PowerFleet, Inc.

NasdaqGM:AIOT 주식 리포트

시가총액: US$521.9m

PowerFleet 과거 순이익 실적

과거 기준 점검 0/6

PowerFleet 의 수입은 연평균 -30.2%의 비율로 감소해 온 반면, Electronic 산업은 연평균 3.8%의 비율로 증가했습니다. 매출은 연평균 30.6%의 비율로 증가해 왔습니다.

핵심 정보

-30.23%

순이익 성장률

-1.61%

주당순이익(EPS) 성장률

Electronic 산업 성장률15.34%
매출 성장률30.64%
자기자본이익률-6.25%
순이익률-7.00%
다음 순이익 업데이트15 Jun 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Jun 08

AIOT: Canadian Fleet Safety Rollout Will Support Bullish Outlook

Analysts have maintained their PowerFleet fair value estimate at $13.00, making only modest adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E that support the unchanged target. What's in the News PowerFleet and TELUS agreed to a partnership to introduce the Vision 360 AI-driven vehicle safety solution in Canada, targeting commercial fleets and supporting compliance with Transport Canada’s 2027 perimeter visibility mandate for new school buses.
내러티브 업데이트 May 25

AIOT: AI Video SaaS Expansion Will Support Bullish Outlook

Analysts have maintained their $13.00 price target on PowerFleet, keeping their view steady as they adjust underlying assumptions around discount rate, revenue growth, profit margin and future P/E expectations. What's in the News PowerFleet launched Vision 360 Plus, an AI-powered multi-camera 360° video solution aimed at improving operational visibility and driver safety, with a focus on blind spots and limited visibility in fleets (Key Developments).
내러티브 업데이트 Apr 27

AIOT: South Africa Public Sector Rollout Will Support Bullish Outlook

Analysts have modestly adjusted their outlook on PowerFleet, with the updated price target now set at $13.00. This reflects refined assumptions around revenue growth, profit margins and future P/E levels.
내러티브 업데이트 Apr 11

AIOT: South Africa Public Sector Contract Will Drive Bullish Reassessment

Analysts have kept their price target for PowerFleet steady at $13.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that together still point to the same fair value estimate. What's in the News PowerFleet updated its full-year 2026 earnings guidance, with revenue now expected to be in the range of US$440m to US$445m, compared with prior guidance of US$435m to US$445m (Corporate Guidance).
Seeking Alpha Apr 10

PowerFleet: Product Mix Can Help It Become Profitable

Summary PowerFleet is an AIoT SaaS platform with strong recurring revenue but ongoing profitability challenges and significant debt from recent acquisitions. Recent acquisitions of MiX Telematics and Fleet Complete boosted revenues above $400 million, with over $300 million from high-margin recurring SaaS, but growth has since stalled. Adjusted EBITDA is rising, but high SG&A from integration and $193 million in debt keep GAAP profitability elusive; interest expense was $6.8 million last quarter. FY26 guidance calls for 10% revenue growth, $440–$445 million total revenue, 45% adjusted EBITDA growth, and net leverage improving to 2.4x. Read the full article on Seeking Alpha
내러티브 업데이트 Mar 28

AIOT: 2026 Top Pick Status And South Africa Contract Will Drive Reassessment

Analysts have modestly adjusted their PowerFleet outlook, keeping fair value steady at $13.00 while refining assumptions around discount rate, revenue growth, profit margin, and future P/E in light of its inclusion in several 2026 best-ideas lists and growing confidence in areas such as AI Video and cross-sell traction. Analyst Commentary Recent research indicates that bullish analysts are increasingly constructive on PowerFleet, pointing to execution on its post combination playbook, traction in AI Video, and growing cross sell activity as key drivers for potential value creation.
내러티브 업데이트 Mar 14

AIOT: 2026 Top Pick Status And New Wins Will Drive Reassessment

Narrative Update on PowerFleet The analyst price target for PowerFleet has been reiterated at $10. Analysts point to its selection as a 2026 Top Pick and its inclusion in multiple best ideas lists, supported by views that recent new logo wins, AI Video traction, cross selling, and telco channel expansion can continue to underpin the current valuation framework.
내러티브 업데이트 Feb 27

AIOT: 2026 Top Pick Momentum Will Drive Reassessment

Analysts are reiterating a $13.00 price target for PowerFleet, pointing to its inclusion on multiple 2026 top ideas lists and confidence that momentum in new customer wins, AI Video offerings, cross selling, and indirect telco channel expansion can support this valuation. Analyst Commentary Recent research highlights growing confidence among bullish analysts in PowerFleet’s ability to execute on its post combination plan, with particular attention on how new customer wins, AI Video offerings, cross selling, and indirect telco channel activity could support the current valuation framework.
내러티브 업데이트 Feb 13

AIOT: South Africa Public Sector Rollout Will Drive Reassessment

Narrative update on PowerFleet The analyst price target for PowerFleet has shifted from $15.00 to $13.00 as analysts factor in updated assumptions on growth, margins, discount rate and a higher future P/E multiple. They also point to recent recognition as a 2026 Top Pick and inclusion on best ideas lists as support for the company’s execution and positioning.
분석 기사 Feb 12

PowerFleet, Inc. (NASDAQ:AIOT) Looks Inexpensive After Falling 28% But Perhaps Not Attractive Enough

PowerFleet, Inc. ( NASDAQ:AIOT ) shares have had a horrible month, losing 28% after a relatively good period...
분석 기사 Feb 05

Does PowerFleet (NASDAQ:AIOT) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Oct 12

Here's Why PowerFleet (NASDAQ:AIOT) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Sep 20

A Piece Of The Puzzle Missing From PowerFleet, Inc.'s (NASDAQ:AIOT) 25% Share Price Climb

PowerFleet, Inc. ( NASDAQ:AIOT ) shares have had a really impressive month, gaining 25% after a shaky period...
분석 기사 Jun 14

It's Down 26% But PowerFleet, Inc. (NASDAQ:AIOT) Could Be Riskier Than It Looks

PowerFleet, Inc. ( NASDAQ:AIOT ) shareholders that were waiting for something to happen have been dealt a blow with a...
User avatar
새로운 내러티브 May 06

AT&T And TELUS Partnerships Will Expand Market Reach

The strategic focus on AI and safety solutions, along with expanded R&D efforts, positions PowerFleet for growth and increased market share with higher-margin offerings.
분석 기사 Apr 09

Not Many Are Piling Into PowerFleet, Inc. (NASDAQ:AIOT) Stock Yet As It Plummets 26%

PowerFleet, Inc. ( NASDAQ:AIOT ) shareholders that were waiting for something to happen have been dealt a blow with a...
분석 기사 Mar 03

Would PowerFleet (NASDAQ:AIOT) Be Better Off With Less Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha Feb 18

Powerfleet: A Great Story, But I'll Pass

Summary I love a good growth story, but PowerFleet, Inc.’s numbers don’t match the excitement. The company’s debt level is too high for my liking, making me uneasy about its future. Acquisitions have inflated its revenue growth, and I prefer more organic expansion. With AIOT free cash flow still negative, I’d rather put my money elsewhere for now. Read the full article on Seeking Alpha
분석 기사 Feb 11

Revenues Tell The Story For PowerFleet, Inc. (NASDAQ:AIOT) As Its Stock Soars 38%

PowerFleet, Inc. ( NASDAQ:AIOT ) shares have continued their recent momentum with a 38% gain in the last month alone...
Seeking Alpha Dec 26

PowerFleet: An Affordable Samsara Competitor

Summary The Industrial IoT market is growing rapidly, driven by AI and robotics, presenting a significant opportunity for multiple winners. PowerFleet offers a compelling investment opportunity with a competitive portfolio, an expanding market presence, and a diversified growth strategy. PowerFleet's valuation is significantly lower than market leader Samsara's, presenting an asymmetric investment opportunity with a potential 160% upside. Read the full article on Seeking Alpha
분석 기사 Nov 10

What You Can Learn From PowerFleet, Inc.'s (NASDAQ:AIOT) P/S

When you see that almost half of the companies in the Electronic industry in the United States have price-to-sales...
분석 기사 Aug 11

PowerFleet, Inc.'s (NASDAQ:PWFL) 28% Dip In Price Shows Sentiment Is Matching Revenues

PowerFleet, Inc. ( NASDAQ:PWFL ) shareholders that were waiting for something to happen have been dealt a blow with a...
분석 기사 Jun 28

Is PowerFleet (NASDAQ:PWFL) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Mar 10

PowerFleet (NASDAQ:PWFL) Is Making Moderate Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Aug 11

Does PowerFleet (NASDAQ:PWFL) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Aug 08

PowerFleet Non-GAAP EPS of $0.03 beats by $0.08, revenue of $34.6M beats by $0.24M

PowerFleet press release (NASDAQ:PWFL): Q2 Non-GAAP EPS of $0.03 beats by $0.08. Revenue of $34.6M (+3.3% Y/Y) beats by $0.24M.

매출 및 비용 세부 내역

PowerFleet가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGM:AIOT 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Dec 25433-3019319
30 Sep 25426-4117919
30 Jun 25391-3917418
31 Mar 25363-5116316
31 Dec 24293-5813813
30 Sep 24221-5012311
30 Jun 24178-558810
31 Mar 24135-39659
31 Dec 23134-17658
30 Sep 23132-9678
30 Jun 23132-7668
31 Mar 23135-4657
31 Dec 22136-17638
30 Sep 22136-176410
30 Jun 22131-186111
31 Mar 22130-195812
31 Dec 21126-225611
30 Sep 21121-145411
30 Jun 21120-115210
31 Mar 21112-125010
31 Dec 20114-145211
30 Sep 20119-155511
30 Jun 20109-165011
31 Mar 2099-144310
31 Dec 1982-12349
30 Sep 1958-10267
30 Jun 1955-8257
31 Mar 1953-7257
31 Dec 1853-6257
30 Sep 1853-4236
30 Jun 1850-4225
31 Mar 1846-3215
31 Dec 1741-4205
30 Sep 1739-5195
30 Jun 1736-7195
31 Mar 1734-8195
31 Dec 1637-6195
30 Sep 1638-5194
30 Jun 1640-5194
31 Mar 1641-7214
31 Dec 1542-10235
30 Sep 1544-14256
30 Jun 1546-14267

양질의 수익: AIOT 은(는) 현재 수익성이 없습니다.

이익 마진 증가: AIOT는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: AIOT은 수익성이 없으며 지난 5년 동안 손실이 연평균 30.2% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 AIOT의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: AIOT은 수익성이 없어 지난 해 수익 성장률을 Electronic 업계(10.6%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: AIOT는 현재 수익성이 없으므로 자본 수익률이 음수(-6.25%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/10 18:00
종가2026/06/10 00:00
수익2025/12/31
연간 수익2025/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

PowerFleet, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gary PrestopinoBarrington Research Associates, Inc.
Michael NicholsB. Riley Securities, Inc.
Thomas WalkleyCanaccord Genuity