Jun 2026 (Q2 FY26) — Jul 29, 2026
Impinj Q2 FY26 — Record Revenue and Strong Demand Across Verticals
Read the full callImpinj (PI) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Impinj earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 108 | +10.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 9.7 | −1.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 12.2 | +5.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$190.88 −0.66% · −$1.26
Performance −3.5% 1Y
1Y: $197.85 on 14 Oct 2025 → $190.88. High $241.91 (29 Oct 2025), low $0.09 (1 Aug 2026).
- Previous close
- $192.14
- 52-week range
- $0.09 – $241.91
- One year
- −4.05%
Overview
- Symbol
- PI
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — Apr 29, 2026
Impinj Q1 FY26 — Record Endpoint IC Bookings and Strong Q2 Outlook
Read the full callEvery analysed call
Impinj earnings calls (PI)
Financials
What the filings say
Net profit, year on year: +6% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 95 | 92 | 74 | 98 | 96 | 93 | 74 | 108 |
| Operating profit | -1 | -4 | -10 | 11 | 1 | -3 | -15 | 11 |
| Operating margin | −0.8% | −4.0% | −12.9% | 11.1% | 0.7% | −2.9% | −20.4% | 9.7% |
| Interest | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Profit before tax | 0 | -3 | -9 | 12 | -13 | -1 | -25 | 12 |
| Tax rate | 48.4% | 1.4% | 3.2% | 1.3% | 0.7% | −15.4% | −0.2% | −0.8% |
| Net profit | 0 | -3 | -8 | 12 | -13 | -1 | -25 | 12 |
| EPS ($ per share) | 0.01 | — | -0.30 | 0.40 | -0.44 | — | -0.83 | 0.40 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -240 | -263 | -315 | -362 | -387 | -430 | -389 | -400 |
| Total liabilities | 47 | 90 | 98 | 327 | 334 | 325 | 339 | 336 |
| Fixed assets | 20 | 17 | 17 | 28 | 39 | 45 | 51 | 50 |
| Investments | 39 | 50 | 82 | 69 | 154 | 18 | 119 | 127 |
| Total assets | 145 | 215 | 208 | 316 | 350 | 359 | 489 | 545 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -12 | 5 | -17 | 6 | 1 | -49 | 128 | 59 |
| Cash from investing | -6 | -13 | -36 | -19 | -103 | 116 | -193 | -48 |
| Cash from financing | 16 | 58 | 10 | 112 | -2 | 9 | 16 | -9 |
| Net cash flow | -2 | 49 | -43 | 100 | -104 | 75 | -49 | 2 |
| Capital expenditure | -6 | -2 | -3 | -16 | -12 | -19 | -17 | -13 |
| Free cash flow | -18 | 2 | -20 | -10 | -11 | -68 | 111 | 46 |
PI revenue by segment
Endpoint I Cs grew from 85% to 89% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Endpoint I Cs | 85% | 81% | 82% | 86% | 82% | 81% | 85% | 89% | +13.9% |
| Systems | 15% | 19% | 18% | 14% | 18% | 19% | 15% | 11% | -9.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Insider filings
94 filings between Oct 30, 2025 and Oct 12, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$163.03M
42 sales by 3 insiders
5% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 2
- Award — granted as compensation
- 28
- Option exercise — converted options into shares
- 12
- Tax withheld — shares kept back by the company to cover tax
Also filed: 8 gifts, 2 other filings.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| SYLEBRA CAPITAL LLC | — | $160.92M | Jun 9, 2026 |
| Baker Cary | — | $1.91M | Sep 21, 2026 |
| WASHINGTON MIRON | — | $193.0K | Sep 15, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Gift 10b5-1 plan | 10,000 | $0 |
| Sep 23, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Tax withheld | 1,197 | $212.1K |
| Sep 23, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Option exercise | 1,817 | $0 |
| Sep 23, 2026 | Baker Cary CHIEF FINANCIAL OFFICER | Option exercise | 596 | $0 |
| Sep 23, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Option exercise | 1,224 | $0 |
| Sep 23, 2026 | Baker Cary CHIEF FINANCIAL OFFICER | Option exercise | 479 | $0 |
| Sep 23, 2026 | Baker Cary CHIEF FINANCIAL OFFICER | Tax withheld | 424 | $75.1K |
| Sep 21, 2026 | Baker Cary CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 8,892 | $1.65M |
| Sep 15, 2026 | WASHINGTON MIRON Director | Sale | 800 | $138.6K |
| Sep 14, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Gift 10b5-1 plan | 10,000 | $0 |
| Aug 20, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Option exercise | 3,753 | $0 |
| Aug 20, 2026 | Baker Cary CHIEF FINANCIAL OFFICER | Option exercise | 1,739 | $0 |
| Aug 20, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Tax withheld | 1,477 | $235.9K |
| Aug 20, 2026 | Baker Cary CHIEF FINANCIAL OFFICER | Tax withheld | 685 | $109.4K |
| Aug 17, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Gift 10b5-1 plan | 10,000 | $0 |
| Aug 10, 2026 | Baker Cary CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 1,429 | $264.4K |
| Jul 13, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Gift 10b5-1 plan | 10,000 | $0 |
| Jun 23, 2026 | Baker Cary CHIEF FINANCIAL OFFICER | Option exercise | 597 | $0 |
| Jun 23, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Option exercise | 1,223 | $0 |
| Jun 23, 2026 | Baker Cary CHIEF FINANCIAL OFFICER | Tax withheld | 424 | $53.1K |
| Jun 23, 2026 | Baker Cary CHIEF FINANCIAL OFFICER | Option exercise | 479 | $0 |
| Jun 23, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Tax withheld | 1,197 | $149.9K |
| Jun 23, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Option exercise | 1,817 | $0 |
| Jun 15, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Gift 10b5-1 plan | 10,000 | $0 |
| Jun 9, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 19,105 | $2.43M |
| Jun 8, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 33,000 | $4.29M |
| Jun 8, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 12,528 | $1.58M |
| Jun 5, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 11,602 | $1.50M |
| Jun 5, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 35,877 | $4.39M |
| Jun 4, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 33,412 | $4.57M |
| Jun 3, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 6,313 | $878.6K |
| Jun 2, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 38,724 | $5.51M |
| Jun 1, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 7,163 | $1.03M |
| May 29, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 48,504 | $7.31M |
| May 28, 2026 | WASHINGTON MIRON Director | Option exercise | 3,114 | $0 |
| May 28, 2026 | Gibson Daniel Patrick Director | Option exercise | 3,114 | $0 |
| May 28, 2026 | Rao Meera Director | Option exercise | 3,114 | $0 |
| May 28, 2026 | PADVAL UMESH Director | Option exercise | 3,114 | $0 |
| May 28, 2026 | Sanghi Steve Director | Option exercise | 3,425 | $0 |
| May 26, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Other 10b5-1 plan | 180,000 | $28.20M |
| May 26, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Other 10b5-1 plan | 180,000 | $28.20M |
| May 11, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 12,706 | $1.96M |
| May 11, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 24,126 | $3.73M |
| May 8, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 9,522 | $1.43M |
| May 8, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 1,560 | $236.1K |
| May 8, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 25,896 | $3.96M |
| May 7, 2026 | SYLEBRA CAPITAL LLC Director | Sale | 36,171 | $5.52M |
| Mar 23, 2026 | Baker Cary CHIEF FINANCIAL OFFICER | Option exercise | 597 | $0 |
| Mar 23, 2026 | DIORIO CHRIS PH.D. CHIEF EXECUTIVE OFFICER | Option exercise | 1,224 | $0 |
| Mar 23, 2026 | Baker Cary CHIEF FINANCIAL OFFICER | Tax withheld | 732 | $74.1K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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