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Nephros Earnings Calls
| Release date | Aug 06, 2026 |
| EPS estimate | -$0.0050 |
| EPS actual | - |
| Revenue estimate | 5.051M |
| Revenue actual | - |
| Expected change | +/- 8.05% |
| Release date | May 07, 2026 |
| EPS estimate | $0.0100 |
| EPS actual | $0.0100 |
| Revenue estimate | 5.018M |
| Revenue actual | 5.212M |
| Revenue Surprise | 3.87% |
| Release date | Mar 12, 2026 |
| EPS estimate | $0.0100 |
| EPS actual | $0.0100 |
| Revenue estimate | 4.451M |
| Revenue actual | 4.729M |
| Revenue Surprise | 6.25% |
| Release date | Nov 06, 2025 |
| EPS estimate | -$0.0200 |
| EPS actual | $0.0300 |
| EPS Surprise | 250.00% |
| Revenue estimate | 3.867M |
| Revenue actual | 4.764M |
| Revenue Surprise | 23.21% |
Last 4 Quarters for Nephros
Below you can see how NEPH performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Nov 06, 2025 |
| Price on release | $5.20 |
| EPS estimate | -$0.0200 |
| EPS actual | $0.0300 |
| EPS surprise | 250.00% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $5.70 |
| Nov 03, 2025 | $5.37 |
| Nov 04, 2025 | $5.40 |
| Nov 05, 2025 | $5.69 |
| Nov 06, 2025 | $5.20 |
| Nov 07, 2025 | $4.60 |
| Nov 10, 2025 | $4.29 |
| Nov 11, 2025 | $4.33 |
| Nov 12, 2025 | $4.56 |
| 4 days before | -8.77% |
| 4 days after | -12.31% |
| On release day | -11.54% |
| Change in period | -20.00% |
| Release date | Mar 12, 2026 |
| Price on release | $3.80 |
| EPS estimate | $0.0100 |
| EPS actual | $0.0100 |
| Date | Price |
|---|---|
| Mar 06, 2026 | $3.87 |
| Mar 09, 2026 | $4.01 |
| Mar 10, 2026 | $4.09 |
| Mar 11, 2026 | $3.93 |
| Mar 12, 2026 | $3.80 |
| Mar 13, 2026 | $3.50 |
| Mar 16, 2026 | $2.92 |
| Mar 17, 2026 | $3.00 |
| Mar 18, 2026 | $3.06 |
| 4 days before | -1.81% |
| 4 days after | -19.61% |
| On release day | -7.89% |
| Change in period | -21.06% |
| Release date | May 07, 2026 |
| Price on release | $3.23 |
| EPS estimate | $0.0100 |
| EPS actual | $0.0100 |
| Date | Price |
|---|---|
| May 01, 2026 | $3.11 |
| May 04, 2026 | $3.07 |
| May 05, 2026 | $3.14 |
| May 06, 2026 | $3.22 |
| May 07, 2026 | $3.23 |
| May 08, 2026 | $3.52 |
| May 11, 2026 | $2.95 |
| May 12, 2026 | $3.01 |
| May 13, 2026 | $3.55 |
| 4 days before | 3.86% |
| 4 days after | 9.91% |
| On release day | 8.98% |
| Change in period | 14.15% |
| Release date | Aug 06, 2026 |
| Price on release | - |
| EPS estimate | -$0.0050 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 06, 2026 | $3.55 |
| Jul 07, 2026 | $3.41 |
| Jul 08, 2026 | $3.31 |
| Jul 09, 2026 | $3.50 |
| Jul 10, 2026 | $3.63 |
Nephros Earnings Call Transcript Summary of Q1 2026
Nephros reported record Q1 2026 revenue of $5.2 million (up 7% YoY), the first quarter above $5.0M, driven by strong programmatic growth (~23% YoY) and expanding installations, services and education initiatives. Gross margin declined to 57% from 65% a year ago due to (1) tariffs (about $200k incremental cost), (2) currency (a stronger euro), and (3) a deliberate product-mix shift into lower-margin commercial applications. Management expects tariff relief (tariff rate fell from 15% to 10% end of Feb 2026) and new inventory to improve margins later in the year and is pursuing refund/mitigation strategies. R&D and SG&A rose on higher headcount and professional fees; net income fell ~75% to ~$140k and adjusted EBITDA fell ~69% to ~$206k. Cash was ~$4.0M at quarter end and the company is debt-free. Management emphasized strategic progress building recurring programmatic revenue, expanding into larger commercial markets (ice machines, fountains, bottle fillers, large buildings), growing the Nephros Water Institute/education pillar to accelerate adoption, and targeted sales hiring (notably New York). Key near-term risks are tariff and currency pressures and margin variability, which management views as temporary and manageable.
