Powerfleet, Inc. (AIOT) FY2026 10-K Annual Report

Filed: Jun 15, 2026
Information Technology
Communications Equipment, NECSEC EDGAR

Powerfleet, Inc. (AIOT) 10-K annual report for fiscal year 2026, filed with SEC EDGAR on Jun 15, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Powerfleet, Inc. FY2026 10-K Analysis

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

Powerfleet, Inc. FY2026 Key Financial Metrics
XBRL

Revenue

$444M

+22.4% YoY

Net Income

-$21M

+59.7% YoY

Gross Margin

55.5%

+187bp YoY

Operating Margin

4.4%

+1155bp YoY

Net Margin

-4.6%

+943bp YoY

ROE

-4.3%

+709bp YoY

Total Assets

$956M

+5.0% YoY

EPS (Diluted)

$-0.15

+65.1% YoY

Operating Cash Flow

$30M

+1010.6% YoY

Source: XBRL data from Powerfleet, Inc. FY2026 10-K filing on SEC EDGAR. All figures in USD.

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