WKSP: Black Friday Blowout And A Line In The Sand For 2026

When we last took a look at Worksport (NASDAQ: $WKSP), they had just dropped Q3 numbers that exploded off the page. Net sales were about $5.0M, up 61% y/y and 22% q/q, with gross margin at 31.3% versus 7.9% in the same quarter last year and YTD revenue roughly $11.4M, a stark improvement over the first nine months of 2024. And since then they haven’t missed a beat.

Last week on Black Friday, the company brought in more than $200,000 in online sales through Worksport.com, compared with roughly $40,000 on Black Friday 2024, a move of more than 400% y/y for the same day. The weekly numbers were just as impressive, with WKSP setting a new record in online sales bringing in $665,000. What's more, these numbers are from e-commerce ALONE and doesn't include b2b and wholesale.

That jump in online demand lines up with the long-awaited launch of SOLIS and COR, the nano-grid system WKSP has been building toward for years. Management has already put numbers around it: $2 to $3M in SOLIS + COR revenue for the initial 2025 launch, with "8 figure potential" in 2026. That target is ambitious, but the market they are pointing at is big enough to make it realistic.

There are projected to be more than 60M pickup trucks on U.S. roads, and a meaningful slice of those sit inside fleets that already think about power and preparedness every day, from emergency response and utility crews to contractors who do it all from their trucks. At roughly $2,000 for SOLIS and $949 for the COR starter kit, 10,000 systems is close to $30M in hardware on its own. Even a 0.1% slice of that 60M truck pool, around 60,000 systems, would be worth in the neighborhood of $180M at current price points.

To support the growing demand, Worksport just added a larger facility in Missouri in November that now acts as the dedicated assembly center for SOLIS and a distribution hub for COR. The site more than triples the footprint of the prior Missouri R&D location and sits alongside the expanded engineering team, so design, testing, and assembly all live in the same place. Management has described the move as a low-capex expansion that leans on existing equipment and a build-to-order model, which should help units ship with current hardware and firmware without dragging down the balance sheet.

Looking ahead, WKSP is targeting profitability in 2026, and with results like these I'm not sure anyone can say they didn't see it coming. The company has already put more than $45M in 2026 revenue on the table, built around $27M to $35M from U.S. tonneau sales plus the new SOLIS and COR lines that are currently shipping.

Q3 alone implied a revenue run rate north of $20M with gross margin just over 31%, and now you layer on record e-commerce, SOLIS and COR live in the wild, and the Missouri build-out set up to push more units through the system. It feels like we’re watching one of the biggest moments in the company’s history unfold in real time, with the story, the product, and the financials all moving in the same direction: toward a record-setting, profitable 2026.

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