Senstar (SNT) Q3 2026 Earnings Call Transcript

Senstar (SNT) posted record Q3 2026 revenue of $13.1 million, up 37% year-over-year, with growth across every geographic region and core vertical.

The standout detail for traders: LiDAR sales from the Blickfeld acquisition now account for 20% of total sales and doubled from a year earlier. That makes the acquired business a meaningful driver of the top line rather than a side contributor.

Profitability moved in step with revenue. Adjusted EBITDA reached $2.1 million, up 55%, outpacing the 37% revenue gain. Net income came in at $1.5 million, or $0.07 per share. Management delivered those results despite integration costs tied to the acquisition.

Interpretation: EBITDA growth running well ahead of revenue growth suggests operating leverage, and the profit figures show the company absorbing integration expenses without margin damage. Whether that holds as LiDAR's share of sales climbs beyond 20% is the open question, since the source does not detail LiDAR margins.