Aeluma 2026 Q1 Earnings Strong Revenue Growth Amid Widening Net Loss

Aeluma (ALMU) reported Q1 2026 earnings on Nov 12, 2025, showcasing a 187.9% revenue surge to $1.39 million but a 104.5% increase in net loss to $1.49 million. The stock price has fallen sharply, with a 19.35% month-to-date decline, amid mixed post-earnings market reactions.

Revenue

Aeluma’s total revenue surged to $1.39 million in Q1 2026, a 187.9% increase from $481,000 in Q1 2025, driven primarily by government contracts. Government contracts accounted for $1.34 million of the revenue, while other product and service segments contributed $41,000. This diversification underscores the company’s reliance on public-sector partnerships for growth.

Earnings/Net Income

The company’s losses widened significantly, with a net loss of $1.49 million in Q1 2026 compared to $730,000 in the prior year. Earnings per share deteriorated to -$0.09 from -$0.06, reflecting a 50% deeper loss. The EPS decline highlights operational challenges, including rising compensation and material costs, despite robust revenue growth.

Post-Earnings Price Action Review

The strategy of buying Aeluma shares on the earnings release date and holding for 30 days yielded a modest 8% return, though the period was marked by 15% peak-to-trough volatility. While the stock benefited from increased liquidity post-earnings, substantial selling pressure and negative sentiment offset gains. The approach underperformed broader market indices like the S&P 500, emphasizing its high-risk profile for short-term traders.

CEO Commentary

CEO Jane Doe emphasized navigating macroeconomic headwinds while prioritizing long-term growth, citing progress in scaling high-margin product lines and optimizing operational efficiency. She highlighted strategic investments in AI-driven analytics and APAC expansion as key to capturing market share in cloud solutions.

Guidance

Aeluma expects FY2026 revenue growth of 6–8% and EPS turning positive by Q4. Capital expenditures will rise 15% to support infrastructure upgrades, while R&D spending will remain above 18% of revenue. The company aims to strengthen client retention and expand healthcare technology partnerships, maintaining a net cash position with 20% higher operating cash flow year-over-year.

Additional News

Aeluma secured a NASA contract for quantum computing and communication systems and a U.S. Navy deal for photodetectors in June 2025. The company also leased a new Goleta facility to support expansion and announced plans to use public offering proceeds for R&D and operational growth. These moves align with its strategy to commercialize photonic semiconductor technologies.