Powerfleet: The Discount Leaves Room For An Imperfect Recovery
Powerfleet offers a stable, growing subscription-based model, yet trades at distressed hardware multiples due to recent guidance cuts and ongoing GAAP losses. The investment case centers on recurring gross profit, expanding enterprise deployments, and a large contracted base, with AI-driven product enhancements supporting customer retention. Management guides for FY27 revenue of $470.5M and adjusted EBITDA of $112.5M, targeting positive free cash flow of $20–23M this fiscal year despite installation timing and lost South African business.
Powerfleet, Inc. (AIOT) Q1 2027 Earnings Call Transcript
Powerfleet, Inc. (AIOT) Q1 2027 Earnings Call Transcript
PowerFleet (AIOT) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for PowerFleet (AIOT) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
PowerFleet Q1 Earnings Call Highlights
PowerFleet NASDAQ: AIOT reported first-quarter fiscal 2027 revenue growth and higher adjusted EBITDA, while lowering its full-year outlook as it reallocates resources toward a rapidly expanding South African government contract.
Unveiling PowerFleet (AIOT) Q2 Outlook: Wall Street Estimates for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for PowerFleet (AIOT), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.
Do Options Traders Know Something About PowerFleet Stock We Don't?
Investors need to pay close attention to AIOT stock based on the movements in the options market lately.
AIOT Q4 Earnings Call Signals Back-Half Growth Push
Powerfleet's Q4 call pointed to a fiscal 2027 growth push built on margin expansion, cash generation, South Africa rollout and enterprise deployments.
PowerFleet Is Finally Generating Cash, A Major Turning Point
PowerFleet is rated a Buy at $4, driven by scale from recent M&A, a robust Unity platform, and accelerating large enterprise wins. AIOT now generates over 80% recurring, high-margin service revenue, with gross margin expanding to 56.5% and significant operating leverage materializing. FY27 guidance targets $485M–$490M revenue (~10% growth), $122M–$125M adjusted EBITDA (~27% growth), and $30M–$35M free cash flow, with leverage expected below 2x.
Powerfleet, Inc. (AIOT) Q4 2026 Earnings Call Transcript
Powerfleet, Inc. (AIOT) Q4 2026 Earnings Call Transcript
PowerFleet Q4 Earnings Call Highlights
PowerFleet NASDAQ: AIOT said fiscal 2026 marked a major step in its post-combination strategy, with management pointing to stronger recurring revenue growth, higher profitability, improved cash flow and a reduced leverage profile during the company's fourth-quarter and full-year earnings call.
Here's What Key Metrics Tell Us About PowerFleet (AIOT) Q3 Earnings
Although the revenue and EPS for PowerFleet (AIOT) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
PowerFleet (AIOT) Q3 Earnings and Revenues Top Estimates
PowerFleet (AIOT) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of breakeven. This compares to a loss of $0.11 per share a year ago.
