Cantaloupe 2026 Q1 Earnings Net Loss of $0.02 per Share, 150% EPS Drop

Cantaloupe (CTLP) reported fiscal 2026 Q1 earnings on Nov 7, 2025, with results diverging sharply from prior-year profitability. The company swung to a net loss of $0.02 per share, a 150% decline from a $0.04 profit in 2025 Q1. Revenue grew by 14.1% to $80.85 million, yet net income deteriorated to a $919,000 loss, reflecting intensified operational challenges. Management provided revenue guidance of $85–88 million for the remainder of 2026 but acknowledged continued EPS pressures, projecting a range of -$0.015 to -$0.025 per share.

Revenue

The total revenue of Cantaloupe increased by 14.1% to $80.85 million in 2026 Q1, up from $70.84 million in 2025 Q1.

Earnings/Net Income

Cantaloupe swung to a loss of $0.02 per share in 2026 Q1 from a profit of $0.04 per share in 2025 Q1 (150.0% negative change). Meanwhile, the company reported a net loss of $-919000 in 2026 Q1, reflecting a 125.7% deterioration from the net income of $3.57 million achieved in 2025 Q1. The EPS decline is significant, and the net loss reflects a 125.7% deterioration from the prior year.

Price Action

The stock price of Cantaloupe has edged down 0.00% during the latest trading day, has edged down 0.00% during the most recent full trading week, and has edged down 0.56% month-to-date.

Post-Earnings Price Action Review

The strategy of buying CTLP when revenues miss and holding for 30 days has historically yielded poor results. According to the data, CTLP has a median return of -2.5% in the 30 days following a revenue miss, compared to a market median return of 0.5% during the same period. This suggests that this strategy not only fails to capitalize on potential upside but also underperforms the broader market. The implication is that investors should exercise caution and consider alternative approaches, such as those that incorporate more robust risk management or seek to leverage the potential for mean reversion in the broader market, rather than simply holding a position following a revenue miss.

[CEO Commentary]

The CEO of Cantaloupe highlighted that the company faced headwinds in Q1 2026 due to market saturation and supply chain disruptions, which impacted revenue growth. Emphasizing strategic investments, the CEO noted a focus on expanding R&D for product innovation and strengthening partnerships in key markets to drive long-term value. While acknowledging near-term challenges, the CEO expressed cautious optimism about the company’s ability to navigate these pressures through cost discipline and operational efficiency. Leadership remains committed to repositioning the business for sustainable growth, with a clear emphasis on customer-centric solutions and agile decision-making to adapt to evolving market dynamics.

[Guidance]

For the remainder of 2026, the CEO outlined expectations of revenue growth between $85–88 million, driven by new product launches and market share gains. EPS is projected to range between -$0.015 to -$0.025, reflecting ongoing investments and cost management efforts. CAPEX will prioritize technology upgrades and supply chain resilience, with a focus on reducing operational bottlenecks. The company anticipates a gradual improvement in net income as these initiatives scale, though full recovery remains contingent on macroeconomic stability and demand trends.

Additional News

No significant non-earnings-related news for Cantaloupe was reported within the three-week period preceding Nov 7, 2025. The company’s recent announcements centered on earnings performance and operational guidance.