TOMI Environmental Solutions Inc (TOMZ)
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-09-04
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-09-04
QuarterlyIQ Insights · TOMZ
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Deliver at least $12 million in revenue for fiscal year 2026, driven by growth in equipment, consumables, and service contracts.
Stated as a priority in 3 quarters including 2026-Q1 and 2026-Q2 and reaffirmed mid-year. Revenue grew 118% year-over-year to $2.25 million in Q2 2026 from $1.03 million in Q2 2025, with sequential growth of 36% from Q1 2026. The company maintains guidance of at least $12 million for full-year 2026, showing delivery on accelerating revenue growth.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 58% for the rest of the cohort, n=6963).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Reaffirms Full-Year 2026 Revenue Guidance of at Least $12.0 Million”
“This $3.3 million in orders positions TOMI to potentially exceed $12 million in revenue for the 2026 fiscal year.”
Complete the proposed merger with Carbonium Core, including required financing and regulatory approvals.
Stated as a priority in 3 quarters including 2026-Q1 and 2026-Q2. The company executed a non-binding LOI in Q1 and signed a definitive merger agreement by Q2 with Carbonium Core, valued at $120 million. The merger requires a $10 million financing and regulatory approvals. The company is actively advancing the transaction, showing delivery on merger progress.
“Definitive Merger Agreement Signed with Carbonium Core”
“Executed a non-binding letter of intent to merge with Carbonium Core”
Expand recurring revenue streams by increasing sales of high-margin BIT Solution consumables and applicators.
Stated as a priority in 3 quarters including 2026-Q1 and 2026-Q2. BIT Solution sales grew 21% from 2024 to 2025 and continued strong in Q1 2026 with $427,000 in sales. Applicator sales surged 139% year-over-year in Q1 2026, and mid-year BIT consumable sales exceeded $700,000 in 2026, indicating delivery on recurring revenue growth.
“Mid-year BIT Solution consumable sales exceeded $700,000, continuing to build a high-margin recurring revenue stream.”
“BIT Solution sales and orders totaled approximately $427,000 in Q1 2026.”
Grow international market presence by securing regulatory approvals and expanding partnerships in Europe, Canada, and other regions.
Stated as a priority in 3 quarters including 2026-Q1 and 2026-Q2. The company expanded biocidal product registrations to 11 European countries by Q2 2026 and secured UK regulatory authorization in Q1 2026. Canadian operations expanded with increased equipment inventory. These developments show delivery on international regulatory and partnership expansion.
“Biocidal product registrations now span 11 European countries.”
“UK Health and Safety Executive granted official regulatory authorization for BIT Solution and SteraMist iHP products.”
Sustain overhead discipline to reduce operating expenses while investing in core business development.
Stated as a priority in 2 quarters including 2026-Q1 and 2026-Q2. Operating expenses declined 15% in Q1 2026 to $1.46 million from $1.71 million in Q1 2025, and fell 10% year-over-year in Q2 2026 to $1.63 million from $1.81 million in Q2 2025. Management has maintained disciplined overhead control, showing delivery on cost management.
“Total operating expenses for Q2 2026 declined 10% year-over-year to $1,629,448.”
“Total operating expenses declined 15% to $1,458,000 versus Q1 2025.”
Over the trailing year it converted 0.67x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated volatile grew net income 58% of the time over the next year (vs 57% for the rest of the cohort, n=2592).
Not investment advice. As of 2026-09-04.