Impinj Reports Third Quarter 2026 Financial Results
Impinj reported Q3 2026 revenue of $112.1 million, a quarterly record and up roughly 17% from $96.1 million a year ago. The company swung to GAAP net income of $4.7 million ($0.15 per diluted share) from a $12.8 million loss last year, with adjusted EBITDA of $24.5 million and quarterly free cash flow of $20.6 million. CEO Chris Diorio credited M800 chip strength, resilient retail demand, lighthouse-account growth, and Gen2X momentum for the record results.
Key figures
- Eps
- 0.15
- Revenue
- 112100000
- Guidance
- Q4 2026: revenue $104.0M-$107.0M; GAAP net income $1.2M-$2.7M ($0.04-$0.08 per diluted share); non-GAAP net income $17.6M-$19.1M ($0.55-$0.60 per diluted share); adjusted EBITDA $19.2M-$20.7M
- Revenue Yoy
- 16.7%
- Non gaap eps
- 0.69
- Adjusted ebitda
- 24500000
- Gaap net income
- 4700000
- Free cash flow q3
- 20588000
- Gaap gross margin
- 52.8%
- Non gaap net income
- 22100000
- Non gaap gross margin
- 54.9%
- Free cash flow nine months
- 52006000
AI analysis
Red flags1 · Pro
The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.
AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.