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ConnectM Technology Solutions, Inc. ( ConnectM or the Company ) is a constellation of technology-driven businesses powering the modern energy economy. The Company s mission is to reshape how energy is used in homes, businesses, transportation, infrastructure, and logistics to create a higher quality of life, lower costs, and help reverse climate change for a more sustainable future.
The business is unprofitable at the operating level (-35.12% margin). The thesis depends entirely on whether and when it reaches sustainable profitability.
Revenue up 58.2% YoY with margins expanding 16.1pp.
ROIC dropped from -191.48% to -213.58%, capital efficiency is deteriorating. Negative free cash flow of -$10M. The business is consuming cash, not generating it.
Profitability & Returns
Revenue (TTM)
$35M
▲ +58.2% YoY
Net Income (TTM)
-$16M
▲ +28.0% YoY
Op. Margin
-35.80%
▲ +16.1pp YoY
ROIC
-3057.45%
▼ -22.1pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-$10M
▼ -63.6% YoY
Op. Cash Flow (TTM)
-$10M
▼ -64.3% YoY
Net Debt
-$2M
Net Cash Position
Cash & Equiv.
$2M
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