Apr. 28 at 8:40 PM
$GKPRF ........................**Gatekeeper Systems – Q2 2026 Call (Apr 28)
Q2 revenue hit
$10.4M (+75% YoY) with gross margin at 43% and a return to profitability.
Six‑month revenue reached
$16.3M (+23% YoY) and gross profit improved sharply.
The company has announced
$50.3M in new contracts so far this fiscal year, but only
$6.8M has been recognized — leaving a large backlog still to flow through future quarters.
School‑bus contracts totaled
$14.4M, all tied to recurring subscription revenue, and execution continues on the
$27M LIRR project, the largest in company history.
Management highlighted strong demand, improving margins, and a growing shift toward AI‑driven, recurring‑revenue models.