Karooooo
Connects fleet intelligence with B2B delivery operations.
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Profile
Cartrack sells subscription-based operational intelligence for fleets and connected assets, supplemented by device sales in some enterprise cases. Karooooo Logistics adds B2B delivery operations, extending the group beyond vehicle and asset management.
Cartrack provides operational intelligence for fleets and other connected assets, spanning fleet and asset management, fuel, workforce, logistics, safety, compliance, risk, and environmental impact. Its subscriptions can bundle telematics devices, while some enterprise sales are non-bundled device sales.
Karooooo Logistics adds last-mile B2B delivery and operational-logistics capabilities. The group serves customers in more than 20 countries from a Singapore-headquartered parent, with operating roots in South Africa.
Its model depends on processing connected-asset data and supporting customers' physical operations. Carzuka has been integrated into Cartrack and is no longer a standalone business.
Company facts
Categories
Key statistics
Year to date +50.4% · Average volume (30d) 105.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 17, 2026 | Roth Capital | Reiterate | Buy | $68 | $74 | |
| Jul 17, 2026 | Freedom Broker | Downgrade | Buy | Hold | ||
| Jul 16, 2026 | UBS | Reiterate | Buy | $60 | $75 | |
| Jul 14, 2026 | Needham | Reiterate | Buy | $60 | $70 | |
| May 14, 2026 | Roth Capital | Target | $62 | $68 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q1 FY27 | $0.51 | $0.58 | +14.5% | $92.1M | $95.9M | +4.1% | +0.78% |
| Jul 14, 2026Q1 FY27 | $0.51 | $0.58 | +14.5% | $92.1M | $95.9M | +4.1% | +1.17% |
| May 13, 2026Q4 FY26 | $0.51 | $0.44 | −13.7% | $89.4M | $90.4M | +1.1% | −6.07% |
| Jan 20, 2026Q3 FY26 | $8.10 | $0.49 | −94.0% | $1.37B | $81.8M | −94.0% | −3.17% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $75.4M | $79.0M | $83.1M | $87.2M | $89.5M | $96.7M | |
| Gross profit | $53.7M | $54.0M | $56.4M | $60.5M | $59.3M | $66.1M | |
| Operating income | $23.8M | $21.7M | $22.0M | $22.8M | $20.9M | $25.3M | |
| Net income | $15.5M | $16.3M | $15.1M | $16.3M | $13.7M | $18.2M | |
| Diluted EPS | $0.51 | $0.53 | $0.49 | $0.53 | $0.44 | $0.59 | |
| Gross margin | 71.3% | 68.4% | 67.9% | 69.4% | 66.3% | 68.3% | |
| Operating margin | 31.6% | 27.5% | 26.5% | 26.2% | 23.3% | 26.2% |
Fiscal years (4-quarter sums)FY22 $169.8M · FY23 $216.8M · FY24 $260.0M · FY25 $282.4M · FY26 $338.7M
Revenue by geography · FY26
Balance sheet, May 31, 2026Cash & short-term investments $68.5M · Total debt $66.4M · Total assets $389.0M · Shareholders' equity $221.6M
Dividends
Raised for 3 straight years — most recently to $1.50 from $1.25 in Jul 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 17, 2026 | Jul 17 | Jul 27 | $1.50 | raised from $1.25 |
| Aug 15, 2025 | Aug 15 | Aug 22 | $1.25 | raised from $1.08 |
| Aug 8, 2024 | Aug 8 | Aug 14 | $1.08 | raised from $0.85 |
| Jun 22, 2023 | Jun 23 | Jul 3 | $0.85 | raised from $0.60 |
| Sep 1, 2022 | Sep 2 | Sep 12 | $0.60 |
Ownership
Shares outstanding 30.89M · Float 6.47M · 21.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Isaias (Zak) Jose Calisto | 21.17M | 68.52% | 13D | Jun 17, 2025 |
| Isaias Jose Calisto · director, officer: CEO & Executive Chairman | 17.63M | 57.07% | Form 4 | Aug 27, 2026 |
| Juan Marais · officer: Chief Sales Officer | 3.25M | 10.52% | Form 4 | Mar 18, 2026 |
| Gobi Capital LLC | 2.20M | 7.12% | 13F | May 15, 2026 |
| Capricorn Fund Managers Ltd | 278.3K | 0.90% | 13F | Apr 24, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 26, 2026 | Isaias Jose Calisto | director, officer: CEO & Executive Chairman | −23 | $64.00 |
| Aug 25, 2026 | Isaias Jose Calisto | director, officer: CEO & Executive Chairman | −336 | $64.15 |
| Aug 24, 2026 | Isaias Jose Calisto | director, 10 percent owner, officer: CEO & Executive Chairman | −9,315 | $64.35 |
| Aug 21, 2026 | Isaias Jose Calisto | director, 10 percent owner, officer: CEO Executive Chairman | −6,202 | $63.50 |
| Aug 19, 2026 | Isaias Jose Calisto | director, 10 percent owner, officer: CEO & Executive Chairman | −1,193 | $63.13 |
Peers
- Verizon
Carrier-backed commercial fleet-management platform in Europe.
- PowerFleet
AIoT fleet and mobile-asset SaaS platform in South Africa.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Karooooo | $68.60 | +2.08% | $2.08B | 32.9 | 34.2 | 5.8 | +34.9% |
| Verizon | $49.91 | −0.34% | $209.20B | 13.0 | 9.8 | 1.5 | −0.7% |
| PowerFleet | $3.09 | +1.31% | $409.4M | — | 69.1 | 0.9 | +4.1% |
| Median | 13.0 | 39.4 | 1.2 | +1.7% |