Gencor Industries
Logotype for Gencor Industries Inc

Gencor Industries (GENC) investor relations material

Gencor Industries Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Gencor Industries Inc
Q1 2026 earnings summary6 Feb, 2026

Executive summary

  • Net revenues for the quarter ended December 31, 2025, were $23.6 million, a 25% decrease year-over-year, mainly due to lower contract equipment sales and uncertainty over federal infrastructure funding renewal.

  • Gross profit margin improved to 28.7% from 27.6% year-over-year, driven by a higher mix of parts and component sales.

  • Net income for the quarter was $3.4 million ($0.23 per share), down from $3.8 million ($0.26 per share) in the prior year quarter.

  • Operating income declined to $3.1 million from $4.6 million year-over-year, reflecting lower revenues.

  • Backlog increased to $57.4 million at quarter-end, up from $54.4 million a year earlier, indicating improved order activity.

Financial highlights

  • Cash and cash equivalents plus marketable securities totaled $147.7 million at December 31, 2025, up from $136.3 million at the previous fiscal year-end.

  • Working capital was $200.9 million at December 31, 2025, up from $197.7 million at September 30, 2025.

  • Net other income rose to $1.55 million from $534,000, including $373,000 in net gains on marketable securities versus $455,000 in losses last year.

  • No long-term or short-term debt outstanding as of December 31, 2025.

  • Inventory reserves for slow-moving and obsolete items increased by $274,000 during the quarter.

Outlook and guidance

  • Uncertainty around the replacement of the current federal infrastructure bill, set to expire September 30, 2026, is impacting equipment sales.

  • Management noted increased optimism and order activity in recent months, with a strong backlog suggesting a solid year ahead.

  • Management expects all contract assets at December 31, 2025, to be billed and collected within one year.

  • The company continues to monitor inflation, supply chain disruptions, and geopolitical risks, but operations have not been significantly impacted as of the report date.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Gencor Industries
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
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.
App-store-avatar.png play-store-avatar.png
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Gencor Industries Inc is a U.S.-based manufacturer of heavy machinery used in the production of highway construction materials. The company designs and produces equipment for asphalt plants, combustion systems, and thermal processing applications. Its product lineup includes asphalt drum mixers, batch plants, soil remediation equipment, and related components. Gencor serves customers in the road construction, infrastructure, and environmental sectors through domestic and international distribution. The company is headquartered in Orlando, Florida, and its shares are listed on the NASDAQ.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage