Gauzy
Manufactures smart-glass, aircraft-shading, and driver-visibility systems for commercial and OEM customers.
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Profile
Sells camera-based driver-visibility systems, aircraft shades, switchable architectural film and glass, and vehicle smart glazing to OEMs and commercial customers, combining internal manufacturing, licensed SPD technology, and acquired operations.
Manufactures light- and vision-control systems across Safety Tech, Aero, Architecture, and Automotive. Its portfolio pairs camera-based driver-visibility products with aircraft cockpit and cabin shades, switchable architectural film and glass, and vehicle smart glazing built on PDLC and SPD technologies.
Generates product revenue by supplying systems and components to OEMs and commercial customers across Israel, Germany, France, North America, Europe, and Asia. Manufacturing combines internally developed products, licensed SPD technology, and acquired operations; customer-site acceptance can delay revenue recognition after shipment.
Operations depend on purchase orders, receivables financing, supplier terms, third-party SPD intellectual-property access, and cross-border production. French subsidiaries remain in court-supervised rehabilitation, while the accessible record does not establish the subsequent court outcome.
Company facts
Key statistics
Year to date −67.2% · Average volume (30d) 9.8M
Analysts
Ratings
Target range
Latest analyst notes
No analyst notes in the last 24 months.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| May 12, 2026 | $0.14 | −$0.54 | −484.1% | $47.0M | — | — | −15.14% |
| Aug 13, 2025Q2 FY25 | −$0.40 | −$0.66 | −65.0% | $34.1M | $20.1M | −41.2% | +0.66% |
| May 13, 2025Q1 FY25 | −$0.35 | −$0.49 | −40.0% | $31.4M | $22.4M | −28.8% | −1.79% |
| Mar 11, 2025Q4 FY24 | −$0.21 | −$0.20 | +4.8% | $26.9M | $31.1M | +15.7% | −1.79% |
Financial highlights
| 12 quarters | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | |
|---|---|---|---|---|---|---|---|
| Revenue | $24.7M | $24.4M | $23.3M | $31.1M | $22.4M | $20.1M | |
| Gross profit | $5.2M | $5.6M | $5.6M | $11.4M | $5.7M | $4.3M | |
| Operating income | −$9.6M | −$8.0M | −$8.8M | −$4.5M | −$8.7M | −$12.5M | |
| Net income | −$13.2M | −$23.1M | −$5.5M | −$11.4M | −$10.8M | −$10.7M | |
| Diluted EPS | −$0.70 | −$1.24 | −$0.29 | −$0.61 | −$0.58 | −$0.57 | |
| Gross margin | 21.0% | 22.8% | 23.9% | 36.5% | 25.6% | 21.4% | |
| Operating margin | -38.8% | -32.7% | -37.6% | -14.3% | -38.9% | -62.4% |
Fiscal years (4-quarter sums)FY23 $78.0M · FY24 $103.5M
Revenue by geography · FY24
Balance sheet, Jun 30, 2025Cash & short-term investments $1.2M · Total debt $63.3M · Total assets $136.8M · Shareholders' equity $17.9M
Dividends
No dividends on record.
Ownership
Shares outstanding 18.74M · Float 12.69M · 67.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Ibex GP LLC | 3.66M | 19.30% | 13G | Nov 13, 2024 |
| Hamilton Global Opportunities plc | 2.35M | 10.30% | 13G | Mar 4, 2026 |
| Olive Tree V Limited Partnership | 1.32M | 6.69% | 13G | Feb 14, 2025 |
| Zimmer Partners, LP | 100.0K | 0.53% | 13F | May 15, 2026 |
| Ibex Investors LLC | 62.8K | 0.34% | 13F | May 12, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Gentex
Dimmable glazing and aircraft-window rival.
- Mobileye
Camera-based ADAS rival to commercial-vehicle safety systems.
- Samsara
AI dash-cam rival in commercial fleet safety.
