<span item_type="fundamental" item_id="cc4de941c144ae1758be679cd7a3fda0" counter_id="ST/US/MSAI" env="prod"></span><span item_type="announcement" item_id="648019843408530433" env="prod"></span><p>Revenue: As of FY2026 Q1, the actual value is USD 1.614 M.</p><p>EPS: As of FY2026 Q1, the actual value is USD -1.23, beating the estimate of USD -1.6.</p><p>EBIT: As of FY2026 Q1, the actual value is USD -2.593 M.</p><p></p><h3>Financial Highlights for MultiSensor AI Holdings, Inc.</h3><h4>Revenue</h4><ul><li>Total revenue for the first quarter of 2026 was $1.6 million, an increase of $0.4 million or 38% compared to $1.2 million in the first quarter of 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li><li>Software revenue grew to $0.7 million in the first quarter of 2026, an increase of $0.4 million or 169% compared to $0.3 million in the first quarter of 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li></ul><h4>Gross Margin</h4><ul><li>Gross margin was 57% in the first quarter of 2026, a decrease of 2% compared to 59% for the first quarter of 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li></ul><h4>Net Loss</h4><ul><li>Net loss for the first quarter of 2026 was -$2.5 million, a decrease of $1.9 million or 44% compared to a net loss of -$4.4 million in the first quarter of 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li></ul><h4>Operating Expenses (Amounts in thousands)</h4><ul><li>Cost of goods sold was $700 in Q1 2026, up from $476 in Q1 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li><li>Selling, general and administrative expenses were $2,989 in Q1 2026, down from $4,139 in Q1 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li><li>Share-based compensation expense was $182 in Q1 2026, down from $907 in Q1 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li><li>Depreciation was $352 in Q1 2026, up from $280 in Q1 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li><li>Loss (gain) on asset disposal was -$15 in both Q1 2026 and Q1 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li><li>Total operating expenses were $3,508 in Q1 2026, down from $5,311 in Q1 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li></ul><h4>Operating Loss</h4><ul><li>Operating loss was -$2,594 in Q1 2026, an improvement from -$4,617 in Q1 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li></ul><h4>Cash Flow (Amounts in thousands)</h4><ul><li>Net cash used in operating activities was -$1,688 for Q1 2026, an improvement from -$3,176 for Q1 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li><li>Net cash used in investing activities was -$101 for Q1 2026, an improvement from -$420 for Q1 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li><li>Net cash used in financing activities was -$24 for Q1 2026, compared to net cash provided by financing activities of $3,985 for Q1 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li></ul><h4>Balance Sheet (Amounts in thousands)</h4><ul><li>Cash and cash equivalents were $22,552 as of March 31, 2026, down from $24,365 as of December 31, 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li><li>Total assets were $32,835 as of March 31, 2026, compared to $35,474 as of December 31, 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li><li>Total liabilities were $3,116 as of March 31, 2026, compared to $3,442 as of December 31, 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li><li>Total shareholders’ equity was $29,719 as of March 31, 2026, compared to $32,032 as of December 31, 2025.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></li></ul><h4>Operational Outlook</h4><p>MultiSensor AI Holdings, Inc. anticipates installations for additional projects focusing on rooftop solar infrastructure and distribution facilities throughout the remainder of fiscal year 2026.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span> The company is also actively discussing expanding existing data center deployments and pursuing new opportunities in other data center facilities, following positive initial customer feedback from pilot projects.<span class="superscript" item_id="0" item_type="announcement_file" value="1" url="https://www.sec.gov/Archives/edgar/data/1863990/000110465926060310/msai-20260513xex99d1.htm"></span></p>

MultiSensor AI | 8-K: FY2026 Q1 Revenue: USD 1.614 M