NYSE$IOT
Samsara Inc · Q4 2026 earnings
Q4 2026 earnings · · After market close · Investor relations
Briefing
Samsara reported Q4 fiscal 2026 revenue of $444.3M with GAAP net income of $22.0M and diluted EPS of $0.04.
Fourth-quarter revenue rose 28% to $444.3 million; ARR increased 30% to $1.89 billion. GAAP net income was $22.0 million versus a loss a year ago; non-GAAP diluted EPS was $0.18. Management guided Q1 FY27 revenue of $454–456 million and FY27 revenue of $1.965–1.975 billion.
- Q4 revenue $444.3M (+28% YoY); ARR $1.89B (+30%).
- GAAP net income $22.0M; non-GAAP diluted EPS $0.18.
- FY27 revenue guidance $1.965B–$1.975B (~21%–22% growth).
- Connected operations platform adoption and AI product momentum.
Headline financials
Revenue & EPS history
Samsara · Revenue · Quarterly
$444M
Forward guidance
Forward outlook includes multi-quarter revenue/EPS bridges or capital return plans.
Tailwinds
- Revenue or comp growth guidance and operating leverage.
- Share repurchases, dividends, or profitability milestones.
- Product and platform adoption tailwinds.
Headwinds
- Competition and pricing pressure.
- One-time charges affecting GAAP comparability.
- Macro or rate sensitivity on costs and demand.
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 Q4 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 |
|---|---|---|---|---|
| Q1 2027 | — | — | — | |
| 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 2023 | +3.5% | +28.2% | +20.9% | |
| Q4 2022 | +19.4% | +28.2% | +20.9% | |
| Q3 2023 | +3.9% | +22.5% | +30.4% | |
| Q3 2022 | +24.9% | +22.5% | +30.4% | |
| Q2 2022 | -11.7% | -12.7% | -17.6% | |
| Q2 2023 | +1.5% | -12.7% | -17.6% | |
| Q1 2023 | +4.4% | +4.5% | +8.4% | |
| Q1 2022 | +1.0% | +4.5% | +8.4% | |
| Q4 2021 | -3.7% | -16.1% | -6.7% |
Discussion
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