AIOT at a glance
Powerfleet, Inc. (AIOT, SEC CIK 1774170) filed its latest 10-K annual report on June 15, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 16, 2026 and Form 4 insider filings as recently as September 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended March 31, 2026 (FY2026), Powerfleet, Inc. (AIOT) reported revenue of $443.8 million (up 22.4% from FY2025) and a net loss of $20.6 million. Diluted EPS was -$0.15.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding Powerfleet, Inc. (AIOT) shares worth $127.1 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $443.8M
- +22.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 24 funds
- $127.1M · −1 vs prior quarter
- Latest 8-K
- Sep 16, 2026
- Item 5.02 · Item 5.07
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Mar 31, 2026
Business Overview
- Core AIoT business model delivering unified asset and operational insights via the SaaS Unity platform integrating data from warehouse to on-road assets
- Completed two major acquisitions in 2024: MiX Telematics and Fleet Complete, significantly expanding global footprint and product portfolio
- Strategic emphasis on end-to-end solutions combining warehouse, yard, and road assets versus primarily on-road competitors
- Workforce grew to 2,658 full-time employees globally as of March 31, 2026, supporting expanded global operations and integration efforts
- Recognized as most innovative company in AIoT space globally by ABI Research in 2025, highlighting Unity platform’s market leadership
Management Discussion & Analysis
- Revenue $443.8M, up 22.4% YoY from $362.5M; product revenue down $1.6M (1.9%), services up $82.9M (29.9%)
- Gross profit margin improved to 55.5% from 53.7%; operating margin 4.4% vs -7.1% prior year
- Best segment: Services revenue $359.8M, 81.1% of total revenue, gross margin 61.6%; worst: Products revenue $84.0M, gross margin 29.6%
- Operating cash flow $30.5M vs -$3.3M prior year; Capex $40.1M; no stock buybacks; no dividends paid
- Management outlook cautious on inflation, currency risks, geopolitical instability; expect sufficient liquidity for 12 months; may pursue further financing for growth
Risk Factors
- Regulatory risk from EU Artificial Intelligence Act enforcement starting August 2, 2026 with fines up to 7% of global turnover
- Geopolitical risk in Israel with ongoing Middle East conflict disrupting supply chain and operations at main manufacturing facility
- Operational risk from supply chain reliance on limited suppliers for semiconductors and telecom hardware causing delivery delays and cost inflation
- Competitive risk from larger tech entrants using AI and advanced infrastructure possibly outpacing Powerfleet’s technology and market share
- Financial risk from $125 million RMB term loan facility drawn in October 2024 increasing leverage and reducing operational flexibility
AI summary of the AIOT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk factors section provided in the submitted excerpt
- No new, updated, regulatory, operational, competitive, market, or financial risks identifiable
AI summary of the AIOT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved an amendment to Powerfleet’s 2018 Incentive Plan on September 16, 2026
- Expanded or modified equity-compensation capacity and terms may affect future dilution and executive retention
Item 5.07: Submission of Matters to a Vote of Security Holders
- Four directors elected through 2027 annual meeting, with all nominees receiving majority support
- Deloitte & Touche ratified as independent auditor for fiscal year ending March 31, 2027
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Paul Lalljie appointed President and CFO effective August 11, succeeding terminated CFO David Wilson
- New CFO compensation: $475,000 salary, bonus up to 85%, $100,000 sign-on payment
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended June 30, 2026 results released on August 10, 2026
- Full financial figures and management commentary available in Exhibit 99.1 press release
Item 7.01: Regulation FD Disclosure
- Conference call scheduled August 10, 2026 at 8:30 a.m. Eastern for quarter ended June 30, 2026 results
- Management expected to provide fiscal 2027 outlook and discuss impacts from recent acquisitions
Item EX-99.1: Item EX-99.1
- Q1 FY2027 revenue rose 6.4% to $110.8M, led by services growth of 9.1% to $94.3M, representing 85% of revenue
- South Africa contract acceleration supports over $27M near-term ARR, with mandated deployment exceeding 70,000 vehicles versus approximately 10,000 originally expected
AI summaries of AIOT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AIOT
Don't miss the next AIOT filing
- Alerts as it files. A push when AIOT files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut AIOT, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| CASEY MICHAEL J | A | Sep 17, 2026 | 29,167 | - |
| JACOBS IAN | A | Sep 17, 2026 | 29,167 | - |
| CASEY MICHAEL J | A | Aug 17, 2026 | 3,050 | - |
| Lalljie Paul S | A | Aug 11, 2026 | 225,000 | - |
| Lalljie Paul S | A | Aug 11, 2026 | 225,000 | - |
| WILSON DAVID | F | Jul 27, 2026 | 13,250 | $4.42 |
| Towe Steven Mark | F | Jul 27, 2026 | 27,313 | $4.42 |
| Towe Steven Mark | F | Jul 27, 2026 | 48,959 | $4.42 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $362.5M | $443.8M |
| Gross Profit | - | $194.5M | $246.4M |
| Operating Income | - | -$25.9M | $19.6M |
| Net Income | - | -$51.0M | -$20.6M |
| Gross Margin | - | 53.7% | 55.5% |
| Op. Margin | - | -7.1% | 4.4% |
| Net Margin | - | -14.1% | -4.6% |
| Balance Sheet | |||
| Total Assets | $308.7M | $910.1M | $955.6M |
| Equity | - | $446.6M | $475.5M |
| ROE | - | -11.4% | -4.3% |
| Per Share | |||
| EPS | - | $-0.43 | $-0.15 |
| Cash Flow | |||
| Operating CF | - | -$3.3M | $30.5M |
| CapEx | $1.3M | $20.0M | $21.6M |
Source: XBRL data in Powerfleet, Inc. (AIOT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AIOT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $127.1M |
| Q1 2026 | 25 | $104.0M |
| Q4 2025 | 21 | $173.0M |
| Q3 2025 | 23 | $172.8M |
| Q2 2025 | 23 | $147.5M |
| Q1 2025 | 21 | $110.7M |
| Q4 2024 | 15 | $111.5M |
| Q3 2024 | 10 | $53.3M |
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- Raymond James Financial−74.9K (-25%)
- Millennium Management−532.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 162 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AIOT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 8-K | Jul 21, 2026 | - | Analysis | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 10-K | Jun 15, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 22, 2026 | - | Analysis | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
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AIOT SEC filings: frequently asked questions
Which institutions hold AIOT stock?
As of June 30, 2026, the largest Powerfleet, Inc. (AIOT) holders among the 13F filers tracked by SignalX were BlackRock ($39.5 million), Vanguard Capital Management LLC ($19.6 million), Dimensional Fund Advisors ($16.1 million), Vanguard Portfolio Management LLC ($15.0 million), State Street Corp ($12.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AIOT's revenue in fiscal year 2026?
For the fiscal year ended March 31, 2026 (FY2026), Powerfleet, Inc. (AIOT) reported revenue of $443.8 million (up 22.4% from FY2025) and a net loss of $20.6 million. Diluted EPS was -$0.15. The figures come from the XBRL data in the 10-K.
What are the main risks in AIOT's latest 10-K?
In the 10-K filed June 15, 2026, Powerfleet, Inc. (AIOT) flagged: Regulatory risk from EU Artificial Intelligence Act enforcement starting August 2, 2026 with fines up to 7% of global turnover. Geopolitical risk in Israel with ongoing Middle East conflict disrupting supply chain and operations at main manufacturing facility. (AI summary of the Risk Factors section.)
What did AIOT report in its latest 8-K?
Powerfleet, Inc. (AIOT) filed an 8-K on September 16, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 5.07 (Submission of Matters to a Vote of Security Holders). Stockholders approved an amendment to Powerfleet’s 2018 Incentive Plan on September 16, 2026.
What are the latest AIOT SEC filings?
Powerfleet, Inc. (AIOT) filed its latest 10-K annual report on June 15, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 16, 2026 and a Form 4 insider filing on September 18, 2026.
What is AIOT's SEC CIK number?
Powerfleet, Inc. (AIOT)'s SEC Central Index Key (CIK) is 1774170. EDGAR lists every AIOT filing under that number.
Ask anything about AIOT
The research agent reads AIOT's filings, financials, insider trades and 13F holders, then answers with sources.