PowerFleet Inc
PWFL.TA
ILA1 729.00 -0.06%
Exchange: TLV | Sector: Technology | Industry: Communication Equipment
Q1 2026
Published: Aug 11, 2025

Earnings Highlights

  • Revenue of $104.12M up 204.5% year-over-year
  • EPS of $-0.08 increased by 23.2% from previous year
  • Gross margin of 54.2%
  • Net income of -10.23M
  • "Transcript data not provided." - N/A
PWFL.TA
Company PWFL.TA

Executive Summary

PowerFleet reports a pronounced top-line acceleration in QQ1 2026 with revenue of $104.1 million, up 204.5% year over year and 38.0% quarter over quarter. Gross profit reached $56.48 million, yielding a solid gross margin of 54.2%, underscoring the strength of its IoT hardware and software-enabled solutions. Despite the revenue strength, the company remains unprofitable on a GAAP basis, with operating income of approximately -$2.04 million and net income of -$10.23 million for the quarter, driven by sizable selling/general and administrative expenses, interest costs, and amortization-related charges. Cash from operations was positive at $4.72 million, but free cash flow was negative at -$3.39 million as capital expenditure and working capital movements weighed on liquidity. Management commentary (where available) centers on continued investments to scale deployments, expand software as a service (SaaS) offerings, and capitalize on the growing IoT asset management market, suggesting the near-term focus remains on growth and platform expansion rather than immediate profitability. The balance sheet shows a strong cash position ($35.64 million at period end) and manageable leverage, albeit with high goodwill and intangible assets reflecting past acquisitions and ongoing technology investments.

Key Performance Indicators

Revenue
Increasing
104.12M
QoQ: 38.04% | YoY: 204.49%
Gross Profit
Increasing
56.48M
54.25% margin
QoQ: 42.46% | YoY: 230.01%
Operating Income
Increasing
-2.04M
QoQ: 88.82% | YoY: 37.40%
Net Income
Decreasing
-10.23M
QoQ: 54.18% | YoY: -178.55%
EPS
Increasing
-0.08
QoQ: 63.43% | YoY: 23.20%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 111.68 -0.03 +222.3% View
Q1 2026 104.12 -0.08 +204.5% View
Q2 2024 75.43 -0.21 +135.4% View
Q1 2024 33.74 -0.18 +2.7% View
Q4 2023 34.65 -0.11 +4.6% View