PowerFleet 2026 Q2 Earnings Revenue Surges 45% to $111.68M, Net Loss Widens 127.7%

PowerFleet (AIOT) reported fiscal 2026 Q2 earnings on Nov 10, 2025, . , , reflecting ongoing profitability challenges.

Revenue

, . , , reflecting strong demand for SaaS solutions. The services segment’s performance underscored the company’s shift toward recurring revenue streams, aligning with its strategic focus on enterprise IoT solutions.

Earnings/Net Income

, . , , highlighting persistent operational inefficiencies and margin pressures. The EPS shortfall and deteriorating net income signal ongoing challenges in achieving profitability despite robust revenue growth.

Post-Earnings Price Action Review

The strategy of buying PowerFleet shares post-earnings and holding for 30 days showed mixed results over three years. While it captured positive momentum in half of the quarters, , it also faced underperformance, . , constrained by the company’s weak margins and a distressing Altman Z-Score. Investors must weigh the potential for revenue-driven optimism against the risks of financial instability.

CEO Commentary

CEO emphasized Q2 as a “transition point” post-acquisition integration, highlighting “double-digit ARR growth ahead of schedule” and “adjusted EBITDA expansion” from synergy programs. He reiterated confidence in the SaaS-led model’s resilience, with plans to scale the CRO role, leverage AI/automation, and prioritize enterprise client growth.

Guidance

. , while cautioning on macroeconomic risks.

Additional News

PowerFleet appointed as Chief Revenue Officer, . . Additionally, , impacting operating cash flows but no longer contributing to adjusted EBITDA.

Revenue

Earnings/Net Income

Post-Earnings Price Action Review

CEO Commentary

Guidance

Additional News