Business Wire·1 day ago
Impinj to Announce Second-Quarter 2026 Financial ResultsSEATTLE--(BUSINESS WIRE)--Impinj to Announce Second-Quarter 2026 Financial Results.
Impinj, Inc.(PI)Earnings, Financials & Key Ratios
PI•NASDAQ
$138.14
Price updated Jul 7, 2026
AboutImpinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform, which comprises multiple product families, wirelessly connects individual items and delivers data about the connected items to business and consumer applications. The company's platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item. Its platform also consists of systems products that comprise reader ICs, readers, and gateways to wirelessly provide power to and communicate bidirectionally with endpoint ICs on host items, as well as to read, write, authenticate, and engage the endpoint ICs on those items; and software and algorithms that enables its partners to deliver use cases, such as retail self-checkout and loss prevention, and warehouse pallet and carton tracking to end-users. The company primarily serves retail, supply chain and logistics, aviation, automotive, healthcare, industrial and manufacturing, sports, food, datacenter, travel, banking, and linen and uniform tracking sectors through distributors, system integrators, value-added resellers, and software solution partners. Impinj, Inc. was incorporated in 2000 and is headquartered in Seattle, Washington.Show more
- Revenue$361M-1.4%
- EBITDA$14M+119.4%
- Net Income-$11M-126.6%
- EPS (Diluted)-0.37-126.6%
- Gross Margin51.96%+0.7%
- EBITDA Margin3.96%+122.5%
- Operating Margin-0.2%+89.4%
- Net Margin-3%-126.9%
- ROE-6.04%-113.6%
PI Price & Volume
Impinj, Inc. (PI) stock price & volume — 10-year historical chart
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Stagnant Revenue Growth Masks Persistent Liquidity Risks
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Decelerating
Profitability:Strained
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Liquidity and solvency pressure
Key Thesis Takeaways
- Impinj faces a challenging outlook as revenue growth has stalled at 0% year-over-year in 2026Q1, highlighting the company's vulnerability to cyclical retail inventory demand.
- The firm struggles to achieve consistent operating leverage, with R&D expenses of $28.7M consistently outpacing gross profit generation.
- Investors should monitor the precarious liquidity position, as the current $32.3M cash balance appears insufficient to support ongoing operations given the recent $25.3M quarterly net loss.
Verdict Logic
the company's precarious liquidity position, highlighted by a cash balance of only $32.3M against a $25.3M quarterly net loss, suggests significant solvency risks.
PI Growth Metrics
Impinj, Inc. (PI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years16.49%
5 Years21.05%
3 Years11.88%
TTM-0.69%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-2789.97%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-1840.38%
Return on Capital
10 Years-11.88%
5 Years-7.93%
3 Years-5.61%
Last Year-0.26%
PI Recent Earnings
Impinj, Inc. (PI) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
Apr 29, 2026Metric
Actual
Est
EPS
$0.14+27.3%
$0.11
Rev
$74M+2.4%
$73M
Q1 2026
Feb 5, 2026Metric
Actual
Est
EPS
$0.50+0.0%
$0.50
Rev
$93M+0.6%
$92M
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$0.58+13.7%
$0.51
Rev
$96M+4.6%
$92M
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$0.80+12.7%
$0.71
Rev
$98M+5.9%
$92M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $0.14vs $0.11+27.3% | $74Mvs $73M+2.4% |
| Q1 2026 | Feb 5, 2026 | $0.50vs $0.50+0.0% | $93Mvs $92M+0.6% |
| Q4 2025 | Oct 29, 2025 | $0.58vs $0.51+13.7% | $96Mvs $92M+4.6% |
| Q3 2025 | Jul 30, 2025 | $0.80vs $0.71+12.7% | $98Mvs $92M+5.9% |
Based on last 12 quarters of dataView full earnings history →
Latest PI News
Recent stock market news and headlines for Impinj, Inc. (PI)
The Motley Fool·Jun 30, 2026
Director Sells 33,000 Impinj Shares Worth $4.6 Million33,412 shares were sold indirectly on June 4, 2026, with an estimated transaction value of ~$4.57 million based on the reported price of $136.84 per share. This sale represented 3.63% of Sylebra Capital LLC's indirect holdings in Impinj, reducing total indirect ownership from 921,467 to 888,055 shares.
The Motley Fool·Jun 27, 2026
Director Sells 45,000 Impinj Shares Worth $6.4 Million45,037 shares were indirectly sold for a total transaction value of ~$6.4 million, based on a weighted average price of $141.87 per share during June 2–3, 2026. The sale represented 4.66% of Sylebra Capital LLC's indirect holdings, reducing indirect ownership from 967,000 to 921,467 shares; direct holdings remained at zero.
The Motley Fool·Jun 18, 2026
Intel vs. Impinj: Which Technology Stock Is a Better Buy in 2026?Intel is aggressively expanding its foundry business and AI accelerator offerings to diversify beyond traditional PC and data center chips. Impinj maintains a specialized lead in RAIN RFID technology, though its revenue remains highly concentrated among a small number of partners.
MarketBeat·Jun 17, 2026
Insiders Are Selling These 3 Stocks—Should Investors Be Concerned?Insider sales are hitting two massive stocks in industrials and retail, as well as a small-cap chip stock. Across these names, insiders are sending bearish signals, but their severity differs meaningfully.
Peers Comparison
Key metrics vs top competitors for Impinj, Inc. (PI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $138.14 | $4.21B | -373.35 | -1.37% | -3% | -6.04% | — | |
| $113.67 | $4.81B | 14.76 | -2.9% | 5.55% | 27.22% | — | |
| $16.87 | $183.06M | 2410.00 | 24.25% | 1.7% | 3.92% | — | |
| $218.72 | $3.61B | 25.11 | 11.33% | 8.42% | 16.74% | — | |
| $276.02 | $7.11B | 23.39 | -3.97% | 44.2% | 33.37% | — | |
| $50.97 | $2.39B | -32.06 | 12.74% | -11.54% | -6.84% | — |
Compare PI vs Peers
Impinj, Inc. (PI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
PI SEC Filings & Documents
Impinj, Inc. (PI) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 29, 2026·SEC
Material company update
Mar 16, 2026·SEC
Material company update
Feb 5, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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PI Frequently Asked Questions
Impinj, Inc. (PI) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Impinj, Inc.'s revenue?
Impinj, Inc. (PI) reported $361.0M in revenue for fiscal year 2025. This represents a 1634% increase from $20.8M in 2009.
How fast is Impinj, Inc. growing?
Impinj, Inc. (PI) saw revenue decline by 1.4% over the past year.
Is PI profitable?
Impinj, Inc. (PI) reported a net loss of $27.7M for fiscal year 2025.
Dividend & Returns
What is PI's return on equity?
Impinj, Inc. (PI) has a return on equity (ROE) of -6.0%. Negative ROE indicates the company is unprofitable.
What is Impinj, Inc.'s free cash flow?
Impinj, Inc. (PI) generated $61.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.