Overview
Rodent birth control provider's 2025 revenue rose 20% to $2.2 mln on strong e-commerce growth
Gross profit margin improved to 62.5% from 54.1% due to higher-margin products, manufacturing gains
Company in Q4 began CEO transition and expanded internationally with new approvals in New Zealand and Belize
Outlook
Company expects direct Amazon management to enhance revenue and operating margins once fully integrated
SenesTech says current capital sufficient to fund operations through Q2 2027
Result Drivers
E-COMMERCE GROWTH - Co said 2025 revenue was driven by strong growth in e-commerce channels, including Amazon and direct-to-consumer website
AMAZON TRANSITION - Co said transition to direct management of Amazon sales temporarily reduced revenue by about $200,000 in 2025, but is expected to enhance future revenue and margins
HIGHER-MARGIN PRODUCTS - Co attributed improved gross profit margin to higher-margin Evolve product line and manufacturing improvements
Company press release: ID:nPn2SsHq1a
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Miss | $421,000 | $776,000 (1 Analyst) |
Q4 Net Income | Miss | -$1.80 mln | -$1.57 mln (1 Analyst) |
Q4 Income From Operations | Miss | -$1.88 mln | -$1.58 mln (1 Analyst) |
Q4 Basic EPS |
| -$0.35 |
|
Q4 Gross Profit |
| $233,000 |
|
Q4 Operating Expenses |
| $2.11 mln |
|
Analyst Coverage
The one available analyst rating on the shares is "buy"
The average consensus recommendation for the agricultural chemicals peer group is "buy"
Wall Street's median 12-month price target for Senestech Inc is $10.00, about 385.4% above its March 11 closing price of $2.06
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