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SmartRent (SMRT) guidance and outlook
SmartRent (SMRT) gave its guidance on Nov 4, 2026: Revenue +15% to +20% for Q4 2026; Revenue +20% to +25% for Q4 2026; EBITDA +450% to +650% for Q4 2026. SmartRent's 10-Q filed Nov 4, 2026 makes 27 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | +15% to +20% | new |
| Revenue | Q4 2026 | +20% to +25% | new |
| EBITDA | Q4 2026 | +450% to +650% | new |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- Our ability to successfully execute against these strategic initiatives is expected to be a significant driver of our future operating performance.
- In the first quarter of 2026, we introduced Vision 2028, a focused three-year strategy that outlines how we believe we will extend our market leadership and create long-term value for our stakeholders.
- We define Units Booked as the aggregate number of Hub Device units subject to binding orders executed during a stated measurement period that are expected to result in a New Unit Deployed.
- We utilize the concept of Units Booked to measure the estimated near-term resource demand and the resulting approximate range of post-delivery revenue that we will earn and record.
- We utilize Bookings to measure revenue expected to be earned in future periods from orders contracted during the current period.
- We record revenue as earned when control of these products and services is transferred to the customer in an amount that reflects the consideration we expect to collect for those products and services.
- We do not expect to deploy any more non-distinct Hub Devices.
- We expect the cost of revenue to increase in absolute dollars in future periods commensurate with increases in the volume of our business.
- We expect an increase in cost of hardware revenue in absolute dollars in future periods commensurate with increases in the volume of our business.
- We expect an increase in cost of professional services revenue in absolute dollars in future periods commensurate with increases in the volume of our business.
- In future periods, we expect the cost of Hosted Services revenue to increase in absolute dollars at a rate that is lower than the corresponding increase in Hosted Services revenue.
- We begin amortizing capitalized costs when a project is ready for its intended use, and we periodically reassess the estimated useful life of a project considering the effects of obsolescence, technology, competition and other economic factors which may result in a shorter remaining life.
SmartRent's latest quarter
SmartRent, Q3 2026: revenue $41.6M (+15% year over year), operating margin -11.6%, net loss $3.9M, operating cash flow $2.9M. The chart follows the revenue to costs, profit and cash.
Questions
Did SmartRent raise or lower its guidance?
SmartRent (SMRT) gave its guidance on Nov 4, 2026: Revenue +15% to +20% for Q4 2026; Revenue +20% to +25% for Q4 2026; EBITDA +450% to +650% for Q4 2026.
What does SmartRent expect?
Our ability to successfully execute against these strategic initiatives is expected to be a significant driver of our future operating performance. In the first quarter of 2026, we introduced Vision 2028, a focused three-year strategy that outlines how we believe we will extend our market leadership and create long-term value for our stakeholders. We define Units Booked as the aggregate number of Hub Device units subject to binding orders executed during a stated measurement period that are expected to result in a New Unit Deployed.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.