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Samsara (IOT) earnings and revenue breakdown

Latest: Q2 FY27 · 10-Q filed Sep 8, 2026 · Samsara (IOT) Q2 FY27 earnings results →

Q2 FY27 Revenue up 30% year over year to $508M · 3¢ of every $1 of revenue kept as net profit · operating margin 1.0%

Samsara made $508M in Q2 FY27 (+30% Y/Y): Subscription revenue $500M, Other revenue $8.7M. Operating margin 1.0%, net earnings $16.2M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Sep 8, 2026.

Revenue$508M
Year over year+30%
Operating margin1.0%
Net earnings$16.2M
Operating cash flow$73.5M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $508.4M in Q2 FY27, up 30% year over year and up 6% from the previous quarter. Subscription revenue was the largest line at 98% of revenue. Subscription revenue added $115.9M year over year (up 30%), 99% of the total change.

Gross margin was 77.2%, up 0.3 points from Q2 FY26. Operating profit was $4.9M, a 1.0% margin (up 7.8 points year over year). Operating expenses grew 18% against revenue growth of 30%. The fastest-growing cost line was Sales & marketing (+25%). Net earnings were $16.2M. The effective tax rate was 7.3%. Non-operating items added $12.7M, 72% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was $73.5M (up 47% year over year), 453% of net earnings. Non-cash charges added back $8.4M of depreciation and amortization and $96.4M of share-based compensation. Working capital and other items used $47.5M. Capital expenditures of $8.8M left free cash flow of $64.7M.

Quarterly history

Samsara revenue by quarterSamsara revenue by quarter$346MQ4 FY25$367MQ1 FY26$391MQ2 FY26$416MQ3 FY26$444MQ4 FY26$479MQ1 FY27$508MQ2 FY27
Samsara net earnings by quarterSamsara net earnings by quarter−$11.2MQ4 FY25−$22.1MQ1 FY26−$16.8MQ2 FY26$7.8MQ3 FY26$22.0MQ4 FY26$44.5MQ1 FY27$16.2MQ2 FY27
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 FY2710-QSep 8, 2026$508M+30%1.0%$16.2M$73.5M
Q1 FY2710-QJun 9, 2026$479M+30%1.5%$44.5M$81.4M
Q4 FY2610-KMar 16, 2026$444M+28%2.0%$22.0M$69.7M
Q3 FY2610-QDec 9, 2025$416M+29%-0.4%$7.8M$63.7M
Q2 FY2610-QSep 9, 2025$391M+30%-6.8%−$16.8M$50.2M
Q1 FY2610-QJun 10, 2025$367M+31%-9.1%−$22.1M$52.6M
Q4 FY2510-KMar 25, 2025$346M+25%-5.3%−$11.2M$53.9M

Charts

Samsara: revenue growth, year over year and quarter over quarterSamsara: revenue growth, year over year and quarter over quarterY/YQ/Q+25%Q4 FY25+31%+6%Q1 FY26+30%+7%Q2 FY26+29%+6%Q3 FY26+28%+7%Q4 FY26+30%+8%Q1 FY27+30%+6%Q2 FY27
Latest (Q2 FY27): Y/Y +30%, Q/Q +6%.
Samsara: where the cash came from (+) and went (−), TTM to Q2 FY27Samsara: where the cash came from (+) and went (−), TTM to Q2 FY27Operating cash flow$288MOther investing−$200MOther financing−$70.8MCapital spending−$32.9MShares issued$29.2MCash drawn (+) / kept (−)−$13.0MExchange rates−$1.2M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Samsara: profit against cash, quarter by quarterSamsara: profit against cash, quarter by quarterNet incomeOperating cash flow−$37.8M$36.0MQ3 FY25−$11.2M$53.9MQ4 FY25−$22.1M$52.6MQ1 FY26−$16.8M$50.2MQ2 FY26$7.8M$63.7MQ3 FY26$22.0M$69.7MQ4 FY26$44.5M$81.4MQ1 FY27$16.2M$73.5MQ2 FY27
Latest (Q2 FY27): Net income $16.2M, Operating cash flow $73.5M.
Samsara: diluted shares by fiscal year (split-adjusted)Samsara: diluted shares by fiscal year (split-adjusted)479MFY21555MFY22514MFY23535MFY24556MFY25573MFY26
+19.8% since FY21: more shares outstanding (issuance, stock pay); earlier years scaled for the 2-for-1 split before FY23.
Samsara in its industry: growth against margin (40 companies, SIC 7373)Samsara in its industry: growth against margin (40 companies, SIC 7373)revenue growth, year over year →↑ operating marginmedian +9%median 1%LDOSKDCACISAICPSNGDDYOTEXLAWILJKHYUISWAYNTCTRBBNIONQAGYSOSPNTLSSMRTASURWYYSTEMCREXCSPIHCTIQNTDMRCOMQSSLERIMEAURKDKMRLNFUSEODYSVEEAGRHIBNAISUNIDAICIOT (+30%, 1%)
Services-Computer Integrated Systems Design; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Buys from

About Samsara

Samsara is on a mission to increase the safety, efficiency, and sustainability of the operations that power the global economy. To realize this vision, we pioneered the Connected Operations Platform, which is an open platform that connects the people, assets, and systems of some of the world’s most complex operations, allowing them to develop actionable insights and improve their operations.

In its own words, from its 10-K, filed Mar 16, 2026.

Samsara against its Services-Computer Integrated Systems Design peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +30% against the peers' median +4%. Operating margin: 1.0% against the peers' median 10.0%.

CompanyQuarterRevenueY/YOp. margin
IOT SamsaraQ2 FY27$508M+30%1.0%
LDOS Leidos HoldingsQ3 2026$4.6B+4%11.9%
KD Kyndryl HoldingsQ2 FY27$3.7B-2%3.1%
CACI CACI InternationalQ3 2026$2.5B+8%10.0%
SAIC Science Applications InternationalQ2 FY27$1.9B+6%8.1%
PSN ParsonsQ3 2026$1.7B+2%6.3%
GDDY GoDaddyQ3 2026$1.3B+6%27.0%
OTEX Open TextQ1 FY27$1.2B-4%20.3%
LAWIL Light & WonderQ3 2026$824M-2%29.4%

Source: Samsara 10-Q on SEC EDGAR · CIK 1642896 · Services-Computer Integrated Systems Design

Guidance and outlook

Samsara Revenue: guidance against what was reportedSamsara Revenue: guidance against what was reportedguided rangereported (above / within / below)Q2 FY26$391MQ3 FY26$416MFY26$1.6BQ4 FY26$444MFY27Q1 FY27$479MQ2 FY27$508MQ3 FY27
Met or beat 9 of 9 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

13F: who owns IOT and who is buying

Largest holders of IOT (13F)Largest holders of IOT (13F)Baillie Gifford$1.8BPrice T Rowe Associates$1.6BVanguard Group$1.2BFMR LLC$856MBlackRock$772MVanguard Portfolio Management LLC$575MVanguard Capital Management LLC$502MMorgan Stanley$400MSands Capital Management, LLC$368MGoldman Sachs Group$328M
Funds' net buying of IOT by quarter (13F)Funds' net buying of IOT by quarter (13F)$393M2024-09$260M2024-12$799M2025-03$1.4B2025-06$473M2025-09$550M2025-12$1.1B2026-03$897M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on IOT

History

Every quarter: Q2 FY27 results · Q1 FY27 results · Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results

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中文版：Samsara（IOT）财报

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