Capstone Q2 Revenue Surges 67% to $21.5M, Stone Business EBITDA Turns Positive, FY2026 Guidance Reaffirmed
CAPS is trading near its 52-week low of $0.228 (12% above the low) on light trading volume (0.2× avg).
Summary
Capstone reported Q2 2026 revenue of $21.5M (+67% YoY) and Stone Business Adjusted EBITDA of $2.0M, turning positive as guided. FY2026 guidance was reaffirmed, with the company entering its peak selling season with expanded product lines and a new location opening August 17.
Key Events · Earnings and Guidance · CAPS
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Q2 Revenue +67%, Gross Profit +92%
Revenue reached $21.5M, gross profit $6.0M, and gross margin expanded 357 bps to 27.9%, driven by scale, product mix, and efficiencies.
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Stone Business EBITDA Turns Positive
Stone Business Adjusted EBITDA hit $2.0M (9.4% margin), a $2.9M sequential improvement from Q1, delivering the guided inflection.
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FY2026 Guidance Reaffirmed
Management reaffirmed full-year guidance of $72.1M revenue, $18.7M gross profit, and ~$3.8M Stone Business Adjusted EBITDA.
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New Location Opens August 17
The ninth location, serving Wilmington and Myrtle Beach, opens with five customers pre-signed, combining distribution and installation.
Analysis · CAPS · Trade & Services
Capstone delivered a strong Q2 with revenue up 67% to $21.5M and gross profit up 92% to $6.0M, driving Stone Business Adjusted EBITDA to $2.0M — the positive inflection management guided for. Gross margin expanded 357 bps to 27.9%, reflecting scale and mix shift toward higher-margin owned brands. The company reaffirmed full-year guidance of $72.1M revenue and $3.8M Stone Business Adjusted EBITDA, signaling confidence in the peak selling season ahead. This operational momentum is critical for a micro-cap company that recently resolved going-concern doubts and faces Nasdaq compliance pressure — the improving fundamentals directly support its path to sustained profitability and potential compliance with the $1 minimum bid price requirement.
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At the time of this filing, CAPS was trading at $0.26 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $4.8M. The 52-week trading range was $0.23 to $2.07. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.