DUOS TECHNOLOGIES GROUP, INC. 8K

Duos Technologies Group, Inc. reported Q2 2026 results showing completion of its rail divestiture and APR stake monetization, a pivot to an AI infrastructure/data center model with major multi‑year Axe Compute colocation and JV deals totaling over 65 MW and $600 million in contracted revenue, a sharp swing to profitability and positive EBITDA, and reaffirmed 2026 guidance with a strong 2027 growth framework.

Duos Technologies Group, Inc. used its August 17, 2026 second quarter 2026 earnings call to announce that it has completed the August 5, 2026 sale of its legacy rail business (Duos Technologies, Inc.), crystallized a ~$60 million value from its 5% stake in New APR Energy (with $50.4 million cash received and a $10 million 12‑month holdback receivable), and fully repositioned itself as a pure‑play edge data center and AI infrastructure company. Management highlighted a transformative five‑year colocation agreement with Axe Compute, Inc. for 10 MW at the Columbus, Georgia campus worth over $111 million, followed by new related service orders for an additional 55 MW of AI data center capacity across multiple U.S. locations under a joint‑ownership SPV structure expected to generate more than $500 million in base payments and include up to $140 million of cash equity from Axe. The company reported materially improved financials driven by a structural shift toward higher‑margin technology solutions and infrastructure services, including a $53.2 million gain on the APR stake, net income from continuing operations of $48.7 million in Q2 2026, positive adjusted EBITDA of about $0.5 million, and a strengthened balance sheet with $112.3 million in cash and minimal debt. Duos reaffirmed 2026 revenue guidance of more than $50 million, laid out an annualized recurring infrastructure revenue exit run rate above $70 million by Q4 2026, and provided an early 2027 framework of at least $160 million in revenue, underpinned by contracted GPU‑as‑a‑Service, colocation, and technology solutions growth.

Filing Facts

CIK

1396536

Ticker

-

Form

8K

Source Type

sec

Accession

0001079973-26-001150

Alert Tier

8