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PowerFleet
PowerFleet (PWFL) investor relations material
PowerFleet Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary9 Feb, 2026
Executive summary
Achieved record total revenue of $113.5 million in Q3 FY26, up 7% year-over-year, with services revenue rising 11% to $91.1 million, now comprising 80% of total revenue.
Adjusted EBITDA grew 26% to $25.7 million, with margin expanding to 23% from 19% in the prior year.
Net loss attributable to common stockholders narrowed to $3.4 million ($0.03 per share) from $14.3 million ($0.11 per share) in the prior year quarter, reflecting improved operating leverage and reduced acquisition-related expenses.
Secured a landmark South African public sector contract, supporting over 100,000 assets, expected to be one of the largest deployments in company history and driving future demand.
Expanded enterprise relationships with multiple Fortune 500 companies, driving global adoption of AI video and unified platform solutions.
Financial highlights
Total revenue grew 7% year-over-year to $113.5 million in Q3 FY26; services revenue increased 11% to $91.1 million, now 80% of total revenue, up from 77%.
Adjusted EBITDA rose 26% year-over-year to $25.7 million, with margins improving to 23% from 19%.
Gross profit increased 7% year-over-year to $62.7 million, with gross margin steady at 55%.
Net debt to Adjusted EBITDA improved to 2.7x, with expectations to decline to 2.4x by year-end.
$2.3 million in one-time restructuring, integration, and transaction costs excluded from Adjusted EBITDA and EPS.
Outlook and guidance
Full-year revenue guidance narrowed to $440–$445 million, up from prior $435–$445 million.
Adjusted EBITDA annual growth guidance updated to approximately 45%, slightly below prior 45%-50% range due to investments supporting the large contract.
FY27 guidance targets 15% ARR growth, with optimism due to the South African contract and strong core business momentum.
Adjusted net debt to adjusted EBITDA ratio projected to improve from 3.4x to approximately 2.4x by March 2026.
Management expects continued realization of operational synergies from the MiX Telematics and Fleet Complete acquisitions.
Explain the investment strategy for South Africa contract
What are key differentiators for enterprise wins?
How does AI and AV impact PowerFleet's future role?
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Next PowerFleet earnings date
Q4 202612 Jun, 2026
PowerFleet
Next PowerFleet earnings date
Q4 202612 Jun, 2026
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Frequently asked questions
PowerFleet, Inc., together with its subsidiaries, provides wireless Internet of Things (IoT) and machine to machine (M2M) solutions for securing, controlling, tracking, monitoring, and managing high-value enterprise assets in the railcar leasing and industrial equipment markets in the United States, Israel, and internationally. It offers hardware, including sensors and electronic devices; software; connectivity platforms comprising interface applications that allow fleets to track assets; and PowerFleet enterprise platform/application suite that provides customer-configurable alerts/alarms on asset conditions. The company also provides PowerFleet AIR advance inspection reporting system product. In addition, it offers GPS and cellular technology-enabled equipment management services that enable its customers to manage their equipment assets through a Web portal. As of December 31, 2019, it had approximately 32 million subscribers connected to its network powered by Verizon. The company was founded in 1993 and is based in Rutherford, New Jersey.
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