For the twelve months ended Aug 1, 2026, Samsara Inc. reported $1.85B of revenue and $90.55M of net income.
IOT revenue was $508.44M in fiscal Q2 2027 (ended Aug 1, 2026), up 29.9% from a year earlier and up 6.2% from the prior quarter. For the full fiscal 2026 it was $1.62B, up 29.6% from fiscal 2025. Compound annual growth was +45.3% over 5 years. It rose in each of the last 5 fiscal years. Fiscal 2026 is the highest of the 6 fiscal years on file.
IOT net income was $16.24M in fiscal Q2 2027 (ended Aug 1, 2026), compared with -$16.80M a year earlier and down 63.5% from the prior quarter. For the full fiscal 2026 it was -$9.12M, compared with -$154.91M in fiscal 2025.
IOT diluted EPS was $0.03 in fiscal Q2 2027 (ended Aug 1, 2026), compared with -$0.03 a year earlier and down 62.5% from the prior quarter. For the full fiscal 2026 it was -$0.02, compared with -$0.28 in fiscal 2025.
IOT free cash flow was $64.74M in fiscal Q2 2027 (ended Aug 1, 2026), up 46.5% from a year earlier and down 11.5% from the prior quarter. For the full fiscal 2026 it was $207.44M, up 86.1% from fiscal 2025. Fiscal 2026 is the highest of the 6 fiscal years on file.
| Line item | Jan 31, 2026 | Feb 1, 2025 | Feb 3, 2024 | Jan 28, 2023 | Jan 29, 2022 | Jan 30, 2021 |
|---|---|---|---|---|---|---|
| Revenue | $1.62B | $1.25B | $937.38M | $652.54M | $428.35M | $249.91M |
| Cost of revenue | $376.55M | $298.32M | $247.03M | $182.66M | $124.48M | $75.39M |
| Gross profit | $1.24B | $950.88M | $690.35M | $469.89M | $303.86M | $174.51M |
| Research and development | $344.59M | $299.72M | $258.58M | $187.41M | $205.13M | $99.74M |
| Selling, general and admin | $266.29M | $234.61M | $195.04M | $170.78M | $159.84M | $75.22M |
| Operating income | -$52.58M | -$189.97M | -$323.35M | -$259.45M | -$353.85M | -$209.48M |
| Pre-tax income | $906.0K | -$150.41M | -$283.38M | -$243.84M | -$353.85M | -$210.12M |
| Income tax | $10.02M | $4.49M | $3.34M | $3.59M | $1.17M | $87.0K |
| Net income | -$9.12M | -$154.91M | -$286.73M | -$247.42M | -$355.02M | -$210.21M |
| EPS, basic | -$0.02 | -$0.28 | -$0.54 | -$0.48 | -$1.28 | -$0.92 |
| EPS, diluted | -$0.02 | -$0.28 | -$0.54 | -$0.48 | -$1.28 | -$0.92 |
| Diluted shares | 573.5M | 556.3M | 534.9M | 514.3M | 277.5M | 239.3M |
| Line item | Jan 31, 2026 | Feb 1, 2025 | Feb 3, 2024 | Jan 28, 2023 | Jan 29, 2022 | Jan 30, 2021 |
|---|---|---|---|---|---|---|
| Cash and equivalents | $318.79M | $245.79M | $154.74M | $223.77M | $944.31M | $434.31M |
| Receivables | $321.44M | $234.02M | $161.83M | $122.87M | $81.99M | - |
| Inventory | $48.19M | $38.91M | $22.24M | $40.57M | $33.07M | - |
| Current assets | $1.51B | $1.21B | $886.96M | $957.53M | $1.10B | - |
| Total assets | $2.54B | $2.02B | $1.73B | $1.62B | $1.57B | - |
| Current liabilities | $917.04M | $761.35M | $591.82M | $442.16M | $338.28M | - |
| Total liabilities | $1.12B | $955.11M | $819.70M | $678.99M | $578.98M | - |
| Shareholders' equity | $1.42B | $1.07B | $915.15M | $938.02M | $988.95M | -$532.80M |
| Line item | Jan 31, 2026 | Feb 1, 2025 | Feb 3, 2024 | Jan 28, 2023 | Jan 29, 2022 | Jan 30, 2021 |
|---|---|---|---|---|---|---|
| Operating cash flow | $236.21M | $131.66M | -$11.81M | -$103.02M | -$171.48M | -$171.77M |
| Capital expenditures | $28.77M | $20.18M | $10.95M | $33.24M | $19.35M | $32.10M |
| Free cash flow | $207.44M | $111.48M | -$22.77M | -$136.26M | -$190.83M | -$203.87M |
| Investing cash flow | -$189.53M | -$66.62M | -$78.69M | -$631.85M | -$20.04M | -$32.20M |
| Financing cash flow | $29.93M | $27.10M | $21.00M | $14.21M | $701.64M | $401.97M |
| Share repurchases | - | - | $0 | $0 | $5.0K | $61.0K |
| Stock-based compensation | $314.98M | $277.87M | $237.08M | $177.47M | $228.72M | $25.56M |
| Depreciation and amortization | $24.05M | $20.65M | $15.53M | $11.77M | $10.39M | $10.74M |
| Line item | Jan 31, 2026 | Feb 1, 2025 | Feb 3, 2024 | Jan 28, 2023 | Jan 29, 2022 | Jan 30, 2021 |
|---|---|---|---|---|---|---|
| Revenue growth, YoY | 29.6% | 33.3% | 43.7% | 52.3% | 71.4% | - |
| Gross margin | 76.7% | 76.1% | 73.6% | 72.0% | 70.9% | 69.8% |
| Operating margin | -3.2% | -15.2% | -34.5% | -39.8% | -82.6% | -83.8% |
| Net margin | -0.6% | -12.4% | -30.6% | -37.9% | -82.9% | -84.1% |
| Free cash flow margin | 12.8% | 8.9% | -2.4% | -20.9% | -44.6% | -81.6% |
| Return on equity | -0.6% | -14.5% | -31.3% | -26.4% | -35.9% | - |
| Return on assets | -0.4% | -7.7% | -16.5% | -15.3% | -22.6% | - |
| Current ratio | 1.64 | 1.59 | 1.50 | 2.17 | 3.25 | - |
| Line item | Aug 1, 2026 | May 2, 2026 | Jan 31, 2026 | Nov 1, 2025 | Aug 2, 2025 | May 3, 2025 | Feb 1, 2025 | Nov 2, 2024 | Aug 3, 2024 | May 4, 2024 | Feb 3, 2024 | Oct 28, 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $508.44M | $478.84M | $444.30M | $415.98M | $391.48M | $366.88M | $346.29M | $321.98M | $300.20M | $280.73M | $276.27M | $237.53M |
| Cost of revenue | $115.86M | $117.70M | $105.92M | $96.96M | $90.50M | $83.17M | $80.30M | $76.03M | $73.36M | $68.63M | $69.02M | $61.59M |
| Gross profit | $392.58M | $361.14M | $338.38M | $319.01M | $300.98M | $283.71M | $265.99M | $245.95M | $226.84M | $212.10M | $207.25M | $175.95M |
| Research and development | $102.56M | $97.57M | $89.52M | $86.22M | $85.61M | $83.24M | $73.28M | $76.99M | $76.48M | $72.97M | $73.43M | $60.82M |
| Selling, general and admin | $67.38M | $52.78M | $63.94M | $66.12M | $67.90M | $68.33M | $57.20M | $62.66M | $57.06M | $57.69M | $55.16M | $48.35M |
| Operating income | $4.88M | $7.20M | $9.02M | -$1.72M | -$26.62M | -$33.26M | -$18.41M | -$47.37M | -$58.19M | -$66.00M | -$123.00M | -$54.77M |
| Pre-tax income | $17.53M | $48.93M | $27.54M | $9.10M | -$15.19M | -$20.53M | -$8.62M | -$37.31M | -$48.57M | -$55.91M | -$111.53M | -$45.39M |
| Income tax | $1.29M | $4.42M | $5.50M | $1.33M | $1.61M | $1.59M | $2.58M | $493.0K | $1.04M | $376.0K | $1.84M | $142.0K |
| Net income | $16.24M | $44.51M | $22.04M | $7.77M | -$16.80M | -$22.12M | -$11.20M | -$37.81M | -$49.61M | -$56.29M | -$113.37M | -$45.53M |
| EPS, basic | $0.03 | $0.08 | $0.04 | $0.01 | -$0.03 | -$0.04 | -$0.02 | -$0.07 | -$0.09 | -$0.10 | -$0.22 | -$0.08 |
| EPS, diluted | $0.03 | $0.08 | $0.04 | $0.01 | -$0.03 | -$0.04 | -$0.02 | -$0.07 | -$0.09 | -$0.10 | -$0.22 | -$0.08 |
| Diluted shares | 590.5M | 587.7M | - | 585.6M | 571.7M | 567.7M | - | 559.0M | 553.9M | 548.7M | - | 537.5M |
| Line item | Aug 1, 2026 | May 2, 2026 | Jan 31, 2026 | Nov 1, 2025 | Aug 2, 2025 | May 3, 2025 | Feb 1, 2025 | Nov 2, 2024 | Aug 3, 2024 | May 4, 2024 | Feb 3, 2024 | Oct 28, 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | $291.39M | $218.99M | $318.79M | $275.11M | $258.47M | $259.02M | $245.79M | $180.59M | $178.70M | $181.67M | $154.74M | $229.78M |
| Receivables | $337.79M | $284.98M | $321.44M | $256.68M | $246.08M | $216.47M | $234.02M | $178.72M | $178.79M | $143.79M | $161.83M | $115.20M |
| Inventory | $57.03M | $52.23M | $48.19M | $54.95M | $47.58M | $37.88M | $38.91M | $39.37M | $38.62M | $30.51M | $22.24M | $27.10M |
| Current assets | $1.57B | $1.48B | $1.51B | $1.26B | $1.19B | $1.13B | $1.21B | $1.04B | $1.04B | $923.73M | $886.96M | $940.88M |
| Total assets | $2.77B | $2.61B | $2.54B | $2.31B | $2.21B | $2.07B | $2.02B | $1.86B | $1.83B | $1.75B | $1.73B | $1.69B |
| Current liabilities | $968.09M | $912.13M | $917.04M | $806.39M | $791.59M | $741.16M | $761.35M | $654.12M | $647.16M | $601.29M | $591.82M | $506.48M |
| Total liabilities | $1.17B | $1.11B | $1.12B | $1.01B | $992.33M | $946.04M | $955.11M | $864.73M | $861.46M | $825.54M | $819.70M | $735.44M |
| Shareholders' equity | $1.60B | $1.51B | $1.42B | $1.30B | $1.21B | $1.13B | $1.07B | $999.13M | $964.68M | $923.89M | $915.15M | $950.93M |
| Line item | Aug 1, 2026 | May 2, 2026 | Jan 31, 2026 | Nov 1, 2025 | Aug 2, 2025 | May 3, 2025 | Feb 1, 2025 | Nov 2, 2024 | Aug 3, 2024 | May 4, 2024 | Feb 3, 2024 | Oct 28, 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $73.52M | $81.41M | $69.73M | $63.70M | $50.16M | $52.61M | $53.86M | $36.01M | $18.12M | $23.67M | -$41.88M | $11.89M |
| Capital expenditures | $8.78M | $8.24M | $8.02M | $7.86M | $5.97M | $6.92M | $5.35M | $4.78M | $4.99M | $5.06M | $2.10M | $3.35M |
| Free cash flow | $64.74M | $73.18M | $61.72M | $55.84M | $44.19M | $45.69M | $48.51M | $31.24M | $13.13M | $18.61M | -$43.97M | $8.53M |
| Investing cash flow | $19.67M | -$149.19M | -$54.82M | -$48.27M | -$68.16M | -$18.29M | $482.0K | -$33.87M | -$36.29M | $3.05M | -$42.65M | -$1.45M |
| Financing cash flow | -$18.98M | -$34.43M | $12.02M | -$139.0K | $18.40M | -$356.0K | $11.49M | -$367.0K | $15.67M | $312.0K | $8.98M | -$236.0K |
| Stock-based compensation | $96.39M | $77.47M | $78.93M | $77.84M | $81.14M | $77.08M | $69.02M | $72.59M | $71.60M | $64.66M | $64.69M | $59.79M |
| Depreciation and amortization | $8.41M | $7.93M | $7.43M | $6.08M | $5.40M | $5.14M | $4.80M | $6.76M | $4.63M | $4.46M | $4.69M | $3.65M |
| Line item | Aug 1, 2026 | May 2, 2026 | Jan 31, 2026 | Nov 1, 2025 | Aug 2, 2025 | May 3, 2025 | Feb 1, 2025 | Nov 2, 2024 | Aug 3, 2024 | May 4, 2024 | Feb 3, 2024 | Oct 28, 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue growth, YoY | 29.9% | 30.5% | 28.3% | 29.2% | 30.4% | 30.7% | 25.3% | 35.6% | 36.9% | 37.4% | 48.1% | 39.9% |
| Gross margin | 77.2% | 75.4% | 76.2% | 76.7% | 76.9% | 77.3% | 76.8% | 76.4% | 75.6% | 75.6% | 75.0% | 74.1% |
| Operating margin | 1.0% | 1.5% | 2.0% | -0.4% | -6.8% | -9.1% | -5.3% | -14.7% | -19.4% | -23.5% | -44.5% | -23.1% |
| Net margin | 3.2% | 9.3% | 5.0% | 1.9% | -4.3% | -6.0% | -3.2% | -11.7% | -16.5% | -20.1% | -41.0% | -19.2% |
| Free cash flow margin | 12.7% | 15.3% | 13.9% | 13.4% | 11.3% | 12.5% | 14.0% | 9.7% | 4.4% | 6.6% | -15.9% | 3.6% |
| Current ratio | 1.62 | 1.62 | 1.64 | 1.56 | 1.50 | 1.53 | 1.59 | 1.59 | 1.61 | 1.54 | 1.50 | 1.86 |
Source: XBRL data Samsara Inc. files with the SEC, latest filing dated Sep 8, 2026 (see filings on SEC EDGAR). Provided for information only, not investment advice. Check the filing before relying on a number.
* Worked out from the filings rather than stated in them: Q4 is the full year less the first nine months.
Per-share figures are as filed. The filings show no stock split in these periods.
EPS growth is left out where the share count moved enough to suggest a split the filings do not show. Growth rates need a positive starting figure. CAGR is compound annual growth between fiscal years. The CSV holds every period on file, in full figures, from the same SEC filings.
| Company | Revenue | Growth | Net income | Net margin | Market cap |
|---|---|---|---|---|---|
| IOT | $1.85B | +29.5% | $90.55M | 4.9% | $24.00B |
| ADP | $22.26B | +6.5% | $4.53B | 20.3% | $119.75B |
| INFY | $20.16B | +4.6% | $3.31B | 16.4% | $50.70B |
| WDAY | $10.15B | +13.3% | $1.25B | 12.3% | $46.49B |
| ZS | $3.35B | +25.4% | -$63.18M | -1.9% | $32.23B |
| CTSH | $21.89B | +5.0% | $2.57B | 11.8% | $28.93B |
| VRSN | $1.73B | +6.5% | $849.80M | 49.1% | $27.69B |
| VRSK | $3.18B | +4.9% | $879.20M | 27.7% | $26.63B |
| WIT | ₹926.24B | +4.0% | ₹131.97B | 14.2% | $21.39B |