Company Reports Q4 Revenue of $58.9M, Beating Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Should l Buy KRNT?
Reports Q4 revenue $58.9M, consensus $58.16M. "The fourth quarter capped a year of disciplined execution. We returned to full-year revenue growth, achieved positive adjusted EBITDA, and generated strong operating cash flow," said Ronen Samuel, CEO. "A successful peak season helped drive full year impressions growth of 11%, demonstrating higher utilization across our installed base and increased adoption of digital production for longer runs. We exited the year with approximately $25 million in Annualized Recurring Revenue from our All-Inclusive Click (AIC) program, and $15 million in AIC revenue for the full year, underscoring accelerating customer adoption. We are entering 2026 with a growing pipeline of opportunities, and better visibility for the year. We expect to unveil breakthrough innovations this year designed to expand our addressable markets, accelerate digital adoption, and enable our customers to capture new growth opportunities. Our priorities remain clear: driving incremental impressions from the screen market, expanding the AIC program, and $15 million in AIC revenue for the full year, underscoring accelerating customer adoption."
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Analyst Views on KRNT
Wall Street analysts forecast KRNT stock price to rise
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 15.710
Low
15.00
Averages
19.40
High
26.00
Current: 15.710
Low
15.00
Averages
19.40
High
26.00
About KRNT
Kornit Digital Ltd is an Israel-based global company that develops, manufactures and markets industrial digital printing technologies for the garment, apparel and textile industries. The Company focuses on enabling the mass customization of printed textile products. It provides complete high-speed digital printing solutions, fully integrated and fully in-house made, which include printing systems, inks and consumables, software, pallets and accessories, technical and application support and services. In 2020 The company acquired Custom Gateway, an innovative technology provider of cloud-based software workflow solutions for on-demand production business models.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Kornit Digital (KRNT) Q4 2025 Earnings Transcript
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Kornit Digital Q4 2025 Earnings Call Highlights
- Strong Financial Performance: Kornit Digital reported $58.9 million in revenue for Q4 2025, exceeding expectations, with full-year revenue reaching $208.2 million, demonstrating the company's ability to maintain stable cash flow and profitability during its transition.
- Significant ARR Growth: The company achieved approximately $25 million in annual recurring revenue (ARR) from its AIC program, with AIC revenue growing 104% year-over-year, providing strong visibility and stability for future revenue growth.
- Accelerated Strategic Transition: Management emphasized that the shift towards the AIC model will impact near-term revenue but is expected to enhance long-term predictability and profitability, with low single-digit revenue growth anticipated for 2026.
- Broad Market Opportunities: Kornit sees an opportunity for approximately 2 billion impressions in the digital footwear market, with management expressing confidence in future market potential and expected sustained growth through new technologies and customer expansion.
See More
Diodes Reports Strong Quarterly Earnings, Shares Surge
- Earnings Beat: Diodes reported an adjusted EPS of 34 cents, surpassing market expectations of 32 cents, indicating strong profitability that boosts investor confidence.
- Sales Growth: The company's quarterly sales reached $391.578 million, exceeding the anticipated $385.560 million, suggesting sustained demand for its products that could drive future revenue growth.
- Stock Surge: Diodes shares jumped 31.8% to $81.32 on Wednesday, reflecting a positive market reaction to its earnings report, which may attract more investor interest.
- Market Performance: U.S. stocks were slightly higher, with the Dow Jones gaining around 0.1% on Wednesday, indicating cautious optimism about the economic outlook that could provide a favorable environment for other companies.
See More
Kornit Digital Q4 Earnings Beat Expectations
- Earnings Highlights: Kornit Digital reported a Q4 non-GAAP EPS of $0.18, beating expectations by $0.06, indicating resilience in profitability despite a 3% year-over-year revenue decline to $58.9 million, which still surpassed market expectations by $740,000.
- Adjusted EBITDA Decline: The adjusted EBITDA for Q4 2025 was $5.5 million, significantly down from $8.4 million in Q4 2024, with the adjusted EBITDA margin decreasing from 13.8% to 9.3%, reflecting cost pressures and market challenges.
- Future Guidance: The company expects Q1 2026 revenues to range between $45 million and $49 million, below the consensus of $46.45 million, with an adjusted EBITDA margin projected between negative 10% and negative 4%, indicating challenges ahead.
- Strategic Initiatives: Kornit Digital announced a CFO transition and launched a $100 million share buyback program aimed at enhancing shareholder value and addressing market volatility, demonstrating the company's focus on financial stability during its transformation.
See More
Kornit Digital to Release Q4 and Full Year 2025 Financial Results on February 11
- Earnings Release Schedule: Kornit Digital will announce its Q4 and full year 2025 financial results on February 11, 2026, prior to market open, providing investors with critical performance metrics and future outlook.
- Conference Call Details: The company will host an earnings conference call at 8:30 AM ET on the same day to review financial results and operational insights, enhancing investor confidence in the company's future growth.
- Replay Information: Investors can access a replay of the conference call via the company's website or designated phone numbers, ensuring that those unable to participate live can still obtain important information, thereby increasing transparency.
- Global Market Leadership: Kornit Digital is a global leader in sustainable digital fashion and textile production technologies, serving customers in over 100 countries, showcasing its significant impact and innovative capabilities within the industry.
See More
Kornit Digital CFO Lauri Hanover Steps Down, Assaf Zipori to Take Over; Company Plans $100 Million Stock Buyback
CFO Transition: Kornit Digital's CFO Lauri Hanover has resigned for personal reasons, with Assaf Zipori appointed as her successor, effective mid-December 2025.
Stock Repurchase Authorization: The company has been authorized to repurchase up to $100 million of its common stock, adding to the $165 million already repurchased in 2023.
Market Performance: In pre-market trading, Kornit Digital's shares rose by 1.65%, reaching $12.91 on the Nasdaq.
Author's Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
See More
Kornit Digital (KRNT) Q4 2025 Earnings Transcript
See More
Kornit Digital Q4 2025 Earnings Call Highlights
- Strong Financial Performance: Kornit Digital reported $58.9 million in revenue for Q4 2025, exceeding expectations, with full-year revenue reaching $208.2 million, demonstrating the company's ability to maintain stable cash flow and profitability during its transition.
- Significant ARR Growth: The company achieved approximately $25 million in annual recurring revenue (ARR) from its AIC program, with AIC revenue growing 104% year-over-year, providing strong visibility and stability for future revenue growth.
- Accelerated Strategic Transition: Management emphasized that the shift towards the AIC model will impact near-term revenue but is expected to enhance long-term predictability and profitability, with low single-digit revenue growth anticipated for 2026.
- Broad Market Opportunities: Kornit sees an opportunity for approximately 2 billion impressions in the digital footwear market, with management expressing confidence in future market potential and expected sustained growth through new technologies and customer expansion.
See More
Diodes Reports Strong Quarterly Earnings, Shares Surge
- Earnings Beat: Diodes reported an adjusted EPS of 34 cents, surpassing market expectations of 32 cents, indicating strong profitability that boosts investor confidence.
- Sales Growth: The company's quarterly sales reached $391.578 million, exceeding the anticipated $385.560 million, suggesting sustained demand for its products that could drive future revenue growth.
- Stock Surge: Diodes shares jumped 31.8% to $81.32 on Wednesday, reflecting a positive market reaction to its earnings report, which may attract more investor interest.
- Market Performance: U.S. stocks were slightly higher, with the Dow Jones gaining around 0.1% on Wednesday, indicating cautious optimism about the economic outlook that could provide a favorable environment for other companies.
See More
Kornit Digital Q4 Earnings Beat Expectations
- Earnings Highlights: Kornit Digital reported a Q4 non-GAAP EPS of $0.18, beating expectations by $0.06, indicating resilience in profitability despite a 3% year-over-year revenue decline to $58.9 million, which still surpassed market expectations by $740,000.
- Adjusted EBITDA Decline: The adjusted EBITDA for Q4 2025 was $5.5 million, significantly down from $8.4 million in Q4 2024, with the adjusted EBITDA margin decreasing from 13.8% to 9.3%, reflecting cost pressures and market challenges.
- Future Guidance: The company expects Q1 2026 revenues to range between $45 million and $49 million, below the consensus of $46.45 million, with an adjusted EBITDA margin projected between negative 10% and negative 4%, indicating challenges ahead.
- Strategic Initiatives: Kornit Digital announced a CFO transition and launched a $100 million share buyback program aimed at enhancing shareholder value and addressing market volatility, demonstrating the company's focus on financial stability during its transformation.
See More
Kornit Digital to Release Q4 and Full Year 2025 Financial Results on February 11
- Earnings Release Schedule: Kornit Digital will announce its Q4 and full year 2025 financial results on February 11, 2026, prior to market open, providing investors with critical performance metrics and future outlook.
- Conference Call Details: The company will host an earnings conference call at 8:30 AM ET on the same day to review financial results and operational insights, enhancing investor confidence in the company's future growth.
- Replay Information: Investors can access a replay of the conference call via the company's website or designated phone numbers, ensuring that those unable to participate live can still obtain important information, thereby increasing transparency.
- Global Market Leadership: Kornit Digital is a global leader in sustainable digital fashion and textile production technologies, serving customers in over 100 countries, showcasing its significant impact and innovative capabilities within the industry.
See More
Kornit Digital CFO Lauri Hanover Steps Down, Assaf Zipori to Take Over; Company Plans $100 Million Stock Buyback
CFO Transition: Kornit Digital's CFO Lauri Hanover has resigned for personal reasons, with Assaf Zipori appointed as her successor, effective mid-December 2025.
Stock Repurchase Authorization: The company has been authorized to repurchase up to $100 million of its common stock, adding to the $165 million already repurchased in 2023.
Market Performance: In pre-market trading, Kornit Digital's shares rose by 1.65%, reaching $12.91 on the Nasdaq.
Author's Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
See More
