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IOT logoSamsara Inc.(IOT)Earnings, Financials & Key Ratios

IOT•NYSE
$28.92
$7.8B mkt cap·Price updated May 6, 2026
SectorTechnologyIndustryInfrastructure SoftwareSub-IndustryData platforms, integration and analytics
AboutSamsara Inc. provides solutions that connect physical operations data to its Connected Operations Cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy; and applications for video-based safety, vehicle telematics, apps and driver workflows, equipment monitoring, and site visibility. It serves customers across a range of industries, including transportation and logistics, construction, field services, utilities and energy, government, healthcare and education, manufacturing, wholesale and retail trade, and food and beverage. The company was incorporated in 2015 and is based in San Francisco, California.Show more
  • Revenue$1.62B+29.6%
  • EBITDA-$53M+68.9%
  • Net Income-$9M+94.1%
  • EPS (Diluted)-0.02+92.9%
  • Gross Margin76.74%+0.8%
  • EBITDA Margin-3.25%+76.0%
  • Operating Margin-3.25%+78.6%
  • Net Margin-0.56%+95.5%
  • ROE-0.73%+95.3%
  • ROIC-3.76%+76.2%
  • Debt/Equity0.05-31.8%
Technical→

IOT Key Insights

Samsara Inc. (IOT) fundamental analysis — strengths, weaknesses & financial health based on data analysis

✓Strengths

  • ✓Company is almost debt free
  • ✓Strong Piotroski F-Score: 7/9
  • ✓Strong 5Y sales CAGR of 45.3%

✗Weaknesses

  • ✗Trading more than 30% below 52-week high
  • ✗Expensive at 11.7x book value

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

IOT Price & Volume

Samsara Inc. (IOT) stock price & volume — 10-year historical chart

Loading chart...

IOT Growth Metrics

Samsara Inc. (IOT) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years45.3%
3 Years35.37%
TTM29.57%

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM94.11%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM-2.56%

Return on Capital

10 Years-25.96%
5 Years-19.9%
3 Years-13.67%
Last Year-3.64%

IOT Recent Earnings

Samsara Inc. (IOT) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 11/12 qtrs (92%)
Q2 2026Latest
Mar 5, 2026
EPS
$0.18
Est $0.13
+40.1%
Revenue
$444M
Est $422M
+5.2%
Q4 2025
Dec 4, 2025
EPS
$0.15
Est $0.12
+26.9%
Revenue
$416M
Est $399M
+4.2%
Q4 2025
Sep 4, 2025
EPS
$0.12
Est $0.07
+65.9%
Revenue
$391M
Est $372M
+5.2%
Q3 2025
Jun 5, 2025
EPS
$0.11
Est $0.06
+89.9%
Revenue
$367M
Est $351M
+4.4%
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMar 5, 2026
$0.18vs $0.13+40.1%
$444Mvs $422M+5.2%
Q4 2025Dec 4, 2025
$0.15vs $0.12+26.9%
$416Mvs $399M+4.2%
Q4 2025Sep 4, 2025
$0.12vs $0.07+65.9%
$391Mvs $372M+5.2%
Q3 2025Jun 5, 2025
$0.11vs $0.06+89.9%
$367Mvs $351M+4.4%
Based on last 12 quarters of dataView full earnings history →

IOT Peer Comparison

Samsara Inc. (IOT) competitors in Data platforms, integration and analytics — business model, growth, and fundamentals comparison

Select Columns
Stock Universe
Valuation
Growth
Profitability
Financial Health
Dividends & Buybacks
Price Performance
Technical
Fundamentals ($)
Sector-Specific
CompanyMarket CapStock PriceP/E Ratio (TTM)Revenue Growth 1YNet MarginReturn on Equity (ROE)FCF YieldDebt / Equity
TRAK logoTRAKReposiTrak, Inc.Direct Competitor177.02M9.7227.7710.53%30.92%14.62%0.01
MBLY logoMBLYMobileye Global Inc.Direct Competitor7.39B9.07-18.9014.51%-203.97%-37.31%
GRMN logoGRMNGarmin Ltd.Direct Competitor46.83B242.8228.2715.06%23.26%19.93%0.02
SPSC logoSPSCSPS Commerce, Inc.Product Competitor2.09B55.8722.7117.83%11.92%9.45%0.01
DDOG logoDDOGDatadog, Inc.Product Competitor46.77B143.71479.0327.68%3.14%2.89%0.41
PTCT logoPTCTPTC Therapeutics, Inc.Product Competitor5.52B66.618.56114.51%39.44%
PTC logoPTCPTC Inc.Product Competitor16.28B136.8422.5119.18%41.58%44.59%0.36
CGNX logoCGNXCognex CorporationProduct Competitor10.4B62.2691.568.73%11.51%7.72%0.05

Compare IOT vs Peers

Samsara Inc. (IOT) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs TRAK

Most directly comparable listed peer for IOT.

Scale Benchmark

vs MSFT

Larger-name benchmark to compare IOT against a more recognizable public peer.

Peer Set

Compare Top 5

vs TRAK, MBLY, GRMN, SPSC

IOT Income Statement

Samsara Inc. (IOT) annual income statement — 10-year revenue, gross profit & net income history

10Y historyFree accessUpdated daily
Line itemJan'20Jan'21Jan'22Jan'23Jan'24Jan'25Jan'26
Sales/Revenue119.86M249.91M428.35M652.54M937.38M1.25B1.62B
Revenue Growth %-108.49%71.4%52.34%43.65%33.26%29.57%
Cost of Goods Sold48.32M75.39M124.48M182.66M247.03M298.32M376.55M
COGS % of Revenue40.31%30.17%29.06%27.99%26.35%23.88%23.26%
Gross Profit
71.54M▲ 0%
174.51M▲ 143.9%
303.86M▲ 74.1%
469.89M▲ 54.6%
690.35M▲ 46.9%
950.88M▲ 37.7%
1.24B▲ 30.6%
Gross Margin %59.69%69.83%70.94%72.01%73.65%76.12%76.74%
Gross Profit Growth %-143.93%74.12%54.64%46.92%37.74%30.63%
Operating Expenses299.36M377.22M656.18M728.29M940.27M1.14B1.29B
OpEx % of Revenue249.75%150.95%153.19%111.61%100.31%91.33%79.98%
Selling, General & Admin228.9M277.49M451.05M540.88M681.69M836.26M950.07M
SG&A % of Revenue190.96%111.04%105.3%82.89%72.72%66.94%58.7%
Research & Development70.47M99.74M205.13M187.41M258.58M299.72M344.59M
R&D % of Revenue58.79%39.91%47.89%28.72%27.59%23.99%21.29%
Other Operating Expenses0000000
Operating Income
-227.82M▲ 0%
-202.71M▲ 11.0%
-352.32M▼ 73.8%
-258.4M▲ 26.7%
-249.92M▲ 3.3%
-189.97M▲ 24.0%
-52.58M▲ 72.3%
Operating Margin %-190.06%-81.12%-82.25%-39.6%-26.66%-15.21%-3.25%
Operating Income Growth %-11.02%-73.8%26.66%3.28%23.99%72.32%
EBITDA-203.01M-165.6M-302.85M-181.66M-137.62M-169.32M-52.58M
EBITDA Margin %-169.37%-66.26%-70.7%-27.84%-14.68%-13.55%-3.25%
EBITDA Growth %-18.43%-82.88%40.02%24.25%-23.04%68.95%
D&A (Non-Cash Add-back)24.8M37.11M49.46M76.74M112.31M20.65M0
EBIT-224.88M-210.12M-353.85M-243.84M-283.38M-185.09M0
Net Interest Income0000000
Interest Income0000000
Interest Expense0000000
Other Income/Expense2.93M-7.41M-1.53M14.56M-33.46M39.56M53.48M
Pretax Income
-224.88M▲ 0%
-210.12M▲ 6.6%
-353.85M▼ 68.4%
-243.84M▲ 31.1%
-283.38M▼ 16.2%
-150.41M▲ 46.9%
906K▲ 100.6%
Pretax Margin %-187.61%-84.08%-82.61%-37.37%-30.23%-12.04%0.06%
Income Tax340K87K1.17M3.59M3.34M4.49M10.02M
Effective Tax Rate %-0.15%-0.04%-0.33%-1.47%-1.18%-2.99%1106.29%
Net Income
-225.22M▲ 0%
-210.21M▲ 6.7%
-355.02M▼ 68.9%
-247.42M▲ 30.3%
-286.73M▼ 15.9%
-154.91M▲ 46.0%
-9.12M▲ 94.1%
Net Margin %-187.9%-84.12%-82.88%-37.92%-30.59%-12.4%-0.56%
Net Income Growth %-6.67%-68.89%30.31%-15.89%45.97%94.11%
Net Income (Continuing)-225.22M-210.21M-355.02M-247.42M-286.73M-154.91M-9.12M
Discontinued Operations0000000
Minority Interest0000000
EPS (Diluted)
-0.45▲ 0%
-0.42▲ 6.7%
-0.70▼ 66.7%
-0.48▲ 31.4%
-0.54▼ 12.5%
-0.28▲ 48.1%
-0.02▲ 92.9%
EPS Growth %-6.67%-66.67%31.43%-12.5%48.15%92.86%
EPS (Basic)-0.45-0.42-0.70-0.48-0.54-0.28-0.02
Diluted Shares Outstanding500.37M500.37M505.48M514.28M534.88M556.32M573.48M
Basic Shares Outstanding500.37M500.37M505.48M514.28M534.88M556.32M573.48M
Dividend Payout Ratio-------

IOT Balance Sheet

Samsara Inc. (IOT) balance sheet — assets, liabilities & shareholders' equity

Line itemJan'20Jan'21Jan'22Jan'23Jan'24Jan'25Jan'26
Total Current Assets277.48M491.19M1.1B957.53M886.96M1.15B1.51B
Cash & Short-Term Investments201.07M399.89M921.22M689.86M547.66M694.8M833.79M
Cash Only201.07M399.89M921.22M200.67M135.54M227.58M318.79M
Short-Term Investments000489.19M412.13M467.22M515M
Accounts Receivable34.21M42.25M81.99M122.87M161.83M234.02M321.44M
Days Sales Outstanding104.1861.7169.8668.7363.0168.3872.48
Inventory16.52M13.67M33.07M40.57M22.24M38.91M48.19M
Days Inventory Outstanding124.7566.296.9681.0732.8647.6146.72
Other Current Assets25.68M35.38M63.9M104.23M155.23M177.43M303.69M
Total Non-Current Assets353.53M395.44M467.76M659.47M847.89M879.15M1.03B
Property, Plant & Equipment202.23M190.78M171.2M171.9M120.39M98.91M141.91M
Fixed Asset Turnover0.59x1.31x2.50x3.80x7.79x12.63x11.41x
Goodwill0000000
Intangible Assets2.64M5.04M6.75M8.74M16.56M24.11M0
Long-Term Investments35.24M34.42M23.09M113.1M276.17M282.65M403.12M
Other Non-Current Assets113.43M165.2M266.72M365.73M434.78M473.48M488.52M
Total Assets
631.01M▲ 0%
886.63M▲ 40.5%
1.57B▲ 76.8%
1.62B▲ 3.1%
1.73B▲ 7.3%
2.02B▲ 16.7%
2.54B▲ 25.5%
Asset Turnover0.19x0.28x0.27x0.40x0.54x0.62x0.64x
Asset Growth %-40.51%76.84%3.13%7.29%16.68%25.51%
Total Current Liabilities148.25M211.94M338.28M442.16M591.82M761.35M917.04M
Accounts Payable16.47M19.4M54.7M30.14M46.28M64.02M47.68M
Days Payables Outstanding124.3893.92160.460.2468.3878.3346.22
Short-Term Debt17.53M22.31M21.45M22.05M20.66M15.66M12.57M
Deferred Revenue (Current)94.39M143.11M203.19M300.11M426.37M563.25M679.32M
Other Current Liabilities7.96M14.57M31.84M53.82M61.44M74.98M225.16M
Current Ratio1.87x2.32x3.25x2.17x1.50x1.50x1.64x
Quick Ratio1.76x2.25x3.15x2.07x1.46x1.45x1.59x
Cash Conversion Cycle104.5533.986.4289.5627.4937.6672.98
Total Non-Current Liabilities823.72M1.21B240.7M236.83M227.88M193.76M203.19M
Long-Term Debt00000060.2M
Capital Lease Obligations166.78M150.96M123.51M100.87M78.83M64.62M0
Deferred Tax Liabilities539.62M949.07M00000
Other Non-Current Liabilities644K1M6.69M9.51M9.94M6.62M142.99M
Total Liabilities971.97M1.42B578.98M678.99M819.7M955.11M1.12B
Total Debt184.31M173.27M144.96M122.92M99.49M80.28M72.77M
Net Debt-16.76M-226.61M-776.26M-77.75M-36.05M-147.3M-246.02M
Debt / Equity--0.15x0.13x0.11x0.08x0.05x
Debt / EBITDA-------
Net Debt / EBITDA-------
Interest Coverage-------
Total Equity
-340.96M▲ 0%
-532.8M▼ 56.3%
988.95M▲ 285.6%
938.02M▼ 5.1%
915.15M▼ 2.4%
1.07B▲ 16.8%
1.42B▲ 32.9%
Equity Growth %--56.26%285.61%-5.15%-2.44%16.83%32.85%
Book Value per Share-0.68-1.061.961.821.711.922.48
Total Shareholders' Equity-340.96M-532.8M988.95M938.02M915.15M1.07B1.42B
Common Stock01K29K30K32K35K36K
Retained Earnings-346.09M-565.93M-920.95M-1.17B-1.46B-1.61B-1.62B
Treasury Stock0000000
Accumulated OCI00-96K-652K1.62M-846K4.36M
Minority Interest0000000

IOT Cash Flow Statement

Samsara Inc. (IOT) cash flow — operating, investing & free cash flow history

Line itemJan'20Jan'21Jan'22Jan'23Jan'24Jan'25Jan'26
Cash from Operations-192.53M-171.77M-171.48M-103.02M-11.81M131.66M236.21M
Operating CF Margin %-160.62%-68.73%-40.03%-15.79%-1.26%10.54%14.59%
Operating CF Growth %-10.78%0.17%39.92%88.53%1214.34%79.41%
Net Income-225.22M-210.21M-355.02M-247.42M-286.73M-154.91M-9.12M
Depreciation & Amortization4.32M10.74M10.39M11.77M15.53M20.65M24.05M
Stock-Based Compensation2.87M25.56M228.72M177.47M237.08M277.87M314.98M
Deferred Taxes227K9.45M00000
Other Non-Cash Items11.38M7.34M8.16M3.18M1.11M-10M-93.7M
Working Capital Changes13.9M-14.65M-63.73M-48.02M21.19M-1.95M0
Change in Receivables-10.91M-14.14M-47.05M-47.46M-46.42M-75.53M-144.68M
Change in Inventory-7.62M2.84M-19.39M-7.5M18.33M-22.42M-19.09M
Change in Payables11.56M16.25M69.93M13.48M26.6M37.28M97.72M
Cash from Investing-29.99M-32.2M-20.04M-631.85M-78.69M-66.62M-189.53M
Capital Expenditures-29.99M-32.1M-19.35M-33.24M-10.95M-20.18M-28.77M
CapEx % of Revenue25.02%12.85%4.52%5.09%1.17%1.62%1.78%
Acquisitions0000000
Investments-------
Other Investing0-100K-682K382K-50K-200K-1.35M
Cash from Financing295.85M401.97M701.64M14.21M21M27.1M29.93M
Debt Issued (Net)0-168K-545K-1.3M-2.21M-1.69M0
Equity Issued (Net)1000K1000K1000K1000K1000K1000K0
Dividends Paid0000000
Share Repurchases-30K-61K-5K0000
Other Financing-4M2.38M-144.49M00-7K29.93M
Net Change in Cash
73.34M▲ 0%
198M▲ 170.0%
510M▲ 157.6%
-720.54M▼ 241.3%
-69.03M▲ 90.4%
91.06M▲ 231.9%
79.05M▼ 13.2%
Free Cash Flow
-222.51M▲ 0%
-203.87M▲ 8.4%
-190.83M▲ 6.4%
-136.26M▲ 28.6%
-22.77M▲ 83.3%
111.48M▲ 589.6%
207.44M▲ 86.1%
FCF Margin %-185.64%-81.58%-44.55%-20.88%-2.43%8.92%12.82%
FCF Growth %-8.38%6.39%28.6%83.29%589.64%86.08%
FCF per Share-0.44-0.41-0.38-0.26-0.040.200.36
FCF Conversion (FCF/Net Income)0.85x0.82x0.48x0.42x0.04x-0.85x-25.91x
Interest Paid0000000
Taxes Paid1K31K467K607K2.12M3.46M0

IOT Key Ratios

Samsara Inc. (IOT) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios

Metric2020202120222023202420252026
Return on Equity (ROE)---155.66%-25.68%-30.94%-15.61%-0.73%
Return on Invested Capital (ROIC)---124.24%-36.12%-21.55%-15.82%-3.76%
Gross Margin59.69%69.83%70.94%72.01%73.65%76.12%76.74%
Net Margin-187.9%-84.12%-82.88%-37.92%-30.59%-12.4%-0.56%
Debt / Equity--0.15x0.13x0.11x0.08x0.05x
FCF Conversion0.85x0.82x0.48x0.42x0.04x-0.85x-25.91x
Revenue Growth-108.49%71.4%52.34%43.65%33.26%29.57%

IOT SEC Filings & Documents

Samsara Inc. (IOT) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Mar 5, 2026·SEC

Material company update

Jan 6, 2026·SEC

Material company update

Dec 4, 2025·SEC

10-K Annual Reports

2
FY 2026

Mar 16, 2026·SEC

FY 2025

Mar 25, 2025·SEC

10-Q Quarterly Reports

3
FY 2025

Dec 9, 2025·SEC

FY 2025

Sep 9, 2025·SEC

FY 2025

Jun 10, 2025·SEC

IOT Frequently Asked Questions

Samsara Inc. (IOT) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

Samsara Inc. (IOT) reported $1.62B in revenue for fiscal year 2026. This represents a 1250% increase from $119.9M in 2020.

Samsara Inc. (IOT) grew revenue by 29.6% over the past year. This is strong growth.

Samsara Inc. (IOT) reported a net loss of $9.1M for fiscal year 2026.

Dividend & Returns

Samsara Inc. (IOT) has a return on equity (ROE) of -0.7%. Negative ROE indicates the company is unprofitable.

Samsara Inc. (IOT) generated $207.4M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

Explore More IOT

Samsara Inc. (IOT) financial analysis — history, returns, DCA and operating performance tools

Total Return Calculator

Historical returns with dividends reinvested

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DCA Calculator

Dollar cost averaging vs lump sum

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Dividend History

Yield, growth, payout safety & DRIP

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Earnings History

EPS trends, net income & profitability

→

Price History

Long-term charts & historical price data

→

Revenue History

Sales growth patterns & revenue breakdown

→

Financial Ratios

30 years of market, efficiency and balance-sheet ratios

→

Valuation

DCF intrinsic value, peer multiples & estimates

→
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