NYSE$IOT

Samsara Inc · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

Samsara reported Q3 revenue of $416.0M with improving profitability.

Third-quarter revenue grew to $416.0 million with net income of $7.8 million as connected operations scale. Management discussed durable growth in fleet and industrial applications.

  • Q3 revenue $416.0M.
  • Net income $7.8M.
  • Connected operations platform expansion.
  • Large customer adoption cited in filing.

Headline financials

Total Revenue

$416M

Previous: $322M+29.2%
EPS (adj)

$0.15

Previous: -$0.07+314.3%
Annual Recurring Revenue

$1.75B

Previous: $1.35B+29.4%
ARR Constant Currency

$1.74B

Previous: $1.35B+29.3%
Revenue Constant Currency

$415M

Previous: $322M+28.7%
GAAP Gross Margin

77.0%

Previous: 76.0%+1.3%
Non-GAAP Gross Profit

$324M

Previous: $250M+29.6%
Non-GAAP Gross Margin

78.0%

Previous: 78.0%+0.0%
GAAP Operating Margin

0.0%

Previous: -15.0%+100.0%
Non-GAAP Operating Income

$79.8M

Previous: $33.9M+135.4%
Non-GAAP Operating Margin

19.0%

Previous: 11.0%+72.7%
Net Cash From Operations

$63.7M

Previous: $36M+76.9%
Operating Cash Flow Margin

15.0%

Previous: 11.0%+36.4%
Adjusted Free Cash Flow

$55.8M

Previous: $31.2M+78.8%
Adjusted Free Cash Flow Margin

13.0%

Previous: 10.0%+30.0%
Capital Expenditures

-$20.7M

Previous: -$14.8M-39.9%
Free Cash Flow

-$13M

Previous: -$52.6M+75.3%
Net Income

$7.77M

Previous: -$37.8M+120.5%
Operating Income

-$1.72M

Previous: -$47.4M+96.4%
Gross Profit

$319M

Previous: $246M+29.7%
Cash & Equivalents

$275M

Previous: $160M+71.6%
Total Assets

$2.31B

Previous: $1.86B+24.1%

Revenue & EPS history

Samsara · Revenue · Quarterly

$416M

Q3 2026+29.2%vs Q3 2025
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

The filing outlines Samsara's outlook, including operating priorities, capital allocation, and key risks, with specific numeric guidance where management provided it.

Tailwinds

  • Samsara cites execution on growth initiatives and balance-sheet flexibility.
  • Management emphasizes capital allocation and operational priorities in the filing.

Headwinds

  • Macro, pricing, and competitive pressure may affect margins.
  • One-time items and segment mix can affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

+5.0%

Avg return

Earnings day

+7.9%

Avg return

5 days after

+7.8%

Avg return

30 days after

71%

15 / 21 earnings

Positive

+24.9%

Q3 2022

Best reaction

-12.3%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-1.1%-7.1%
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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