IOTEarnings Release财报快讯Source checked来源已核对Source link原始来源September 3, 20262026/9/3by InvestLog AIInvestLog AI 整理

IOT earnings release — EPS beat +25.0% · revenue beat +5.2%Samsara, Inc. (IOT) 财报发布 — EPS 高于预期+25.0% · 营收高于预期+5.2%

Key Results

Actual vs Consensus

EPS: $0.20 vs $0.16 estimate, beat+25.0%.

Revenue: $508M vs $483M estimate, beat+5.2%.

Profitability and Cash Flow

Period: 2027 Q2 period ended 2026-08-01

Revenue: $508M; YoY: +29.9%; QoQ: +6.2%

Gross profit: $393M; Gross margin: 77.2%

Operating income: $5M; Operating margin: 1.0%; YoY: +118.3%; QoQ: -32.2%

Net income: $16M; GAAP diluted EPS: $0.03; YoY: +196.7%; QoQ: -63.5%

Operating cash flow: $74M; Capex: $9M; Free cash flow: $65M

Cash: $291M; Total debt: $69M; Net cash: $222M

Official release: Samsara Reports Second Quarter Fiscal Year 2027 Financial Results

核心结果

实际值与市场预期

EPS：$0.20 vs $0.16 预期，高于预期+25.0%。

营收：$508M vs $483M 预期，高于预期+5.2%。

财务指标

期间：2027 Q2（截至 2026-08-01）

营收：$508M；同比：+29.9%；环比：+6.2%

毛利润：$393M；毛利率：77.2%

经营利润：$5M；经营利润率：1.0%；同比：+118.3%；环比：-32.2%

净利润：$16M；GAAP 稀释 EPS：$0.03；同比：+196.7%；环比：-63.5%

经营现金流：$74M；资本开支：$9M；自由现金流：$65M

现金：$291M；总债务：$69M；净现金：$222M

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This earnings research was prepared from company results, regulatory filings, and financial statements. It is for informational purposes only and does not constitute investment advice.这篇财报研究基于公司业绩公告、监管文件和财务报表整理。内容仅供参考，不构成投资建议。

IOT earnings release — EPS beat +25.0% · revenue beat +5.2%Samsara, Inc. (IOT) 财报发布 — EPS 高于预期+25.0% · 营收 高于预期+5.2%