NYSE$IOT
Samsara Inc · Q2 2026 earnings
Q2 2026 earnings · · After market close · Investor relations
Briefing
Samsara reported strong top-line growth and improved operational efficiency in Q2 FY2026.
Samsara delivered solid Q2 results with 30% year-over-year revenue growth, reduced net loss, and improved operating margins, reflecting increased demand for its Connected Operations Platform.
- Revenue grew to $391,500,000 in Q2 FY2026, up from $300,200,000 the previous year.
- ARR reached $1.64 billion, marking a 30% year-over-year increase.
- The company reduced its GAAP net loss to $16,800,000 from $49,610,000 a year ago.
- Non-GAAP operating income increased to $59,700,000, up from $17,600,000.
Headline financials
Revenue & EPS history
Samsara · Revenue · Quarterly
$392M
Forward guidance
Samsara expects continued revenue growth and steady operating margins in Q3 and Q4 of FY2026.
Tailwinds
- Q3 FY2026 revenue expected between $398M–$400M
- Q4 FY2026 revenue forecasted at $418M–$420M
- FY2026 revenue guidance raised to $1.574B–$1.578B
- Non-GAAP operating margin guided at 15% for Q3 and FY
- Non-GAAP EPS forecasted between $0.45–$0.47 for FY2026
Headwinds
- Year-over-year revenue growth decelerating in Q4 (21%)
- Foreign currency impact remains a consideration for future quarters
- Guidance includes no material upside from new large enterprise contracts
- Stock-based compensation remains high ($86.3M this quarter)
- Free cash flow growth moderating compared to top-line expansion
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q2 2026
+5.3%
Avg return
Earnings day
+8.6%
Avg return
5 days after
+7.8%
Avg return
30 days after
75%
15 / 20 earnings
Positive
+24.9%
Q3 2022
Best reaction
-12.3%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | +19.5% | +8.5% | +9.1% | |
| Q3 2026 | +11.0% | +10.6% | -16.7% | |
| Q2 2026 | +17.3% | +8.1% | +9.1% | |
| Q1 2026 | +1.2% | +2.6% | +2.7% | |
| Q3 2025 | -6.4% | -18.6% | -17.8% | |
| Q2 2025 | +13.6% | +18.8% | +22.8% | |
| Q1 2025 | -12.3% | -15.6% | +5.4% | |
| Q4 2024 | +14.0% | +11.6% | -1.4% | |
| Q3 2024 | +3.3% | +12.7% | +26.7% | |
| Q2 2024 | +2.2% | +18.9% | -5.8% | |
| Q1 2024 | -1.2% | +45.9% | +43.9% | |
| Q4 2022 | +19.4% | +28.2% | +20.9% | |
| Q4 2023 | +3.5% | +28.2% | +20.9% | |
| Q3 2022 | +24.9% | +22.5% | +30.4% | |
| Q3 2023 | +3.9% | +22.5% | +30.4% | |
| Q2 2023 | +1.5% | -12.7% | -17.6% | |
| Q2 2022 | -11.7% | -12.7% | -17.6% | |
| Q1 2022 | +1.0% | +4.5% | +8.4% | |
| Q1 2023 | +4.4% | +4.5% | +8.4% | |
| Q4 2021 | -3.7% | -16.1% | -6.7% |
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