Acorn Energy, Inc. filings document operating results and material events for a public company whose revenue is derived from its 99%-owned OmniMetrix subsidiary. Recent reports include Form 8-K disclosures on quarterly and annual results, with detail on monitoring revenue, hardware revenue, gross margin, cash flow and the remote monitoring and control business serving generators, gas pipelines and other critical infrastructure assets.
The company’s filings also cover governance and compensation matters, including executive consulting arrangements, stock option awards, annual meeting voting results, director elections, auditor ratification and advisory votes on executive compensation.
Acorn Energy reported softer Q1’26 results as revenue fell to $2.227M from $3.098M, mainly because last year’s large cellphone-provider hardware contract wound down. Monitoring revenue, which is high-margin and recurring, grew 11.7% to $1.417M, while hardware revenue dropped 55.7% to $0.81M.
Gross margin improved to 80.2% from 75.1% thanks to the greater mix of monitoring services, but the company swung to a net loss of $77,000, or ($0.03) per share, versus net income of $464,000 a year earlier. Operating expenses rose 11.2%, driven by higher SG&A and stock-based compensation.
Acorn ended March 31, 2026 with $4.257M in cash and generated $53,000 of operating cash flow in the quarter. It invested $250,000 to secure exclusive North American distribution and commercialization rights under its AIO Systems technology partnership, which management believes can significantly expand its Infrastructure Solutions segment and long-term growth potential.
Acorn Energy, Inc. reported a small net loss for the quarter ended March 31, 2026 as revenue declined but margins improved. Revenue was $2.2 million, down from $3.1 million a year earlier, mainly due to lower hardware sales and reduced contribution from a prior material contract.
Gross profit was $1.8 million with an 80% margin, up from 75% last year, helped by higher monitoring revenue, which carries very high margins. Monitoring revenue grew to $1.4 million, up 12% year over year, while hardware revenue fell 56% to $0.8 million.
The company posted a net loss attributable to stockholders of $77,000, versus net income of $464,000 in the prior-year quarter, as selling, general and administrative expenses rose 16% to support growth, technology projects, and higher stock-based compensation. Cash from operations was positive at $53,000, and cash on hand was $4.3 million with working capital of $3.1 million, which management believes is sufficient to fund planned needs for at least 12 months.
Acorn Energy reported 2025 revenue of $11.48 million, up 5% from 2024, driven by a 22% increase in high-margin monitoring revenue to $5.56 million, while hardware revenue declined 8% to $5.92 million.
Gross margin improved to 77%, lifting operating income slightly to $1.99 million from $1.94 million. Net income attributable to stockholders fell to $2.51 million, or $0.99 per diluted share, versus $6.29 million, or $2.51 per diluted share, mainly because the prior year included a much larger deferred tax benefit. Cash increased to $4.45 million at year-end 2025, supported by $2.09 million of operating cash flow.
Acorn Energy reported 2025 revenue of $11.5M, up 5% from 2024, with net income attributable to stockholders of $2.5M. Gross margin improved to 77% as higher-margin monitoring services grew.
Power Generation provided 94% of revenue, Cathodic Protection 6%. Monitoring revenue rose 22% to $5.6M, while hardware sales fell 8% to $5.9M. Cash was $4.5M and working capital $3.2M at December 31, 2025, and management believes liquidity is sufficient for at least twelve months.
Acorn Energy director exercises stock options and adds shares
Acorn Energy director Samuel M. Zentman exercised 625 stock options at an exercise price of $4.96 per share on February 5, 2026, receiving the same number of common shares. These options were originally granted on February 5, 2019 under the company’s Amended and Restated 2006 Stock Incentive Plan for his Board service.
Following this transaction, Zentman directly owns 7,242 shares of Acorn Energy common stock. The option position reported in this filing was fully exercised, leaving 0 derivative securities of this grant outstanding.
Acorn Energy director Michael Osterer reported an option exercise and related share holdings. On February 5, 2026, he exercised 625 stock options with a conversion price of $4.96 per share, acquiring 625 shares of common stock at $4.96 each.
Following this transaction, he held 126,211 shares of Acorn Energy common stock directly. The filing also reports 52,083 shares of common stock held indirectly by UE Systems Inc., over which Mr. Osterer shares voting and dispositive power.
Acorn Energy director Gary Mohr exercised stock options for 625 shares of common stock on 02/05/2026. The options had a $4.96 exercise price and were granted under the company’s Amended and Restated 2006 Stock Incentive Plan for Board service.
Following the transaction, Mohr directly owns 17,661 shares of Acorn Energy common stock. He also has indirect beneficial ownership of additional shares, including 52,083 held by UE Systems Inc., 664 held by an IRA, and 17 held by his son, over which he shares voting and dispositive power.
Acorn Energy director Michael Osterer was granted 3,125 stock options on January 19, 2026 under the company’s compensation policy for non-employee directors. The options have an exercise price of $19.02 per share and were reported as directly owned following the grant.
One-fourth of the options are immediately exercisable, with additional one-fourth portions becoming exercisable on April 1, 2026, July 1, 2026 and October 1, 2026. The options expire on the earlier of January 1, 2033 or 18 months after Osterer ceases serving as a director, officer, employee or consultant.
Acorn Energy director Peter Rabover was granted 3,125 stock options on 01/19/2026 as part of the company’s compensation policy for non-employee directors. The options have an exercise price of $19.02 per share and are held directly by Rabover.
One-fourth of the options are immediately exercisable, with additional one-fourth portions becoming exercisable on 04/01/2026, 07/01/2026 and 10/01/2026. The options expire on the earlier of 01/01/2033 or 18 months after Rabover ceases to be a director, officer, employee or consultant of the company. Following this grant, he beneficially owns 3,125 derivative securities linked to Acorn Energy common stock.
Acorn Energy, Inc. director stock option grant: On 01/19/2026, director Samuel M. Zentman received a grant of stock options for 3,125 shares of Acorn Energy common stock at a conversion/exercise price of $19.02 per share. The grant was made under the company’s compensation policy for non-employee directors.
One-fourth of these options are exercisable immediately, with additional one-fourth portions becoming exercisable on 04/01/2026, 07/01/2026, and 10/01/2026. The options expire on the earlier of 01/01/2033 or 18 months after Zentman ceases to serve as a director, officer, employee, or consultant. Following this grant, he beneficially owns 3,125 derivative securities directly.