John Nelson's questions to TOMI Environmental Solutions (TOMZ) leadership • Q2 2025
Question
Inquired about several topics: the potential opportunity from reshoring pharma manufacturing to the U.S., whether customers who deferred capital expenditure projects have returned, the specific use cases for SteraMist if pending FDA approvals are granted, and any new applications being developed for the product.
Answer
The company sees significant opportunities from reshoring manufacturing in pharma and other industries. Some customers who deferred projects are expected to return, as indicated by increased customer deposits and deferred revenue. Regarding FDA approvals, one path is for medical devices (decon chambers) and another is a Food Contact Notification (FCN) for food safety applications like avocados. They are also internally testing new applications, such as extending the shelf life of flowers.