PowerFleet
Connects mobile assets and fleet operations through a hardware-agnostic AIoT platform.
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Profile
Sells AIoT software, connected hardware, and related services for road, warehouse, and yard assets through Unity. Revenue mixes device sales with recurring subscriptions and implementation services, shaped by integration across acquired fleet and asset-tracking businesses.
Connects road, warehouse, and yard assets through Unity, combining camera, ELD, sensor, forklift, cargo, and other IoT data into one shared operating view.
Revenue comes from hardware-device sales and from recurring subscription, implementation, and other services across a single wireless AIoT asset-management segment. The business has been built through Pointer, MiX Telematics, and Fleet Complete, giving it a broad international footprint.
Execution depends on keeping acquired products and data aligned around a hardware-agnostic platform while turning connected operations, video safety, analytics, and asset tracking into repeatable SaaS and service revenue.
Company facts
Categories
Key statistics
Year to date −41.9% · Average volume (30d) 2.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 11, 2026 | Northland Securities | Target | $7 | |||
| Aug 11, 2026 | Craig-Hallum | Reiterate | Buy | $9 | $6 | |
| Aug 11, 2026 | Raymond James | Downgrade | Outperform | Market Perform | ||
| Aug 10, 2026 | Barrington | Target | $10 | |||
| Jun 16, 2026 | UBS | Target | $7 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q1 FY27 | −$0.02 | −$0.01 | +33.3% | $115.5M | $110.8M | −4.1% | −30.61% |
| Jun 15, 2026Q4 FY26 | $0.00 | −$0.02 | — | $113.0M | $114.5M | +1.3% | 0.00% |
| Feb 9, 2026Q3 FY26 | $0.02 | $0.02 | −11.1% | $111.7M | $113.5M | +1.6% | −12.76% |
| Nov 10, 2025Q2 FY26 | $0.05 | $0.02 | −60.0% | $117.4M | $103.6M | −11.7% | −2.34% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $103.6M | $104.1M | $111.7M | $113.5M | $114.5M | $110.8M | |
| Gross profit | $54.8M | $56.5M | $62.6M | $62.7M | $64.7M | $61.2M | |
| Operating income | −$7.0M | −$2.0M | $4.2M | $6.3M | $11.0M | $270.0K | |
| Net income | −$12.4M | −$10.2M | −$4.3M | −$3.4M | −$2.7M | −$8.4M | |
| Diluted EPS | −$0.11 | −$0.08 | −$0.03 | −$0.03 | −$0.02 | −$0.06 | |
| Gross margin | 52.8% | 54.2% | 56.0% | 55.2% | 56.5% | 55.2% | |
| Operating margin | -6.7% | -2.0% | 3.8% | 5.6% | 9.6% | 0.2% |
Fiscal years (4-quarter sums)FY22 $130.4M · FY23 $135.6M · FY24 $221.2M · FY25 $362.5M · FY26 $443.8M
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, Jun 30, 2026Cash & short-term investments $32.8M · Total debt $295.6M · Total assets $962.6M · Shareholders' equity $482.6M
Dividends
No dividends on record.
Ownership
Shares outstanding 134.23M · Float 124.87M · 93.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 10.31M | 7.68% | 13F | Aug 7, 2026 |
| Private Capital Management, LLC | 7.46M | 5.56% | 13F | Aug 14, 2026 |
| Disciplined Growth Investors Inc /MN | 6.26M | 4.66% | 13F | Aug 14, 2026 |
| Private Management Group Inc | 5.73M | 4.27% | 13F | Jul 31, 2026 |
| Royce & Associates LP | 5.54M | 4.13% | 13F | Aug 14, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Samsara
Broad connected-operations rival in telematics, video, and assets
- Verizon
Scaled fleet-management rival with tracking, video, and compliance
- Karooooo
Operational-intelligence rival in fleet, asset, and safety SaaS
