Financial Data and Key Metrics Changes - Revenue for the year ended December 31, 2025, was $5.6 million, down from $7.7 million in 2024, primarily due to the timing of customer equipment purchases [13] - Gross margin improved to approximately 55%, up from 46% in 2024, reflecting lower cost of sales and a reduction in inventory reserves [13] - Total operating expenses were $6.9 million, down approximately 10% from 2024, indicating disciplined cost management [14] - The net loss was $3.7 million or $0.19 per share, an improvement from a net loss of $4.5 million or $0.22 per share in 2024 [14] Business Line Data and Key Metrics Changes - The backlog of orders for support services increased by 16%, and BIT Solution orders rose by 24% in the first quarter of 2026 compared to the same period last year, indicating a growing recurring revenue trajectory [9][16] - The SteraMist Integrated System achieved its first commercial installation at a leading CDMO in June 2025, with four fully operational installations by year-end [4] - A signed purchase contract of $500,000 was secured in December 2025 for integration into sterile manufacturing [5] Market Data and Key Metrics Changes - The global ethylene oxide market was valued at $5.29 billion last year, with rising demand for sterilized medical consumables and improved healthcare infrastructure driving growth [10] - The FDA's late 2025 approval of hydrogen peroxide as a direct food additive is a significant regulatory moment, leading to engagement with major partners like Danone and Nestlé [7] Company Strategy and Development Direction - The company is focusing on execution, converting its pipeline into recognized revenue while advancing its technology platform [11] - A shift towards a recurring revenue model is emphasized, moving from episodic revenue to embedded revenue, which is expected to enhance customer dependency on the company's solutions [31][32] - The company is prioritizing open bid solution orders and annual service offerings to drive additional revenue and deeper product adoption [16] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that 2025 was a challenging year but expressed optimism about the future, highlighting a strong pipeline and operational momentum entering 2026 [4][10] - The management noted that customer deferrals of capital expenditures due to economic uncertainty are beginning to improve, with signs of customers moving forward with projects [56] - The company anticipates approximately $12 million in revenue for 2026, barring any unknowns, with a strong first quarter performance expected [29] Other Important Information - The company received approvals from the HSE and BPR submissions, strengthening its position in the UK and the Netherlands [9] - The company is preparing to introduce its IHP device to the U.S. market through the FDA 510(k) pre-market notification process [10] Q&A Session Summary Question: Insight into global opportunities - Management expects many EU states to follow suit with registrations, leveraging existing relationships and distributors [40] Question: Operating expenses outlook - Operating expenses are expected to grow as a percentage of revenue but not significantly, indicating leverage in cost management [42] Question: Improvement signs in customer CapEx projects - Management confirmed that there are signs of improvement, with customers beginning to move forward on deferred projects [56] Question: BIT Solution revenue comparisons - There was an increase in BIT Solution usage, with customers moving towards auto shipment and advanced purchasing [58] Question: Military applications for SteraMist - Management acknowledged the potential for military applications and indicated that they are exploring opportunities in that sector [71][75]

Financial Data and Key Metrics Changes - Revenue for the year ended December 31, 2025, was $5.6 million, down from $7.7 million in 2024, primarily due to the timing of customer equipment purchases [13] - Gross margin improved to approximately 55%, up from 46% in 2024, reflecting lower cost of sales and a reduction in inventory reserves [13] - Total operating expenses decreased by approximately 10% to $6.9 million from 2024 [14] - The net loss improved to $3.7 million or $0.19 per share, compared to a net loss of $4.5 million or $0.22 per share in 2024 [14] Business Line Data and Key Metrics Changes - The backlog of orders for support services increased by 16%, and BIT Solution orders rose by 24% in Q1 2026 compared to the same period last year, indicating a growing recurring revenue trajectory [10][16] - The SteraMist Integrated System achieved its first commercial installation at a leading CDMO in June 2025, with four fully operational installations by year-end [4] - A signed purchase contract of $500,000 was secured in December 2025 for integration into sterile manufacturing [5] Market Data and Key Metrics Changes - The FDA's late 2025 approval of hydrogen peroxide as a direct food additive is a significant regulatory moment, leading to engagements with major partners like Danone and Nestlé [8] - The global ethylene oxide market was valued at $5.29 billion last year, with rising demand for sterilized medical consumables driving growth [11] Company Strategy and Development Direction - The company is focusing on execution and converting its pipeline into recognized revenue while advancing its technology platform [12] - A shift towards a recurring revenue model is emphasized, moving from episodic revenue to embedded revenue, which is expected to enhance customer dependency on the company's solutions [32][33] - The company is prioritizing open bid solution orders and annual service offerings to drive additional revenue and deeper product adoption [16] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that 2025 was a challenging year but expressed optimism about the future, highlighting operational momentum and a growing customer base [4][11] - The management noted that customers are beginning to move forward with deferred capital expenditure projects, indicating signs of improvement in the economic environment [58] Other Important Information - The company received approvals from the HSE and BPR submissions, enhancing its recognition in the UK and the Netherlands [10] - The company is preparing to introduce its IHP device to the U.S. market through the FDA 510(k) pre-market notification process [11] Q&A Session Summary Question: Insights into global opportunities mentioned in the quarter - Management expects many EU states to follow suit with registrations, leveraging existing relationships and distributors [41] Question: Thoughts on operating expenses going forward - Operating expenses are expected to slightly decrease as a percentage of revenue growth, with leverage already in place [43] Question: Signs of improvement in customer CapEx projects - Management confirmed that they are seeing customers who deferred projects beginning to move forward [58] Question: Details on BIT Solution revenues for 2025 versus 2024 - There was an increase in BIT Solution usage, with customers moving towards auto shipment and advanced orders [62] Question: Potential military applications for SteraMist - Management acknowledged the idea and indicated they would explore opportunities with the military, particularly in light of recent health concerns [75]

Company Overview - TOMI Environmental Solutions, Inc. is a global company specializing in disinfection and decontamination solutions, focusing on indoor surface disinfection through its Binary Ionization Technology (BIT) platform [4][5] - The BIT solution utilizes a low percentage of Hydrogen Peroxide as its only active ingredient to produce a fog of ionized Hydrogen Peroxide (iHP), represented by the SteraMist brand [4] Upcoming Financial Results - TOMI will report its fourth quarter results for the period ended December 31, 2025, after the close of financial markets on March 31, 2026, and will hold a conference call at 4:30 p.m. ET on the same day [1] Participation Details - To participate in the earnings call, participants can dial (888) 506-0062 or (973) 528-0011 for international callers, providing the access code 903042 [2] - A replay of the teleconference will be available until April 7, 2026, accessible by dialing (877) 481-4010 or (919) 882-2331 for international callers [3]

Core Insights - TOMI Environmental Solutions, Inc. has received formal approval for its Binary Ionization Technology from the Dutch regulatory authority, marking a significant milestone in its European strategy [1][5] - The BIT Solution is now authorized as a PT2 disinfectant for professional indoor use in the Netherlands, targeting various sectors including healthcare and hospitality [2][5] - The approval under the EU's Biocidal Products Regulation allows for a streamlined mutual recognition process in other EU member states, potentially accelerating market entry across Europe [3] Product Authorization - The BIT Solution includes SteraMist room fogging and surface spraying equipment, approved for use against bacteria, yeasts, and mycobacteria [2] - The application for approval was initially submitted to the UK HSE in 2017 and transferred to the Dutch authority in 2020, with final approval granted on March 24, 2026 [2] Market Expansion - The approval is expected to facilitate mutual recognition in several countries, including Austria, Belgium, France, Germany, and others, enhancing TOMI's market presence [3] - The partnership with Ster-Pharma positions TOMI to quickly introduce SteraMist products into key sectors following the authorization [4] Strategic Importance - The COO of TOMI emphasized that this approval is a major milestone for the company's European strategy, with expectations for further approvals in additional EU member states [5] - The company is well-positioned to impact high-demand sectors such as laboratory, healthcare, and food services that have been awaiting registration [5] Company Overview - TOMI Environmental Solutions specializes in decontamination and infection prevention, utilizing its Binary Ionization Technology platform [6] - The BIT solution employs a low percentage of Hydrogen Peroxide to create a germ-killing aerosol, marketed under the SteraMist brand [6] - TOMI's products cater to a wide range of commercial structures, including hospitals, schools, and military facilities [7]

Core Insights - TOMI Environmental Solutions, Inc. has secured a partnership with a leading Mexican dairy manufacturer for ongoing SteraMist iHP services to enhance facility sanitation [1][2] Company Overview - TOMI is a global leader in disinfection and decontamination solutions, specializing in environmental solutions for indoor surface disinfection through its Binary Ionization Technology (BIT) platform [5][6] - The BIT solution utilizes a low percentage of Hydrogen Peroxide to create a fog of ionized Hydrogen Peroxide (iHP), which effectively kills germs [5] Industry Context - The Food Processing Market in Mexico is projected to grow from USD 3.16 billion in 2024 to USD 5.75 billion by 2033, reflecting a compound annual growth rate (CAGR) of 6.89% [4] Partnership Details - DisinfectCare, a service provider, will deploy the SteraMist Environment System daily, with an annual purchase of approximately USD 128,000 for BIT Solution [3] - The partnership allows for the potential integration of SteraMist Hybrid Systems into the dairy manufacturer's infrastructure to support comprehensive facility-wide disinfection [3] Efficacy and Testing - Efficacy studies conducted by DisinfectCare demonstrated significant reductions in key pathogens, including Staphylococcus aureus and Escherichia coli, with notable improvements in cheese preservation [2]

Core Insights - TOMI Environmental Solutions, Inc. is expanding into the food safety sector, achieving operational savings of up to 95% through its SteraMist ionized Hydrogen Peroxide (iHP) technology [1][5] - The financial implications of food safety are significant, with the average cost of a food recall nearing $10 million, prompting manufacturers to seek advanced sanitation solutions [2] Industry Trends - The food safety industry is transitioning from traditional chemical applications to advanced, science-driven solutions to combat pathogens like Salmonella, Listeria, and E. coli [1] - Leading manufacturers are increasingly adopting automated and repeatable sanitation processes to enhance safety and efficiency [2] Company Developments - A Consumer Packaged Goods (CPG) manufacturer has successfully integrated SteraMist iHP into its sanitation procedures, demonstrating the technology's effectiveness in hard-to-reach areas of manufacturing equipment [3] - The implementation of SteraMist led to a significant reduction in spoilage organisms, allowing the manufacturer to decrease environmental sampling frequency and cut annual testing costs from approximately $100,000 to $5,000, a 95% reduction [4] Strategic Vision - The CEO of TOMI emphasizes that the expansion into food safety is a critical milestone, aiming to set a new global standard for disinfection and fundamentally change the cost structure for food manufacturers [5] - The successful results have prompted the CPG manufacturer to introduce SteraMist to additional partner facilities, showcasing the technology's scalability and effectiveness [5]

Core Insights - TOMI Environmental Solutions, Inc. is expanding its presence in Canada through strategic placements of its SteraMist iHP technology in major healthcare and research facilities, indicating a growing adoption of advanced disinfection solutions in critical environments [1][2][4] Group 1: Company Expansion - The integration of SteraMist technology into Canada's largest health research organization marks a significant milestone for TOMI, enhancing biosafety standards in national health research [2] - Successful deployments of SteraMist technology have occurred at a prominent trauma center in Nova Scotia and a research university, showcasing its effectiveness in rapid-response scenarios [2][4] - TOMI's Canadian distribution partner has increased equipment inventory to support direct-to-customer sales, aligning with a pipeline of competitive bids for potential purchases in the current fiscal year [3] Group 2: Technology and Solutions - SteraMist iHP technology is positioned as the gold standard for pathogen control in regulated healthcare and research environments, reinforcing TOMI's commitment to advanced decontamination solutions [4] - The technology utilizes a low percentage of Hydrogen Peroxide to create a fog of ionized Hydrogen Peroxide (iHP), which effectively kills germs without being caustic [5] Group 3: Market and Industry Context - TOMI's products are designed for a wide range of commercial structures, including hospitals, schools, and military facilities, indicating a broad market application for its disinfection solutions [6] - The company is actively involved in developing training programs and application protocols, ensuring that clients are well-equipped to utilize its technology effectively [7]

Core Insights - TOMI Environmental Solutions, Inc. has formed a strategic partnership with Total Clean Air, designating TCA as its Preferred European Partner for SteraMist iHP decontamination technology [1][2] Company Overview - TOMI is a global leader in disinfection and decontamination solutions, utilizing its Binary Ionization Technology (BIT) platform to produce a germ-killing aerosol [6] - TCA specializes in cleanroom design, build, and validation, operating across pharmaceutical, life sciences, and healthcare sectors [9] Partnership Details - TCA will handle sales, service, and technical support for TOMI's SteraMist iHP across the UK and EU, addressing the growing demand for aseptic processing and high-level decontamination [2][3] - The UK infection control market is projected to exceed $6 billion by 2031, indicating significant growth potential for both companies [2] Market Dynamics - The UK sterility testing market is expected to grow at a 14% CAGR through 2035, driven by regulatory requirements and a shift towards rapid testing methods [3] - The partnership aims to enhance compliance with EU GMP Annex 1, providing in-region technical support and validation [3] Service Infrastructure - TCA will maintain consignment stock of SteraMist iHP equipment and consumables, offering annual calibration and routine inspections to ensure high-quality service [4] - A demonstration and trial program will be established at TCA's UK showroom, allowing hands-on evaluation of SteraMist equipment [5]

Core Viewpoint - TOMI Environmental Solutions, Inc. has received official authorization for its Binary Ionization Technology (BIT) solution and SteraMist iHP brand of disinfection equipment from the Health and Safety Executive (HSE) in Great Britain, marking a significant step for the company's expansion in the UK market [1][2]. Group 1: Product Approval and Market Expansion - The BIT solution is now approved as a biocidal product for use in Great Britain, including England, Scotland, and Wales, under Regulation 528/2012 GB, and also received separate approval for Northern Ireland under Regulation (EU) No. 528/2012 [1][2]. - This approval allows for the BIT solution to be used in room fogging and handheld direct spray applications as a microbial disinfectant across various sectors such as healthcare, industrial, commercial, hospitality, and institutional settings [2][3]. Group 2: Efficacy and Applications - The BIT solution has established efficacy claims in Great Britain, demonstrating effectiveness against bacteria, yeast, and viruses with specific contact times ranging from 5 to 15 minutes depending on the application method [4]. - SteraMist products utilize a low percentage of Hydrogen Peroxide to create a germ-killing aerosol, suitable for a wide range of applications including hospitals, schools, and military facilities [4][5]. Group 3: Company Background and Commitment - TOMI Environmental Solutions, Inc. is a global leader in decontamination and infection prevention, focusing on indoor surface disinfection through its BIT platform, which was developed under a defense grant in collaboration with DARPA [5][6]. - The company emphasizes its commitment to providing innovative solutions that meet rigorous compliance, safety, and efficacy standards, with optimism for further approvals in the European Union [3][5].

Core Insights - TOMI Environmental Solutions, Inc. has announced the sale of a Custom Engineered System (CES) to a pharmaceutical manufacturing organization in the UK, marking a significant step in its international growth strategy [1][5]. Group 1: Company Overview - TOMI Environmental Solutions, Inc. is a global leader in disinfection and decontamination solutions, utilizing its Binary Ionization Technology® (BIT™) platform to provide environmental solutions for indoor surface disinfection [7]. - The company's SteraMist® brand produces a germ-killing aerosol using a low percentage of Hydrogen Peroxide as its active ingredient, which is recognized for its effectiveness in various commercial structures [8]. Group 2: Partnership and Technology Integration - The CES being delivered is part of a bespoke, modular cleanroom platform designed by Total Clean Air Limited (TCA), integrating SteraMist iHP technology into TCA's cleanroom architecture, which is the first deployment of this technology within TCA's modular platform [2][4]. - This collaboration aims to create a scalable pathway for future system deployments, enhancing patient safety and operational confidence while ensuring compliance with regulatory frameworks [5][6]. Group 3: Regulatory Compliance and Market Position - TCA's modular solution aligns with UK MHRA and EMA expectations, embedding decontamination capabilities throughout the cleanroom lifecycle, which ensures long-term facility performance and operational resilience for pharmaceutical operators [3]. - The partnership reinforces TCA's position as a trusted cleanroom delivery partner, providing fully integrated solutions that span cleanroom design, containment, and validation [4].