NYSE$PL

Planet Labs PBC · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

Planet Labs reported Q3 2026, revenue of $81.3M, net loss of $59.2M.

For Q3 2026, Planet Labs reported revenue of $81.3M, a net loss of $59.2M. Management discusses segment performance, capital allocation, and outlook in the earnings filing.

  • Revenue $81.3M.
  • Net loss $59.2M.
  • Planet Labs highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$81.3M

Previous: $61.3M+32.6%
EPS (adj)

$0.00

Previous: $0.07-100.0%
Recurring ACV

97.0%

No prior period
Adjusted EBITDA

$5.62M

No prior period
Net Cash from Ops

$28.6M

No prior period
Backlog

$734M

No prior period
Remaining Perf. Obligations

$672M

No prior period
Capital Expenditures

-$55.1M

Previous: -$32.7M-68.6%
Free Cash Flow

-$114M

Previous: -$52.8M-116.6%
Net Income

-$59.2M

Previous: -$20.1M-194.7%
Operating Income

-$18.3M

Previous: -$22.6M+18.9%
Gross Profit

$46.6M

Previous: $37.5M+24.2%

Revenue & EPS history

Planet Labs · Revenue · Quarterly

$81.3M

Q3 2026+32.6%vs Q3 2025
Beat estimate in 7 of 12 quarters(58%)
ActualEstimate

Forward guidance

The release discusses Planet Labs's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Planet Labs cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • GAAP profitability remained under pressure in Q3 2026.
  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may 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

+3.4%

Avg return

Earnings day

+4.8%

Avg return

5 days after

+15.6%

Avg return

30 days after

42%

10 / 24 earnings

Positive

+49.4%

Q1 2026

Best reaction

-30.0%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-26.1%-29.4%
Q4 2026+26.0%+31.2%+42.7%
Q3 2026+34.8%+38.2%+75.5%
Q3 2025+34.8%+38.2%+75.5%
Q2 2025+47.7%+49.8%+138.9%
Q2 2026+47.7%+49.8%+138.9%
Q1 2026+49.4%+40.1%+71.7%
Q4 2025-7.0%-3.8%-8.9%
Q4 2024-10.6%-9.7%-23.8%
Q3 2024-7.0%-3.6%-6.7%
Q2 2024-28.2%-23.4%-9.7%
Q1 2025+0.0%+0.0%+14.6%
Q1 2024+9.8%+9.2%+0.0%
Q4 2023-11.8%-15.3%-30.6%
Q3 2023-6.2%-12.4%-12.7%
Q2 2023-13.3%-7.9%-17.4%
Q1 2023-30.0%-27.5%-33.5%
Q4 2022+4.7%+6.7%+19.6%
Q3 2022-6.1%-7.0%-2.7%
Q2 2021+14.7%+21.1%+0.0%
Q1 2021-10.9%-0.4%-10.9%
Q4 2020-5.2%+1.6%-17.4%
Q4 2021+0.4%+3.9%-9.9%
Q3 2021-26.8%-33.6%-34.2%

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