PowerFleet, Inc. (AIOT) Q3 2026 Earnings Call Transcript

PowerFleet, Inc. (AIOT) Q3 2026 Earnings Call Transcript

Seeking Alpha • Feb 9, 2026

Powerfleet Reports Robust Q3 Recurring Revenue Growth With 11% Year-Over-Year Increase in Services Revenue

Total revenue increased 7% year-over-year to a record $113.5 million from $106.4 million in Q3 FY25 Services revenue increased 11% to $91.1 million from $81.7 million in Q3FY25 Operating profit of $6.3 million, compared to an operating loss of $1.2 million in Q3 FY25 Net Loss improved to $3.4 million compared to $14.3 million in Q3 FY25 Adjusted EBITDA increased 26% to $25.7 million from $20.5 million in Q3 FY25 WOODCLIFF LAKE, N.J., Feb. 9, 2026 /PRNewswire/ -- Powerfleet, Inc. ("Powerfleet" or the "Company") (Nasdaq: AIOT) reported its financial results for the third quarter ended December 31, 2025.

PRNewsWire • Feb 9, 2026

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.

Zacks Investment Research • Feb 9, 2026

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.

Zacks Investment Research • Feb 9, 2026

Powerfleet Secures Major Public Sector Contract for South Africa Government Fleets

Asset Estate in Excess of 100,000 Vehicles Significantly Expands Powerfleet's Partnership with MTN WOODCLIFF LAKE, N.J., Feb. 9, 2026 /PRNewswire/ -- Powerfleet, Inc. (NASDAQ: AIOT), a provider of AIoT SaaS solutions for mobile asset management, today announced it has been awarded a milestone public sector contract to deliver integrated video intelligence and real-time fleet visibility services for an extensive range of South African government departments overseeing more than 100,000 vehicles.

PRNewsWire • Feb 9, 2026

Powerfleet Announces Andrew Martin as New Chairman

WOODCLIFF LAKE, N.J., Feb. 3, 2026 /PRNewswire/ -- Powerfleet, Inc. (Nasdaq: AIOT), a global leader in the artificial intelligence of things (AIoT) SaaS mobile asset industry, today announced a board leadership transition.

PRNewsWire • Feb 3, 2026

PowerFleet (AIOT) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release

PowerFleet (AIOT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Feb 2, 2026

Powerfleet Sets Third Quarter Fiscal 2026 Conference Call for Monday, February 9, 2026, at 8:30 a.m. ET

WOODCLIFF LAKE, N.J., Jan. 26, 2026 /PRNewswire/ -- Powerfleet, Inc. (Nasdaq: AIOT) today announced that it will hold a conference call on Monday, February 9, 2026, at 8:30 a.m.

PRNewsWire • Jan 26, 2026

Powerfleet to Attend the 28th Annual Needham Growth Conference

WOODCLIFF LAKE, N.J., Jan. 9, 2026 /PRNewswire/ -- Powerfleet, Inc. (Nasdaq: AIOT) today announced that management is scheduled to attend the 28th Annual Needham Growth Conference on Thursday, January 15th to meet with investors to discuss how Powerfleet's scaled AIoT platform, strong financial performance and clear roadmap to shareholder value.

PRNewsWire • Jan 9, 2026

PowerFleet: Large Possible Upside Via High-Margin SaaS Transformation And Aggressive Deleveraging

PowerFleet Inc. is rated a buy, driven by its transformation into a high-margin SaaS platform post-acquisitions and significant margin expansion. AIOT trades at a legacy hardware valuation despite 80%+ recurring revenue and projected EBITDA margin expansion to 26% by FY2027, creating a decisive valuation gap. Technical setup favors long positions above $4.85 support, with 12-month targets of $6.54–$7.84 and a mid-term intrinsic value target of ~$17.24, contingent on execution.

Seeking Alpha • Dec 8, 2025