Samsara Inc. (IOT)

From the record

Samsara Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Samsara Inc.'s 6 filed years say what it did: revenue went from $250 million in fiscal 2021 to $1.6 billion in fiscal 2026, up 45.3% a year; it rose in 5 of 5 years; it never fell from a peak; net income was positive in 0 of 6 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-01-31, Samsara Inc.'s diluted share count grew about 3.7% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 453 sales (438 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-04 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-01-31, Samsara Inc. lost about 1 cents for every dollar of shareholders' money, and gross profitability: its products earned about 49 cents per dollar of everything the company owns. Leverage: it owed about 44 cents per dollar of assets, and net share issuance: its share count grew 3.1% over the year (the filed statements).

From the record

Samsara Inc.'s standing among 40 graded names in its industry family: revenue of $1.6 billion in fiscal 2026 ranks in the top 26% by size; a net margin of -0.6% ranks in the top 39%; revenue growth of 35.2% a year over the last 3 filed years ranks in the top 11% (its annual reports).

From the record

Samsara Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Biswas, Sanjit (CHIEF EXECUTIVE OFFICER, as filed), filing under that title since 2026-06-18, 5 months (bottom 9% of its family); most of the 11 officers and directors filing now have filed since the record of its people begins (2021-12-14), a floor of 4.9 years the record cannot see past, so that part is not read; 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (bottom 43%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Samsara Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $325 million against no long-term debt tagged leaves 12.8% of its assets as net cash, top 43% of its family; cash from operations less capital spending is 12.8% of revenue (top 24%); a gross margin of 76.7% (top 8%); research spending of 21.3% of revenue (top 47%) (its annual report).

From the record

Samsara Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 35.2% a year over the last three filed years against 45.3% over all 6, slowing (bottom 28% of its family); the newest year grew 29.7% (top 20%); research spending grew 22.4% a year (top 14%); capital spending grew -4.7% a year (bottom 38%) (its annual reports). Samsara Inc. reported 2 product lines in fiscal 2026: Subscription and Circulation at $1.6 billion (98%), Product and Service Other at $30 million (2%); 2 of 2 grew against the year before (its annual report).

From the record

Samsara Inc.'s newest year against its own record: revenue of $1.6 billion in fiscal 2026 came in 6.2% below the $1.7 billion its prior three years' pace pointed to (bottom 20% of its family); net income of $9 million against a prior three-year average of $230 million (top 23%); a net margin of -0.6% against -27% before (top 23%) (its annual reports).