenue rose 9% to $14.0 million, above the published consensus of roughly $13.29 million, while Surgical Aesthetics revenue grew 17% to $13.0 million. The growth came from domestic AYON sales and higher international Renuvion generator sales.

Metric	Q3 2026	Q3 2025	Consensus / prior guide
Total revenue (Results)	$14.0M (+9%)	$12.9M	~$13.29M
Surgical Aesthetics revenue (Segment results)	$13.0M (+17%)	$11.1M
OEM revenue (Segment results)	$1.1M (-42%)	$1.8M
Gross margin (Results)	64.2%	64.4%	63%-65% guide
Operating expenses (Results)	$9.6M (+5%)	$9.1M
Net loss (Results)	$1.8M	$2.0M
Adjusted EBITDA (Results)	$0.4M	$(0.1)M
Operating cash use (Cash Flow discussion)	$1.6M	$3.5M
Cash and equivalents (Balance Sheet)	$25.8M	$31.7M at Dec. 31
FY2026 operating expenses (Guidance)	$41.0M-$42.5M		<$45.0M prior guide

AYON is doing the work Apyx needs it to do, but the mix shift is incomplete. Surgical Aesthetics growth more than offset a 42% decline in OEM revenue, which management attributes to lower sales volumes to existing customers. The full commercial launch of the reusable power-liposuction handpiece is a meaningful expansion of AYON’s addressable use case, but this quarter provides only early evidence of adoption rather than proof of a large new revenue stream. 〔0〕

Profitability improved enough to beat the earnings bar, even though expenses rose. Adjusted EBITDA moved from a $0.1 million loss to $0.4 million of positive EBITDA, and net loss narrowed to $1.8 million. The improvement was helped by better revenue and cash usage, while operating expenses still increased 5% and cash declined to $25.8 million from $31.7 million at year-end. The lower full-year operating-expense range—from below $45 million to $41.0-$42.5 million—is a real cost-control improvement, although it does not by itself change the company’s still-loss-making profile.

The quarter is better than expected, but it does not rewrite the story. AYON adoption is now visible in the numbers, and the revenue beat plus positive adjusted EBITDA modestly strengthen the transition toward Surgical Aesthetics. The OEM contraction and continued cash burn keep this as an execution update, not a decisive business-model inflection.

Bottom line: Apyx delivered a modest earnings beat and clearer evidence that AYON is becoming the growth engine. The business is advancing, but the sharp OEM decline and ongoing losses limit how much this quarter changes the overall story.

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

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Apyx Medical earnings beat as AYON growth offsets OEM slide

Breaking down Wall Street's information edge.