Genasys Inc. announced a $1 million contract with a southeastern United States nuclear energy operator to install its Acoustics emergency warning and perimeter security systems at two additional sites, following successful deployments at two other facilities. The order replaces legacy paging, intercom, and telephone systems, delivering clearer, more reliable voice communication during emergencies and enhancing perimeter deterrence.
The new contract builds on the operator’s 2024 decision to adopt Genasys’ Acoustics technology, which had already replaced older systems at two sites. By extending the solution to two more locations, the operator is standardizing its emergency communications infrastructure across its portfolio, while Genasys gains a foothold in a high‑barrier, long‑term revenue market.
Genasys’ Q3 2025 results show revenue of $9.9 million, a 38% year‑over‑year increase, but a GAAP net loss of $6.5 million, or $0.14 per share. Gross profit margin fell to 26.3% from 52.8% in the prior year, largely due to percentage‑of‑completion accounting for a large Puerto Rico project and underutilization of hardware revenue. The company’s earnings beat expectations by $0.03 per share, driven by disciplined cost control and a favorable mix shift toward higher‑margin software contracts, but the loss margin underscores ongoing profitability challenges.
Strategically, the nuclear sector offers Genasys a high‑barrier, long‑term revenue opportunity. The company’s approach of combining LRAD/Acoustics hardware with its Protect software platform positions it to capture both the hardware and software components of emergency mass‑notification solutions. The new order reinforces this strategy and signals customer confidence that can lead to further expansion within the sector.
CEO Richard Danforth highlighted the system’s ability to deliver “clear voice emergency warnings, communicate routine facility information, and deter unauthorized entry of site perimeters.” He added that the order’s success demonstrates the scalability of Genasys’ integrated hardware‑software solution and supports the company’s broader goal of expanding into high‑margin, regulated markets.
The order represents a positive development for Genasys, but the company remains focused on turning its revenue growth into profitability. Management’s guidance for the next quarter maintains a cautious outlook, reflecting the need to balance investment in high‑barrier markets with the pressure to improve gross margins and reduce net losses.
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