Powerfleet, Inc. (DE:3LO)
NASDAQ:3LO
Earnings Data
Report Date
Aug 20, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
-0.01Last Year’s EPS
-0.07Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presented a strongly positive operational and financial momentum story: double-digit revenue growth (22%), material adjusted EBITDA expansion (44%), margin improvement, delivery of $34M in synergies, a major public sector contract (South Africa), and improved cash generation and leverage. Management is guiding to continued revenue and EBITDA growth for FY2027 with a target for significant positive free cash flow. Against these positives, there are real near-term challenges: FY2026 remained GAAP net loss negative due to interest expense, free cash flow for FY2026 was still negative, the South Africa rollout and new partnerships are front‑loaded and timing-sensitive, and management expects upfront investments and restructuring costs that will compress first-half margins. Overall, the positives — including delivered synergies, durable recurring revenue mix, margin expansion, and constructive guidance — materially outweigh the near-term execution and timing risks.Company Guidance
Strong Full-Year and Q4 Revenue Growth with Recurring Services Momentum
Total revenue grew 22% to $443.8M in FY2026; Q4 revenue was $114.5M, up 11% year-over-year and +1% sequentially. Services revenue (the high-margin recurring engine) reached $360M and represented 81% of total revenue (up from 76% in FY2025); services grew 14% in Q4. ARR increased ~13% year-over-year.
Material Adjusted EBITDA Growth and Margin Expansion
Adjusted EBITDA for FY2026 grew 44% to $97M with margins expanding ~330 basis points to 21.9%. Q4 adjusted EBITDA was $26.4M, up 42% year-over-year, with margins of 23.1% (a ~5 percentage point increase YoY).
GAAP Operating Profitability and Improved Net Loss
The company turned GAAP operating income positive at $19.6M for FY2026 (versus an operating loss the prior year). GAAP net loss narrowed substantially (full-year net loss improved ~60% to -$20.6M; Q4 net loss was -$2.7M versus -$12.4M a year ago).
Improving Cash Generation and Deleveraging
Free cash flow swung meaningfully during the year: full-year FCF was -$9.5M, a $27.6M improvement from -$37.1M in FY2025. The second half of FY2026 generated +$4.1M FCF after a -$13.7M first half. Net leverage improved to 2.47x from 3.39x (nearly a full turn of deleveraging).
Large Enterprise Wins and Growing High-Value Product Mix
Secured landmark enterprise contracts (multimillion deals with a top-3 global food & beverage company and a major global manufacturer). Signed National Treasury (South Africa) contract with anticipated 5-year TCV of $100M-$120M once fully implemented; 60,000 assets in deployment planning. AI Video bookings grew >50% in FY2026 and On-Site revenue grew 39%. On-Site and AI Video represent 65% of the FY2027 pipeline (up from 50%).
Delivered Integration Synergies and Planned Optimization
Delivered >$34M in annualized cost synergies on time and in full across the integration. Management expects an additional ~$12M in annualized efficiencies in FY2027 from organization simplification, product rationalization, and AI/automation efforts.
Expanding Strategic Partnerships and Channels
Expanded go-to-market reach via high-impact channel partners (AT&T, Telus, MTN) and announced a new strategic partnership with Accenture as a safety solutions innovation partner — creating a potential enterprise sales amplifier.
Confident FY2027 Guidance with Cash Generation Target
FY2027 guidance: revenue $485M-$490M (~10% growth at midpoint), services revenue >$400M, adjusted EBITDA $122M-$125M (~27% growth at midpoint) and margin guidance ~25%, and expected positive free cash flow of $30M-$35M for the year with GAAP net income expected in the second half.
DE:3LO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:3LO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 15, 2026 | €3.54 | €3.64 | +2.91% |
Feb 09, 2026 | €3.80 | €4.04 | +6.32% |
Nov 10, 2025 | €3.98 | €4.54 | +14.07% |
Aug 11, 2025 | €3.32 | €3.56 | +7.23% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Powerfleet, Inc. (DE:3LO) report earnings?
Powerfleet, Inc. (DE:3LO) is schdueled to report earning on Aug 20, 2026, After Close (Confirmed).
What is Powerfleet, Inc. (DE:3LO) earnings time?
Powerfleet, Inc. (DE:3LO) earnings time is at Aug 20, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of Powerfleet, Inc. stock?
The P/E ratio of Powerfleet is N/A.
What is DE:3LO EPS forecast?
DE:3LO EPS forecast for the fiscal quarter 2027 (Q1) is -0.01.