earnings
confidence high
sentiment positive
materiality 0.85
Cycurion beats Q2 consensus; gross margin up ~5x; lands $54.6M contract
Cycurion, Inc.
- Q2 revenue $3.8M vs $3.62M consensus; EPS -$0.41 vs -$0.56; net loss -$4.0M improved from -$5.3M.
- Gross margin 29.1% vs 6.1% YoY; adjusted EBITDA -$1.4M vs -$2.1M; net debt down 28% to $5.8M.
- Secured $54.6M, 10-year contract with global consulting firm for state HHS system; >$5M annual recurring revenue starting Nov 2026.
- Acquired Secuvant and Kustom video solutions; estimated $30M revenue run rate; pipeline of 122 opportunities worth ~$34M.
- Cost savings >$2.2M annualized; federal revenue >$500K YTD, on track for ~$1M in 2026.
Featured in Daily 8-K Digest
Selected #8 for 2026-08-14.
Read digest