EdgarLookup

Charlie's Holdings, Inc. — Financial Data

Annual figures from SEC EDGAR XBRL filings (10-K)

These figures are extracted directly from XBRL-tagged financial statements that Charlie's Holdings, Inc. filed with the SEC as part of its annual 10-K reports. XBRL (eXtensible Business Reporting Language) is a structured data format the SEC requires for machine-readable financial disclosures. Values shown are as reported — negative figures indicate a loss and are shown in red.

Overview All Filings Annual Quarterly Insiders
27.7%
Profit Margin
Net income ÷ revenue
38.9%
Return on Assets
Net income ÷ assets
2.38x
Debt-to-Equity
Total liabilities ÷ equity
-38.5%
Revenue Growth
Year over year

Revenue

Total revenue from all business activities — the top line of the income statement. Represents all money earned before any expenses are deducted.

Fiscal Year Period End Value Filed
FY2023 Dec 31, 2023 $16.25M Apr 15, 2024
FY2023 Dec 31, 2022 $26.42M Apr 15, 2024
FY2020 Dec 31, 2020 $16.69M Apr 5, 2021
FY2020 Dec 31, 2019 $22.74M Apr 5, 2021
FY2019 Dec 31, 2018 $20.84M Apr 14, 2020
FY2018 Dec 31, 2017 $3.82M Apr 1, 2019

Revenue (Net Sales)

Net sales revenue — gross revenue less returns, allowances, and discounts. Used by many manufacturers and retailers as the primary top-line figure.

Fiscal Year Period End Value Filed
FY2017 Dec 31, 2017 $3.82M Jun 26, 2018
FY2017 Dec 31, 2016 $2.58M Jun 26, 2018
FY2016 Dec 31, 2015 $6.12M Mar 31, 2017
FY2015 Dec 31, 2014 $4.69M Mar 24, 2016
FY2014 Dec 31, 2013 $2.65M Apr 2, 2015
FY2013 Dec 31, 2012 $1.02M Mar 31, 2014
FY2011 Dec 31, 2011 $1.27M Apr 6, 2012
FY2011 Dec 31, 2010 $2.27M Apr 6, 2012

Gross Profit

Revenue minus the cost of goods sold (COGS). Gross profit shows how much revenue remains to cover operating expenses, R&D, and administrative costs before calculating operating income.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $5.66M Apr 1, 2026
FY2025 Dec 31, 2024 $2.88M Apr 1, 2026
FY2018 Dec 31, 2018 $718.6K Apr 1, 2019
FY2018 Dec 31, 2017 $771.2K Apr 1, 2019
FY2017 Dec 31, 2016 $321.9K Jun 26, 2018
FY2016 Dec 31, 2015 ($161.0K) Mar 31, 2017
FY2015 Dec 31, 2014 $291.7K Mar 24, 2016
FY2014 Dec 31, 2013 $521.8K Apr 2, 2015
FY2013 Dec 31, 2012 $272.4K Mar 31, 2014
FY2011 Dec 31, 2011 $567.6K Apr 6, 2012

Net Income

The bottom-line profit — what remains after all operating expenses, interest, taxes, and other costs are deducted. A negative value means the company reported a net loss for the year.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $4.50M Apr 1, 2026
FY2025 Dec 31, 2024 ($4.16M) Apr 1, 2026
FY2024 Dec 31, 2023 ($2.09M) May 29, 2025
FY2023 Dec 31, 2022 ($1.59M) Apr 15, 2024
FY2022 Dec 31, 2021 $4.81M Apr 17, 2023
FY2021 Dec 31, 2020 ($7.19M) Apr 12, 2022
FY2020 Dec 31, 2019 ($2.15M) Apr 5, 2021
FY2019 Dec 31, 2018 $7.20M Apr 14, 2020
FY2018 Dec 31, 2017 ($12.45M) Apr 1, 2019
FY2017 Dec 31, 2016 ($5.45M) Jun 26, 2018

Operating Income

Profit from core business operations before interest expense and income taxes (also known as EBIT). Excludes non-operating items, making it a cleaner measure of operational efficiency than net income.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 ($2.17M) Apr 1, 2026
FY2025 Dec 31, 2024 ($3.30M) Apr 1, 2026
FY2024 Dec 31, 2023 ($2.20M) May 29, 2025
FY2023 Dec 31, 2022 ($1.81M) Apr 15, 2024
FY2022 Dec 31, 2021 $565.0K Apr 17, 2023
FY2021 Dec 31, 2020 ($6.77M) Apr 12, 2022
FY2020 Dec 31, 2019 ($5.76M) Apr 5, 2021
FY2019 Dec 31, 2018 $7.20M Apr 14, 2020
FY2018 Dec 31, 2017 ($14.44M) Apr 1, 2019
FY2017 Dec 31, 2016 ($8.29M) Jun 26, 2018

R&D Expense

Spending on research and development activities — developing new products, improving existing ones, or conducting basic research. High R&D relative to revenue is common in technology and pharmaceutical companies.

Fiscal Year Period End Value Filed
FY2023 Dec 31, 2023 $169.0K Apr 15, 2024
FY2023 Dec 31, 2022 $804.0K Apr 15, 2024
FY2022 Dec 31, 2021 $24.0K Apr 17, 2023
FY2021 Dec 31, 2020 $3.38M Apr 12, 2022
FY2020 Dec 31, 2019 $1.10M Apr 5, 2021
FY2019 Dec 31, 2018 $0 Apr 14, 2020
FY2011 Dec 31, 2011 $290 Apr 6, 2012
FY2011 Dec 31, 2010 $13.3K Apr 6, 2012

Operating Cash Flow

Cash generated from core business operations — a more reliable measure of financial health than net income because it strips out non-cash items like depreciation and one-time charges.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 ($5.78M) Apr 1, 2026
FY2025 Dec 31, 2024 ($1.62M) Apr 1, 2026
FY2024 Dec 31, 2023 ($783.0K) May 29, 2025
FY2023 Dec 31, 2022 ($1.72M) Apr 15, 2024
FY2022 Dec 31, 2021 ($1.35M) Apr 17, 2023
FY2021 Dec 31, 2020 ($3.27M) Apr 12, 2022
FY2020 Dec 31, 2019 ($2.04M) Apr 5, 2021
FY2019 Dec 31, 2018 $7.62M Apr 14, 2020
FY2018 Dec 31, 2017 ($6.43M) Apr 1, 2019
FY2017 Dec 31, 2016 ($5.67M) Jun 26, 2018

Capital Expenditures (Capex)

Cash spent on acquiring or upgrading physical assets — property, equipment, and infrastructure. High capex businesses include manufacturing, telecom, and energy companies.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $23.0K Apr 1, 2026
FY2025 Dec 31, 2024 $0 Apr 1, 2026
FY2023 Dec 31, 2023 $0 Apr 15, 2024
FY2023 Dec 31, 2022 $189.0K Apr 15, 2024
FY2022 Dec 31, 2021 $110.0K Apr 17, 2023
FY2021 Dec 31, 2020 $169.0K Apr 12, 2022
FY2020 Dec 31, 2019 $571.0K Apr 5, 2021
FY2019 Dec 31, 2018 $16.0K Apr 14, 2020
FY2017 Dec 31, 2017 $0 Jun 26, 2018
FY2017 Dec 31, 2016 $11.8K Jun 26, 2018

Total Assets

The total value of everything the company owns or controls — cash, investments, receivables, property, equipment, and intangibles. Reported as of fiscal year end.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $11.56M Apr 1, 2026
FY2025 Dec 31, 2024 $3.95M Apr 1, 2026
FY2024 Dec 31, 2023 $5.77M May 29, 2025
FY2023 Dec 31, 2022 $7.06M Apr 15, 2024
FY2022 Dec 31, 2021 $9.25M Apr 17, 2023
FY2021 Dec 31, 2020 $6.53M Apr 12, 2022
FY2020 Dec 31, 2019 $7.85M Apr 5, 2021
FY2019 Dec 31, 2018 $2.19M Apr 14, 2020
FY2018 Dec 31, 2017 $4.87M Apr 1, 2019
FY2017 Dec 31, 2016 $4.94M Jun 26, 2018

Total Liabilities

All financial obligations owed to outside parties — including debt, accounts payable, accrued expenses, and deferred revenue. Subtracting liabilities from total assets gives stockholders' equity.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $8.14M Apr 1, 2026
FY2025 Dec 31, 2024 $5.73M Apr 1, 2026
FY2024 Dec 31, 2023 $5.88M May 29, 2025
FY2023 Dec 31, 2022 $5.36M Apr 15, 2024
FY2022 Dec 31, 2021 $6.12M Apr 17, 2023
FY2021 Dec 31, 2020 $12.52M Apr 12, 2022
FY2020 Dec 31, 2019 $8.40M Apr 5, 2021
FY2019 Dec 31, 2018 $1.40M Apr 14, 2020
FY2018 Dec 31, 2017 $10.26M Apr 1, 2019
FY2017 Dec 31, 2016 $7.16M Jun 26, 2018

Stockholders Equity

The net worth attributable to shareholders: total assets minus total liabilities. Also called book value. Can be negative if liabilities exceed assets, which is common in capital-intensive industries.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 $3.42M Apr 1, 2026
FY2025 Dec 31, 2024 ($1.78M) Apr 1, 2026
FY2025 Dec 31, 2023 ($107.0K) Apr 1, 2026
FY2024 Dec 31, 2022 $1.70M May 29, 2025
FY2023 Dec 31, 2021 $3.13M Apr 15, 2024
FY2022 Dec 31, 2020 ($6.00M) Apr 17, 2023
FY2021 Dec 31, 2019 ($547.0K) Apr 12, 2022
FY2020 Dec 31, 2018 $791.0K Apr 5, 2021
FY2019 Dec 31, 2017 $1.54M Apr 14, 2020
FY2018 Dec 31, 2016 ($2.22M) Apr 1, 2019

Goodwill

An intangible asset representing the premium paid above fair value when acquiring another company. A large goodwill balance signals a history of acquisitions at premium prices.

Fiscal Year Period End Value Filed
FY2018 Dec 31, 2018 $1.58M Apr 1, 2019
FY2018 Dec 31, 2017 $3.47M Apr 1, 2019
FY2017 Dec 31, 2016 $3.47M Jun 26, 2018
FY2016 Dec 31, 2015 $3.47M Mar 31, 2017
FY2015 Dec 31, 2014 $3.47M Mar 24, 2016
FY2014 Dec 31, 2013 $3.47M Apr 2, 2015
FY2013 Dec 31, 2012 $3.47M Mar 31, 2014

Retained Earnings

Cumulative net income kept by the company rather than distributed as dividends. A growing retained earnings balance indicates consistent profitability; a deficit indicates cumulative losses.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 ($8.20M) Apr 1, 2026
FY2025 Dec 31, 2024 ($12.70M) Apr 1, 2026
FY2024 Dec 31, 2023 ($8.54M) May 29, 2025
FY2023 Dec 31, 2022 ($6.45M) Apr 15, 2024
FY2022 Dec 31, 2021 ($4.86M) Apr 17, 2023
FY2021 Dec 31, 2020 ($9.66M) Apr 12, 2022
FY2020 Dec 31, 2019 ($2.48M) Apr 5, 2021
FY2019 Dec 31, 2018 $649.0K Apr 14, 2020
FY2018 Dec 31, 2017 ($48.24M) Apr 1, 2019
FY2017 Dec 31, 2016 ($35.79M) Jun 26, 2018

Cash & Equivalents

Highly liquid assets the company holds — cash on hand, bank balances, and short-term investments with maturities of three months or less. A key indicator of short-term financial health.

Fiscal Year Period End Value Filed
FY2018 Dec 31, 2018 $43.2K Apr 1, 2019
FY2018 Dec 31, 2017 $76.5K Apr 1, 2019
FY2018 Dec 31, 2016 $224.9K Apr 1, 2019
FY2017 Dec 31, 2015 $376.8K Jun 26, 2018
FY2016 Dec 31, 2014 $668.3K Mar 31, 2017
FY2015 Dec 31, 2013 $3.14M Mar 24, 2016
FY2014 Dec 31, 2012 $4.4K Apr 2, 2015
FY2011 Dec 31, 2011 $26.1K Apr 6, 2012
FY2011 Dec 31, 2010 $41.1K Apr 6, 2012
FY2011 Dec 31, 2009 $45.3K Apr 6, 2012

Long-Term Debt

Debt obligations due more than one year from the balance sheet date — bonds, term loans, and notes payable. High long-term debt relative to equity can signal elevated financial leverage.

Fiscal Year Period End Value Filed
FY2024 Dec 31, 2024 $2.16M May 29, 2025
FY2023 Dec 31, 2023 $2.46M Apr 15, 2024
FY2022 Dec 31, 2022 $1.45M Apr 17, 2023
FY2021 Dec 31, 2021 $150.0K Apr 12, 2022
FY2014 Dec 31, 2014 $2.00M Apr 2, 2015

EPS (Basic)

Net income divided by the weighted average shares outstanding. Basic EPS does not account for dilutive securities like options or convertible bonds — use diluted EPS for a more conservative view.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 0 Apr 1, 2026
FY2025 Dec 31, 2024 0 Apr 1, 2026
FY2024 Dec 31, 2023 0 May 29, 2025
FY2023 Dec 31, 2022 0 Apr 15, 2024
FY2022 Dec 31, 2021 0 Apr 17, 2023
FY2022 Dec 30, 2021 0 Apr 17, 2023
FY2021 Dec 31, 2020 0 Apr 12, 2022
FY2021 Dec 30, 2020 0 Apr 12, 2022
FY2019 Dec 31, 2019 0 Apr 14, 2020
FY2019 Dec 31, 2018 0 Apr 14, 2020

EPS (Diluted)

Net income divided by the fully diluted share count — including all potential shares from options, warrants, and convertible instruments. The more conservative and widely cited EPS figure.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 0 Apr 1, 2026
FY2025 Dec 31, 2024 0 Apr 1, 2026
FY2024 Dec 31, 2023 0 May 29, 2025
FY2023 Dec 31, 2022 0 Apr 15, 2024
FY2022 Dec 31, 2021 0 Apr 17, 2023
FY2022 Dec 30, 2021 0 Apr 17, 2023
FY2021 Dec 31, 2020 0 Apr 12, 2022
FY2021 Dec 30, 2020 0 Apr 12, 2022
FY2019 Dec 31, 2019 0 Apr 14, 2020
FY2019 Dec 31, 2018 0 Apr 14, 2020

Shares Outstanding

Total common shares issued and held by all shareholders, excluding treasury shares. Combined with market price gives market capitalization.

Fiscal Year Period End Value Filed
FY2025 Dec 31, 2025 270.65M Apr 1, 2026
FY2025 Dec 31, 2024 257.29M Apr 1, 2026
FY2024 Dec 31, 2023 228.54M May 29, 2025
FY2023 Dec 31, 2022 219.16M Apr 15, 2024
FY2022 Dec 31, 2021 210.89M Apr 17, 2023
FY2021 Dec 31, 2020 189.91M Apr 12, 2022
FY2020 Dec 31, 2019 18.97B Apr 5, 2021
FY2019 Dec 31, 2018 141.00M Apr 14, 2020
FY2018 Dec 31, 2017 218.15M Apr 1, 2019
FY2017 Dec 31, 2016 119.40M Jun 26, 2018