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INTRUSION INC Q2 FY26 Results

INTZQ2 FY26 Results
Filing
MetricValue ($ M)Q1 FY26Q2 FY25
Revenue1.4562.9%22.5%
Total Income1.4562.9%22.5%
Expenditure3.9511.4%0.3%
PBT—
Net Profit-2.5927.3%27.0%
OPM—
NPM—
EPS-0.1327.8%30.0%
View full financials

Intrusion Inc. Reports Q2 2026 Results with 64% Sequential Revenue Growth

12 Aug 2026 · 12 Aug, 1:43 am

Summary

Intrusion Inc. reported second quarter 2026 revenue of $1.5 million, marking a significant 64% increase sequentially, though down 22% year-over-year, impacted by delays in a key government contract. The company completed the acquisition of VigilAigent, which is expected to add approximately $3.5 million in annual recurring revenue and identified over $3 million in potential cost synergies. Management expressed confidence in a steady improvement in financial results for the second half of fiscal 2026, with a continued focus on expanding the sales pipeline and transitioning to profitability in fiscal year 2027.

Key Highlights

  1. 1

    Intrusion Inc. achieved sequential revenue growth of 64% during the second quarter of 2026.

  2. 2

    The company completed the acquisition of VigilAigent, adding approximately $3.5 million in annual recurring revenue from multi-year contracts.

  3. 3

    A $4 million annual contract was signed to deliver cyber threat intelligence and critical infrastructure protection to the state of Texas.

  4. 4

    Identified more than $3 million of potential annualized operating cost synergies from the VigilAigent acquisition integration.

  5. 5

    Revenue for the second quarter of 2026 was $1.5 million, a decrease of 22% compared to the prior year period.

  6. 6

    The gross profit margin was 66% for the second quarter of 2026, compared to 74% in the first quarter of 2026.

  7. 7

    Net loss for the second quarter of 2026 was $2.6 million, or $(0.13) per share.

Management Comments

T

Tony Scott

The second quarter was a pivotal one for Intrusion. We returned to sequential revenue growth and restored the revenue run rate achieved prior to the funding delay associated with the Department of War contract. We also made significant progress in positioning our business for future growth, as demonstrated by our recent acquisition of VigilAigent. The addition of VigilAigent will be immediately accretive to our top line results by adding approximately $3.5 million of annual recurring revenue over the upcoming quarters from a diversified base of multi-year customer contracts. We believe that integrating VigilAigent's technology with Intrusion's will create a unified platform that expands our ability to serve larger enterprise customers, strengthens our competitive position, and drives strategic customer acquisition and long-term organic growth. As we look toward the second half of fiscal 2026, we are confident that we will begin to see a steady improvement in our financial results. The quality and visibility of our revenue has already improved, and we expect this trend to continue as we further expand our sales pipeline. This gives us great confidence that we remain on track to transition Intrusion to profitability in fiscal year 2027 and create value for our shareholders.

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