PowerFleet Inc
AIOT
$5.40 1.03%
Exchange: NASDAQ | Sector: Technology | Industry: Communication Equipment
Q3 2025
Published: Feb 10, 2025

Earnings Highlights

  • Revenue of $106.43M up 41.1% year-over-year
  • EPS of $-0.11 increased by 47.6% from previous year
  • Gross margin of 55.2%
  • Net income of -14.35M
  • "β€œcost synergy program continues at pace with an exceptional $15 million in annualized savings”" - Steve Towe
AIOT
Company AIOT

Executive Summary

PowerFleet Inc. delivered a material step change in scale and mix following the Fleet Complete acquisition, with quarterly revenue of $106.4 million in Q3 2025, up 45% year over year. Management attributed the rise to Fleet Complete and continued organic growth in in-warehouse safety solutions and Unity-based offerings, supported by a robust services mix that accounted for 77% of revenue. Adjusted EBITDA rose to $22.5 million, a 77% year-over-year increase, driven by cost synergies and improved go-to-market efficiency, while leveraging the higher-margin Unity software ecosystem. The firm also highlighted meaningful cost-synergy progress (annualized savings of $15 million) and a plan to exceed $60 million in annualized savings by year-end, with a further $21 million of synergies targeted over the next 18 months. Management raised FY2025 guidance, increasing organic revenue growth to 7% and guiding annual revenue above $362.5 million and EBITDA above $75 million, supported by a shift to U.S. GAAP in Fleet Complete and a broadened channel strategy with major telcos. Despite strong top-line momentum, PowerFleet posted a net loss in the quarter, reflecting one-time costs, acquisition-related amortization, and higher interest expenses. The company views Unity as a multi-year revenue generator with substantial cross-sell opportunities across enterprise and mid-market segments, and remains focused on scaling go-to-market and product innovation for FY2026 and beyond.

Key Performance Indicators

Revenue
Increasing
106.43M
QoQ: 38.19% | YoY: 41.10%
Gross Profit
Increasing
58.78M
55.23% margin
QoQ: 42.18% | YoY: 48.26%
Operating Income
Increasing
-1.24M
QoQ: -316.93% | YoY: 93.18%
Net Income
Increasing
-14.35M
QoQ: -660.01% | YoY: 35.76%
EPS
Increasing
-0.11
QoQ: -450.00% | YoY: 47.62%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 111.68 -0.03 +45.0% View
Q1 2026 104.12 -0.08 +35.2% View
Q4 2025 103.64 -0.09 +37.4% View
Q3 2025 106.43 -0.11 +41.1% View
Q2 2025 77.02 -0.02 +122.9% View