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Owlet (OWLT) earnings and revenue breakdown
Latest: Q2 2026 · 10-Q filed Aug 14, 2026 · Owlet (OWLT) Q2 2026 earnings results →
Q2 2026 Revenue up 30% year over year to $33.9M · 2¢ of every $1 of revenue lost · operating margin 5.1%
Owlet made $33.9M in Q2 2026 (+30% Y/Y): Hardware $30.6M, Subscription $3.2M. Operating margin 5.1%, net loss $620K. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 14, 2026.
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 $33.9M in Q2 2026, up 30% year over year and up 51% from the previous quarter. Hardware was the largest line at 90% of revenue. Hardware added $5.4M year over year (up 22%), 70% of the total change.
Gross margin was 64.4%, up 13.1 points from Q2 2025. Operating profit was $1.7M, a 5.1% margin (up 11.6 points year over year). Operating expenses grew 33% against revenue growth of 30%. The fastest-growing cost line was Sales & marketing (+38%). The quarter ended with a net loss of $620K, narrower than the previous quarter's $3.2M loss. Net interest and other expense of $2.4M was the main reason.
Operating cash flow was −$92K. Non-cash charges added back $211K of depreciation and amortization and $3.2M of share-based compensation. Working capital and other items used $2.9M. Capital expenditures of $539K exceeded it, leaving free cash flow of −$631K.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10-Q | Aug 14, 2026 | $33.9M | +30% | 5.1% | −$620K | −$92K |
| Q1 2026 | 10-Q | May 11, 2026 | $22.5M | +4% | -24.1% | −$3.2M | −$5.0M |
| Q4 2025 | 10-K | Mar 9, 2026 | $26.6M | +34% | -18.4% | −$9.1M | −$452K |
| Q3 2025 | 10-Q | Nov 13, 2025 | $32.0M | +45% | 4.0% | $4.2M | −$2.2M |
| Q2 2025 | 10-Q | Aug 8, 2025 | $26.1M | +26% | -7.4% | −$37.4M | −$2.2M |
| Q1 2025 | 10-Q | May 8, 2025 | $21.6M | +46% | -12.4% | $3.0M | −$5.9M |
| Q4 2024 | 10-K | Mar 11, 2025 | $19.8M | -6% | -39.8% | −$9.2M | $3.0M |
Charts
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💵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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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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Customers and suppliers named in filings
Buys from
- BHE · Stated in 10-K (named, share not stated) · source
- AAPL · Stated in 10-K (named, share not stated) · source
- GOOGL · Stated in 10-K (named, share not stated) · source
About Owlet
Owlet is a leading pediatric health platform and the only company globally to offer U.S. FDA-cleared and internationally medically-certified wearable pediatric monitors for home use. By delivering hospital-grade technology through a consumer-friendly interface, we bridge the critical gap between clinical care and the home. Our ecosystem—comprising clinically tested monitoring systems, an integrated video platform, and an intuitive mobile app—supports families from "night one" and throughout the most challenging parts of the parenting journey. Since 2012, more than 2.5 million parents have trusted Owlet to provide the real-time insights in support of their child's well-being and to promote restful sleep for the entire family.
In its own words, from its 10-K, filed Mar 9, 2026.
Owlet against its Measuring & Controlling Devices, NEC peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +30% against the peers' median +9%. Operating margin: 5.1% against the peers' median 6.2%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| OWLT Owlet | Q2 2026 | $33.9M | +30% | 5.1% |
| TMO Thermo Fisher Scientific | Q3 2026 | $12.1B | +9% | 18.6% |
| ROK Rockwell Automation | Q4 FY26 | $2.3B | +0.7% | 18.6% |
| TRMB Trimble | Q3 2026 | $967M | +7% | 14.7% |
| ONTO Onto Innovation | Q2 2026 | $343M | +35% | 18.5% |
| MIR Mirion Technologies | Q3 2026 | $278M | +24% | 6.2% |
| GEOS Geospace Technologies | Q3 FY26 | $15.8M | -36% | -64.1% |
| BCHT Birchtech | Q2 2026 | $3.8M | +16% | -42.8% |
| US Nuclear | Q1 2026 | $352K | -26% | -41.4% |
Source: Owlet 10-Q on SEC EDGAR · CIK 1816708 · Measuring & Controlling Devices, NEC
13F: who owns OWLT and who is buying
More on OWLT
History
Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results · Q4 2024 results