TYGOHIGH SIGNALFINANCIAL10-K

TYGO achieved a dramatic turnaround with revenue nearly doubling and the company moving from significant losses to near breakeven while generating positive operating cash flow.

This represents a fundamental transformation in TYGO's financial performance, with the company successfully scaling operations while dramatically improving profitability metrics. The shift from -$62.7M to -$1.9M net loss combined with positive operating cash flow generation suggests the business model is gaining traction and approaching sustainable profitability.

Comparing 2026-03-19 vs 2025-03-20View on EDGAR →
FINANCIAL ANALYSIS

TYGO delivered exceptional financial improvement across nearly all metrics, with revenue growing 91.7% to $103.5M while gross profit swung from negative $4.2M to positive $44.4M, indicating successful operational scaling and margin expansion. The company achieved a remarkable turnaround in cash generation, moving from -$12.4M to +$10.3M in operating cash flow while reducing capital expenditures by half, demonstrating improved capital efficiency. Despite higher interest expense of $8.1M (likely from growth financing), the overall financial picture shows a company that has successfully transitioned from a loss-making startup phase to a near-profitable, cash-generating business with strengthened equity position.

FINANCIAL STATEMENT CHANGES
Gross Profit
P&L
+1167.2%
-$4.2M$44.4M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Interest Expense
P&L
+443.2%
$1.5M$8.1M

Interest expense surged 443.2% — significant debt increase or rising rates materially impacting earnings.

Stockholders Equity
Balance Sheet
+229.4%
$8.4M$27.6M

Equity base grew 229.4% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Operating Cash Flow
Cash Flow
+183.4%
-$12.4M$10.3M

Operating cash flow surged 183.4% — exceptional cash generation, highest quality earnings signal.

Current Liabilities
Balance Sheet
+126.6%
$17.1M$38.8M

Current liabilities surged 126.6% — significant near-term obligations; verify ability to meet short-term debt.

Net Income
P&L
+97%
-$62.7M-$1.9M

Net income grew 97% — bottom-line growth signals improving overall business health.

Revenue
P&L
+91.7%
$54.0M$103.5M

Strong top-line growth of 91.7% — accelerating demand or successful expansion into new markets.

Operating Income
P&L
+91.3%
-$52.0M-$4.5M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Accounts Receivable
Balance Sheet
+74.2%
$8.0M$13.9M

Receivables surged 74.2% — revenue recognized but not yet collected; watch for collection issues or channel stuffing.

Capital Expenditure
Cash Flow
-50.1%
$1.3M$642K

Capex reduced 50.1% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

LANGUAGE CHANGES
NEW — 2026-03-19
PRIOR — 2025-03-20
ADDED
The solar industry has historically been cyclical and experienced periodic downturns.
Risks Related to Legal, Compliance and Regulations Our business could be harmed by a reduction, elimination, expiration, or material modification of government subsidies and economic incentives for on-grid solar electricity applications.
i Projects using our products may not satisfy evolving domestic content and FEOC requirements associated with certain clean energy incentives.
Our primary focus has been on MLPEs, which are devices that reside under the solar panel that increase energy production, enhance safety, and lower operating costs for the system owner.
We offer our products worldwide, which allows us to capitalize on key markets in Asia, the Americas, and Europe, the Middle East and Africa ( EMEA ).
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REMOVED
EXPLANATORY NOTE Unless the context indicates otherwise, references to the Company, we, us and our refer to Tigo Energy, Inc.
(formerly known as Roth CH Acquisition IV Co.), a Delaware corporation, and its consolidated subsidiaries following the Business Combination (defined below).
prior to the Business Combination and references to Legacy Tigo refer to Tigo Energy, Inc.
ROCG was originally formed as a Delaware corporation in February of 2019 for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization, or other similar business combination with one or more businesses.
On August 10, 2021, ROCG consummated its initial public offering (the IPO ), following which its securities began trading on the Nasdaq Capital Market ( Nasdaq ).
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