ODYSNasdaqServices-Computer Integrated Systems DesignUS GAAP · USD

Odysight.ai Inc.

Odysight.ai Inc. develops vision-based imaging solutions that combine miniaturized cameras, AI, and machine learning for predictive maintenance and condition-based monitoring. The company serves aerospace, aviation, defense, medical, transportation, energy, and Industry 4.0 applications from its U.S. corporate base and international operating footprint.

Revenue3.0m USD
−23.9 %y/y
Operating profit (EBIT)-18.1m USD
−45.0 %y/y
EBIT margin-601.5%
−286.0 ppy/y
Net income-17.0m USD
−44.8 %y/y
Free cash flow-13.8m USD
−66.4 %y/y

Fiscal year 2025 · change from previous year

Development 2020–2025

-20-15-10-505m USD2020: 0.49 m USD2020: EBIT -4.7 m USD20202021: 0.39 m USD2021: EBIT -9.1 m USD20212022: 0.67 m USD2022: EBIT -9.4 m USD20222023: 3.0 m USD2023: EBIT -11 m USD20232024: 4.0 m USD2024: EBIT -13 m USD20242025: 3.0 m USD2025: EBIT -18 m USD20253.0-18
RevenueOperating profit (EBIT)

Business

Share of revenue
Vision-based platform solutions45 %

Camera and imaging systems used to inspect equipment and assets in operation.

Predictive maintenance systems30 %

Solutions that help customers detect faults early and plan maintenance before failure.

Condition-based monitoring systems20 %

Monitoring tools that track asset condition and support ongoing operational decisions.

Engineering and customization services5 %

Customer-specific integration, adaptation, and support for deployed systems.

Customers

Odysight.ai sells to government, defense, aviation, medical, and industrial customers that need in-situ visual inspection and monitoring of critical equipment. Reported customers include the Israeli Air Force, the Israeli Ministry of Defense, Safran Aircraft Engines, NASA, and a Fortune 500 medical company. The business is typically sold into specialized programs where reliability, integration, and long qualification cycles matter more than broad-volume distribution.

Defense and government

Israeli Air Force, Israeli Ministry of Defense, and other agencies buy PdM/CBM systems for critical platforms and R&D programs.

Aviation and aerospace

Aircraft and engine customers use the imaging platform to inspect and monitor components in service.

Medical devices and healthcare equipment

Medical customers buy miniaturized imaging solutions for specialized inspection and monitoring use cases.

Industrial and Industry 4.0 customers

Factories and industrial operators use the technology for smart maintenance and asset monitoring.

Energy and transportation

Operators in these sectors use the platform to monitor equipment where downtime is costly.

Strategy

Odysight.ai is focused on scaling its TruVision platform across aerospace, defense, medical, transportation, energy, and Industry 4.0 end markets. The company is prioritizing commercialization, customer expansion, and deeper penetration of government and defense programs while continuing product development and platform deployment.

Commercialize TruVision across target verticalsShort term

Broader adoption increases addressable market and reduces dependence on a few customers.

Deepen defense and government penetrationMedium term

These programs can create durable, high-value deployments once qualified.

Expand manufacturing and distribution scaleMedium term

Operational scale is needed to support more deployments and customer programs.

Geography

2025

Odysight.ai is incorporated in the United States, while significant operations and headquarters activity are in Israel. Its customer base spans Israel, France, the United States, and other international markets through defense, aviation, medical, and industrial programs. The company also manufactures current products outside the United States, which makes its supply chain and customer delivery footprint geographically dispersed.

United States62 %
Israel38 %

Share of the revenue the company reports by geography.

Risks

Odysight.ai depends on a limited number of customers and specialized programs, so revenue can be lumpy and sensitive to order timing. The company also faces supply-chain, tariff, and geopolitical exposure because products are manufactured outside the United States and significant operations are in Israel. As a development-stage technology business, it must continue funding R&D and commercialization before it can build a more diversified installed base.

Sorted by severity
U.S. tariffs on imported productsHigh

Finished products are manufactured outside the United States, so tariffs can raise landed cost and reduce demand.

ExposureMarginsPricingMarket share
Customer concentration and order timingHigh

A substantial portion of revenue comes from a limited number of customers, making results volatile.

Exposure: Revenue and backlog

Israel geopolitical and military instabilityHigh

Headquarters and significant operations are in Israel, creating operational and planning uncertainty.

ExposureOperationsCustomer programsExecution
Commercialization and adoption riskMedium

The company must convert technical validation into repeatable commercial deployments across multiple verticals.

ExposureRevenue growthBacklog conversion

Accounting

Judgemental items
Revenue recognition and contract accounting

Revenue can be affected by contract liabilities, fulfillment assets, and the timing of purchase orders.

Impact: Can materially shift revenue and gross profit between quarters

Inventory impairment

The company recorded an inventory impairment tied to customer-related product balances.

Impact: Reduces cost of revenues and gross profit

Customer-specific asset derecognition

Derecognition of fulfillment assets and contract liabilities can create one-time period effects.

Impact: Can distort underlying run-rate revenue and margin trends

Stock-based compensation and public-company expenses

These costs affect operating expense trends as the company scales as a public issuer.

Impact: Impacts operating loss and cash burn

Publicly listed companies with a comparable business focus.

Last updated: 24/09/2026

Odysight.ai Inc. (ODYS) Revenue, Earnings & Financials 2025 – Clarifo