GMRS GMR Solutions Inc.

NEUTRAL Impact: 5/10 8-K
Horizon weeks Filed Jun 1, 2026 Processed 4d ago SEC 0001104659-26-068983
8-K Item 2.02: Earnings release

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Executive Summary

GMR Solutions reported Q1 2026 net revenue of $1,457.6M (+6.6% YoY), net income of $106.3M (+179.7% YoY), and Adjusted EBITDA of $305.1M (+9.7% YoY). The company established full-year 2026 guidance for net revenue of $5.89B-$6.18B and Adjusted EBITDA of $1.135B-$1.195B. No consensus estimates were available for comparison, limiting surprise assessment.

Key Financial Metrics

Guidance
$5.89B-$6.18B
initiated

Actionable Insight

Monitor the Q2 2026 earnings call for same-market revenue growth trajectory and margin trends, as the deceleration from 14.9% to 7.9% in same-market growth warrants attention. The preferred stock redemption reduces future dividend obligations but consumed $250M of cash.

Key Facts

  • Q1 2026 net revenue $1,457.6M, up 6.6% from $1,367.4M in Q1 2025
  • Net income $106.3M, up 179.7% from $38.0M in Q1 2025
  • Adjusted EBITDA $305.1M, up 9.7% from $278.1M in Q1 2025
  • Full-year 2026 guidance: net revenue $5.89B-$6.18B, Adjusted EBITDA $1.135B-$1.195B
  • Redeemed 189,050 shares of Preferred Stock for ~$250.0M on March 6, 2026
  • Liquidity >$1.1B: $426.1M cash + $691.6M ABL availability
  • Same-market revenue growth decelerated to 7.9% from 14.9% in prior year
  • Total ambulance transports declined slightly to 1,042,152 from 1,052,497

Financial Impact

Revenue growth of 6.6% YoY and net income growth of 179.7% YoY, with full-year guidance implying ~6-11% revenue growth

revenuenet incomeadjusted EBITDAguidance

Risk Factors

  • Same-market revenue growth decelerated sharply to 7.9% from 14.9%
  • Operating cash flow declined to $128.7M from $189.3M in Q1 2025
  • Accounts receivable increased $64.8M, pressuring working capital
  • Cash balance dropped $183.2M from year-end 2025 due to preferred stock redemption

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-068983
Document: gmrs-20260601x8k.htm0001104659-26-068983
Document: 0001104659-26-068983-index-headers.html0001104659-26-068983
Document: 0001104659-26-068983-index.html0001104659-26-068983
Document: 0001104659-26-068983.txt0001104659-26-068983
8-K Data (Synthetic)0001104659-26-068983
10 reports for GMRS
Performance horizon
Filters
Rows
Reports for GMRS — sortable, filterable
Type Now
Jun 1, 2026
4d ago
8-K
NEUTRAL ★ 5/10
awaiting T+5
May 18, 2026
18d ago
8-K
BULLISH ★ 7/10
awaiting T+5
May 14, 2026
22d ago
424B4
MIXED ★ 7/10
$13.85 $11.25▼ −18.77%▼ −18.05%$10.90 (−21.30%)
May 13, 2026
22d ago
3
NEUTRAL ★ 2/10
$13.85 $11.25▼ −18.77%▼ −18.05%$10.90 (−21.30%)
May 13, 2026
23d ago
3
NEUTRAL ★ 2/10
$13.85 $11.25▼ −18.77%▼ −18.05%$10.90 (−21.30%)
May 13, 2026
23d ago
3
NEUTRAL ★ 2/10
$13.85 $11.25▼ −18.77%▼ −18.05%$10.90 (−21.30%)
May 13, 2026
23d ago
3
NEUTRAL ★ 2/10
$13.85 $11.25▼ −18.77%▼ −18.05%$10.90 (−21.30%)
May 13, 2026
23d ago
3
NEUTRAL ★ 1/10
$13.85 $11.25▼ −18.77%▼ −18.05%$10.90 (−21.30%)
May 13, 2026
23d ago
EFFECT
NEUTRAL ★ 6/10
awaiting T+5
May 8, 2026
27d ago
S-1/A
NEUTRAL ★ 6/10
awaiting T+5
Showing 10 of 10

US Market Status

Market Closed — Opens Mon (64h 22m)

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