Q4 26 EPS
$N/A
Q4 26 Revenue
N/A
vs S&P Since Q4 26
-30.6%
TRAILING MARKET
IOT -25.5% vs S&P +5.1%
Market Reaction
Did IOT Beat Earnings? Q4 2026 Results
Samsara closed its fiscal third quarter of 2026 with a milestone result, posting its first quarter of GAAP profitability while decisively beating Wall Street expectations on both the top and bottom lines. The connected operations platform reported no… Read more Samsara closed its fiscal third quarter of 2026 with a milestone result, posting its first quarter of GAAP profitability while decisively beating Wall Street expectations on both the top and bottom lines. The connected operations platform reported non-GAAP diluted EPS of $0.15, clearing the $0.12 consensus by 26.37%, as revenue climbed 29.2% year-over-year to $415.98 million against an expected $399.01 million, a 4.25% beat. The profitability breakthrough, net income of $7.77 million compared to a $37.81 million loss a year ago, was powered by dramatic margin expansion, with non-GAAP operating margin widening 800 basis points to 19%. Enterprise momentum was equally striking: Samsara added a quarterly-record 219 customers with annual recurring revenue above $100,000, pushing total ARR to $1.75 billion, up 29% year-over-year. Management signaled continued discipline heading into Q4, guiding revenue to $421 million–$423 million and full-year FY2026 revenue to approximately $1.60 billion, representing 28% growth, with non-GAAP operating margin held at 16%.
Key Takeaways
- • 29% year-over-year revenue growth in actuals and constant currency
- • Record large customer additions: 219 new $100K+ ARR customers in Q3, a quarterly record
- • 17 new $1M+ ARR customers in Q3, tying a quarterly record
- • $100K+ ARR customers now represent over $1 billion in ARR, growing 36% YoY
- • First quarter of GAAP profitability
- • Non-GAAP operating margin expansion to 19% from 11% YoY
- • Free cash flow margin improved to 13% from 10% YoY
IOT Forward Guidance & Outlook
For Q4 FY2026, Samsara expects total revenue of $421 million to $423 million (22% YoY growth, 21% in constant currency), non-GAAP operating margin of 16%, and non-GAAP diluted EPS of $0.12–$0.13. For full fiscal year 2026, the company expects total revenue of $1.595 billion to $1.597 billion (28% YoY growth, also 28% in constant currency), non-GAAP operating margin of 16%, and non-GAAP diluted EPS of $0.50–$0.51. Constant currency impact to Q4 revenue guidance is expected to be a $3 million positive impact, and $0 million impact for FY26.
IOT YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
“Samsara had another strong quarter of durable and efficient growth, ending Q3 with $1.75 billion in ARR.”
— Sanjit Biswas, Q4 2026 Earnings Press Release
IOT Earnings Trends
IOT vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
IOT EPS Trend
Earnings per share: estimate vs actual
IOT Revenue Trend
Quarterly revenue: estimate vs actual
IOT Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 | — | — | — | — | — |
| Q3 26 BEAT | $0.12 | $0.15 | +26.37% | $416.0M | +4.25% |
| Q2 26 BEAT | $0.07 | $0.12 | +65.52% | $391.5M | +5.17% |
| Q1 26 BEAT | $0.06 | $0.11 | +91.64% | $366.9M | +4.39% |
| Q4 25 BEAT FY | $-0.07 | $0.11 | +257.14% | $346.3M | — |
| FY Full Year | $0.22 | $0.26 | +17.22% | $1.25B | +0.82% |
| Q2 23 BEAT | $-0.07 | $-0.04 | +42.86% | $153.5M | +7.36% |