Owlet, Inc. (OWLT) Form 10-Q — Aug 14, 2026
Owlet's Q2 2026 revenue rose 30% year over year to $33.9 million, with subscription revenue up 273% to $3.2 million and gross margin expanding to 64% from 51%. The company swung to positive operating income of $1.7 million versus a $1.7 million operating loss a year earlier, and net loss narrowed to $0.6 million from $37.4 million, which had included a $34.8 million non-cash warrant charge.
Key figures
- Revenue
- 33865000
- Total Debt
- 17063000
- Revenue Yoy
- +29.9% YoY (Q2 2026 vs Q2 2025)
- Total Assets
- 93572000
- Cash Position
- 30948000
- Shares Outstanding
- 29221677
- H1 revenue
- 56321000
- Q2 gross margin
- 64.4% vs 51.3% year-ago
- Q2 gross profit
- 21823000
- Accumulated deficit
- 311071000
- Q2 operating income
- 1740000
- H1 revenue growth yoy
- +18.3%
- Q2 subscription revenue
- 3220000
- Q2 subscription growth yoy
- +273%
- Revolver weighted avg rate
- 5.87% (June 26-30, 2026)
- Implied stock price decline
- $16.19 (Dec 31, 2025) to $5.74 (Jun 30, 2026) per warrant valuation inputs
- Loss on debt extinguishment
- 2209000
- Revolving facility capacity
- 25000000
- Ieepa tariff refunds received
- 3960000
- Revolving facility max expansion
- 35000000
Price after filing
1 day: 0.0%7 days: -21.9%30 days: -29.6%
Close on the filing date to close N calendar days later (from $6.66). Historical, not a forecast.
AI analysis
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