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Gatekeeper Systems
Gatekeeper Systems (GSI) investor relations material
Gatekeeper Systems Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary22 Jul, 2026
Executive summary
Revenue for Q3 and nine months ended May 31, 2026, rose 68% and 39% year-over-year to CAD 12.5M and CAD 28.8M, respectively.
Announced approximately CAD 73M in new business contracts during the fiscal year, with CAD 14M recognized as revenue in the nine months.
Strongest revenue backlog in company history, driven by growth in the K to 12/school bus segment and new software offerings.
Operating income turned positive, reaching CAD 2.1M for Q3 and CAD 720K for nine months, compared to losses in prior periods.
K to 12/school bus market delivered the majority of Q3 revenue, with robust margins and recurring revenue growth.
Financial highlights
Q3 revenue: CAD 12.5M (up 68% YoY); nine months: CAD 28.8M (up 39% YoY).
Gross profit: CAD 6.7M for Q3 (up 82% YoY); nine months: CAD 13.8M (up 51% YoY).
Gross margin improved to 53% for Q3 and 48% for nine months, compared to 49% and 44% in prior-year periods.
Adjusted EBITDA: CAD 2.4M for Q3; CAD 1.5M for nine months.
Cash at Q3 end: CAD 7.2M; total liabilities: CAD 4M.
Outlook and guidance
Significant backlog and pipeline with CAD 70M in announced contracts, CAD 47M (USD) spec'd but not announced, and CAD 110M in bids in progress.
Management expects continued revenue growth, especially in school bus and transit segments, driven by large projects and multi-year agreements.
No plans to raise additional capital; strong working capital and liquidity position.
Margin expansion anticipated as recurring revenue from MDCs scales up.
Analyze the $6.8M operating loss in Canada
Explain the $7.1M raw materials inventory surge
Assess the $19.7M operating cash outflow
Drivers for the $17.3M inventory increase
FRA mandate impact on transit contract timing
SSD shortage effects on future gross margins
LIRR contract revenue contribution timeline
Inventory surge and working capital strategy
Data center subscription margin impact
Detail the three-bucket sales funnel components
Partial view of Summaries dataset, powered by Quartr API
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Next Gatekeeper Systems earnings date
Q4 202624 Dec, 2026
Gatekeeper Systems
Next Gatekeeper Systems earnings date
Q4 202624 Dec, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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