Nanalysis Scientific Corp 2026年第二季度财报电话会议纪要

发布时间：2026-08-24 一、AI总结内容 一、核心要点 1. 2026年第二季度合并营收972.2万加元，同比增长1.5%；产品营收因终止第三方设备销售下滑，安保服务营收因机场安保维护相关项目增加增长2. 产品销售毛利率65%，同比提升4个百分点，安保服务毛利率12%，同比提升2个百分点，毛利率改善源于运营效率提升3. 第二季度调整后EBITDA大幅提升，净亏损66.6万加元，同比收窄145.6万加元，亏损收窄源于运营改善及税务抵免申请4. 核心技术产品（核磁共振谱仪等）的国际经销商网络（覆盖日本、英国、印度等）优化已显成效；直接销售团队重整，已开展有机业务，未来数月有望结果5. 重视技术创新投入，虽受加拿大、法国政府大量成本回收冲减财报相关支出，但仍保持高创新投入6. 与瑞士Quad Systems、美国Imris等公司在核磁共振、高场磁共振成像等领域有合作，正在推进授权与收入机会7. 董事会新增成员Berner Moss博士，曾任布鲁克Bruker BioSpin总裁，在磁共振行业经验丰富 二、业务展望 1. 各仪器厂商2026年上半年表现平淡，普遍预期下半年改善，公司有望受益于行业周期复苏及自身下半年订单回暖2. 2026年7-8月获大量优质新机会，新成本结构支撑营收增长时实现盈利3. 2024年第四季度财务数据可作为未来潜力参考，当时营收规模可观，当前成本结构更优且业务均为有机，增长自主性更强4. 明确不受美加贸易湍流涉及的关税影响，已通过美国法律团队及合作伙伴确认豁免 三、风险与关注 1. 2025年初美国预算停滞、不确定性波及全球，曾影响公司销售订单；2026年上半年上半年收入未达预期，部分大额项目未在6月30日前确认收入2. 仍需观察下半年复苏的实际成效，尤其是新销售团队及国际网络优化的贡献兑现情况 二、音频原文（转写） We have seen some the modest improvement in services business gross marchions year over a year but really you know.We haven't seen what i consider the sort of important part of the improvements associated with the great work that mark tomlinson is has done and and i expect to see um several emblematic criteria of how that business isgoing in in a great direction going forward so keep a look out for those typesof thingswith rega rds to our our core technology products our bestoffender mar spectrometers we've worked very hard to improve the management of our international dealer network in territories like japan and uk and and india and china and indonesia and we see a lot of good things there嗯already seeing thefruits of that with regards to the direct salesorganization for for our bench soft and marsh prometers we totally revamped it and in light ofsome of the.Acquisition related activity of thepast that it didn't work out so well but are organic efforts are are in fact looking very promising and we expect to see the fruit of that you know basically over their next coming coming monthsi've already seen.It's strength of that goingforward which of course is coupled with ongoinginnovation of our products and our products havebetter performance than they ever have before and were really excited about the um.The ongoingperformance of our of our products and and new products that will be launching that expand the the market for us and just as a as a side note with regards to our financial statements how you view innovation there and don't just look at thethe income.See that we continue to spend a substantial amount on technology innovation and willcontinue to do that it's just that we receive atremendous amount of of cost recovery monies from various governmentboth in canada and france that nets off against small number you see on theincome statement if you want five me or look inthe notes and you'll see we still spend a healthy amount on on innovation and we always willa tight correlation between our core technology products namely been stopped in our spectrometers and some of the other things we do in our technology business namely mriand high field and mmr activity which we do through partnerships as quad systems in in switzerland and also companies likeimris which is a private aqui clinical mri company in the united states which we work very clos ely with andvery proud of the activity that's going on in there in those areas and and you knowwe're working very hard on some really cool licensing opportunities and referring revenue opportunities with with those customers going forwardum just to touch on some macro issues so as an example.One of our new directors on our board drberner moss um.It's a very well known figure inin the and mr industry in fact was was the president of brooker biospin for many many years andand was an employee of of brooker for roughly twenty years and he saw that company go go from ina relatively small revenue to you know billiondollars in revenue overallgood morning everyonewelcome and thank you for joining the analysis scientific corps q two thousand and twenty sixthearnings call. I am jake boema and i are a consultant for analysis to day on the line discussinganalysis is q two six financial results and company highlights are the company's presidentc o founder shan kakowski and siopo heather curry following their remarks who will open up the call for an analyst q and a session before handing over the call to shan and heather please note thatinformation we present to day could contain forward looking information that is based on managements expectations estimates and projectionsplease consider the risk factors including those in the followings made by analysis on cedar wooden reviewing this information.Also all amounts discussed will be in canadian dollars unless otherwise noted with that i like to turn the call over to analysis cfo heaven currythank you jake and thank you to everyone joining us on the call to day for taking the time out of your day to allow us to share with you the progress we are making here in analysis.I will begin by walking throughthe financial results for the second quarter which end