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Tuesday 3 November 2026 Export IOT’s income statement to Excel — free account

Samsara Inc.

IOT Technology Software Infrastructure

Samsara Inc.’s revenue for fiscal 2026 (year ended January 2026) was $1.6 billion, up 29.6% from fiscal 2025.

Revenue
+29.9%
EPS
+200.0%
Free cash flow
+46.5%

Quarter to July 2026, against a year earlier

41.25 0.65 −1.55%
Market cap
$24.5B
P/E
252×
Fwd P/E
223×
Dividend yield
—
F-score
7/9
Altman Z
8.57
Beneish M
−2.56
Dividend safety
n/a
Overview Business Profile Earnings & Analysis
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios
Segments Valuation Filings

Samsara Inc. (IOT) Earnings & Analysis

Updated · Covers results through Q2 FY2027 · How this is made

Latest quarter

Samsara reported Q2 FY2027 revenue of $508.4 million, above the consensus estimate of $483.3 million. Adjusted earnings per share were $0.20, compared with the consensus estimate of $0.17.

Revenue rose 29.9% from $391.5 million a year earlier. In its filing, Samsara attributed revenue growth primarily to new customers and increased purchases by existing customers. The filing also said higher sales volume and additional product features contributed to increased cloud, cellular and connected-device costs.

Samsara reported a gross margin of 77.2%, compared with 76.9% a year earlier. Its operating margin was 0.96%, compared with −6.80% a year earlier, while diluted earnings per share were $0.03 versus −$0.03. Free cash flow rose to $64.7 million from $44.2 million.

Q2 FY2027 Q2 FY2026 Change
Revenue $508.4 million $391.5 million 29.9%
Diluted EPS $0.03 −$0.03 —
Gross margin 77.2% 76.9% 0.3 percentage points
Operating margin 0.96% −6.80% 7.8 percentage points
Free cash flow $64.7 million $44.2 million 46.5%
Against the consensus Reported Consensus Result
Adjusted EPS $0.20 $0.17 Beat by 17.6%
Revenue $508.4 million $483.3 million Beat by 5.20%

Adjusted EPS is the figure the consensus estimates, not the GAAP EPS above.

What management said on the call

In its filing, Samsara said it plans to continue investing in sales and marketing to attract customers and expand their use of its platform. The company said its ability to attract customers depends in part on economic conditions and its international expansion.

Samsara also said it plans to invest in device hardware, cloud infrastructure, cellular connectivity and customer support. The company said the timing and level of those investments will affect future costs of revenue, while higher hardware component prices may also increase those costs.

Guidance

For Q3 FY2027, Samsara expects revenue of $514.0 million to $516.0 million, a non-GAAP operating margin of 21.0% and non-GAAP diluted earnings per share of $0.18 to $0.19. The company also expects to be GAAP profitable in the quarter.

For FY2027, Samsara expects non-GAAP diluted earnings per share of $0.76 to $0.78 and a non-GAAP operating margin of 21.0%.

Metric For Guide Previous guide Change
EPS, GAAP Q3 FY2027 Samsara expects to be GAAP profitable in Q3 FY2027. — —
EPS, non-GAAP FY2027 $0.76–$0.78 — New
EPS, non-GAAP Q3 FY2027 $0.18–$0.19 — New
Operating margin, non-GAAP FY2027 21.0% — New
Operating margin, non-GAAP Q3 FY2027 21.0% — New
Revenue growth, Year Over Year Growth FY2027 26.0% — New
Revenue growth, Year Over Year Growth Q3 FY2027 24.0% — New
Revenue FY2027 $2.0 billion–$2.0 billion — New
Revenue Q3 FY2027 $514.0 million–$516.0 million — New

This page is for information only. It is not investment advice, a recommendation or an offer to buy or sell any security. Figures come from the sources listed above and may contain errors; verify against the company's filings.