Elsight H2 Profit Of US$8.2m Tests How Durable Bullish Earnings Narratives Are

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Elsight (ASX:ELS) has followed up its recent turn to profitability with FY 2025 second half revenue of US$18.0 million and basic EPS of US$0.04, putting a clear earnings figure on its latest result. ...

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The company has seen revenue move from US$0.9 million and a basic EPS loss of US$0.01 in the second half of 2024 to FY 2025 trailing twelve month revenue of US$22.8 million and basic EPS of US$0.04, giving investors a fuller picture of how the top line and per share profitability now line up...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BK7084":"电子设备和仪器","BLSX":"Tradr 2X Long BLSH Daily ETF","BLSG":"2倍做多BLSH ETF-Leverage Shares","BK4112":"金融交易所和数据","ELS.AU":"ELSIGHT LTD"},"translate_title":"Elsight下半年利润820万美元考验看涨盈利叙述的持久性","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BLSX":0.6,"ELS.AU":1.98,"BLSG":0.6},"content_text":"Elsight (ASX:ELS) has followed up its recent turn to profitability with FY 2025 second half revenue of US$18.0 million and basic EPS of US$0.04, putting a clear earnings figure on its latest result. The company has seen revenue move from US$0.9 million and a basic EPS loss of US$0.01 in the second half of 2024 to FY 2025 trailing twelve month revenue of US$22.8 million and basic EPS of US$0.04, giving investors a fuller picture of how the top line and per share profitability now line up. Overall, Elsight has shifted from absorbing losses to generating profit, and that change flows straight through to margins and how investors read this latest report. See our full analysis for Elsight. With the headline numbers on the table, the next step is to see how this earnings profile stacks up against the widely held narratives around Elsight, and which parts of the story those numbers support or challenge. See what the community is saying about Elsight ASX:ELS Earnings & Revenue History as at Feb 2026 AdvertisementTrailing US$7.5m profit reshapes the story  On a trailing twelve month basis, Elsight reports US$22.8 million in revenue and US$7.5 million in net income, compared with a trailing loss of US$3.9 million in the prior period snapshot. What bullish investors highlight as a shift in earnings power, with profitability now showing up in the trailing numbers, sits alongside earlier periods where net income was a loss of US$2.9 million and US$3.9 million. The recent profit therefore has only a short track record to support that optimistic view.  H2 FY 2025 swings to US$8.2m profit  In H2 FY 2025, revenue is US$18.0 million with net income of US$8.2 million, versus H1 FY 2025 revenue of US$4.8 million and a net loss of US$0.8 million. Bears focus on the risk that customers are still placing relatively small commercial orders while Elsight spends heavily on global sales and new business units. The sharp move from a US$0.8 million loss in H1 FY 2025 to a US$8.2 million profit in H2 FY 2025 prompts questions about how consistent that profit level can be if contract sizes or timing shift.  Critics also point out that earlier trailing data showed a net loss of US$2.9 million and US$3.9 million before the current profitable run, which they see as evidence that margins could be squeezed again if operating expenses grow faster than revenue. Those cautious views are tied to concerns that future spending on areas like additional business units and adjacent products may require more upfront cost before any earnings contribution shows up, which could affect future half year net income figures.  On a move this sharp, skeptics often ask how repeatable it is and whether future half year updates will show the same profit strength or a step back, which is exactly what the more cautious narrative around Elsight is trying to unpack. 🐻 Elsight Bear Case  High growth forecasts and a rich 94x P/E  The trailing P/E ratio of 94.3x sits slightly below the peer average of 98.1x but well above the Global Electronic industry average of 28.5x. The current A$4.51 share price is shown as below a DCF fair value of about A$5.00 and below an analyst target of A$5.47. Supporters of the bullish narrative point to forecasts for earnings and revenue to grow around 51% per year over the next three years as a reason the market is paying a high multiple today. The same data also flags recent shareholder dilution, so that growth story has to work hard to justify both the 94.3x P/E and any future increase in the share count.  Consensus commentary in the data notes that earnings have grown at an annualized 29.2% pace over five years, and that the company has only recently shifted into profitability, which bullish investors see as a foundation for those higher future growth forecasts. At the same time, the mix of a high P/E, a modest discount to the DCF fair value, and flagged dilution means any shortfall versus the roughly 51% growth expectations could have a meaningful impact on how that valuation is viewed.  If you want to see how other investors are weighing those growth forecasts against the current valuation, the community discussion around Elsight can give you a fuller picture of the bull and bear cases. 📊 Read the what the Community is saying about Elsight. Next Steps To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for Elsight on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves. Given the mix of optimism and caution in this report, it is worth moving quickly to review the underlying data yourself and weigh both sides, starting with 3 key rewards and 1 important warning sign. Explore Alternatives Elsight carries a rich 94.3x P/E and a short track record of profitability, so any earnings wobble or extra dilution could weigh heavily on shareholders. If that mix of high expectations and valuation risk feels a bit tight for your comfort, check out 7 resilient stocks with low risk scores to quickly focus on companies with more resilient profiles and potentially steadier return drivers.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Elsight might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}