Jun 2026 (Q3 FY26) — Jul 29, 2026
Sonos Q3 FY26 — Strong Revenue Growth and Adjusted EBITDA Despite Memory Headwinds
Read the full callSonos earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 375 | +8.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 8.4 | +9.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 29.9 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $15.97 on 14 Oct 2025 → $17.69. High $19.16 (9 Dec 2025), low $12.7 (27 Mar 2026).
Overview
Call summaries
Sonos Q3 FY26 — Strong Revenue Growth and Adjusted EBITDA Despite Memory Headwinds
Read the full callEvery analysed call
Financials
Net profit, year on year: +983% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 255 | 551 | 260 | 345 | 288 | 546 | 282 | 375 |
| Operating profit | -69 | 48 | -61 | -3 | -34 | 100 | -32 | 32 |
| Operating margin | −27.2% | 8.7% | −23.6% | −0.8% | −11.9% | 18.4% | −11.2% | 8.4% |
| Other income | 7 | -4 | 2 | 2 | 0 | 2 | 0 | 3 |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit before tax | -62 | 44 | -59 | -1 | -34 | 102 | -31 | 34 |
| Tax rate | 14.8% | −14.7% | −18.6% | −315.6% | −10.3% | 8.1% | 7.2% | 13.0% |
| Net profit | -53 | 50 | -70 | -3 | -38 | 94 | -29 | 30 |
| EPS ($ per share) | — | 0.41 | -0.58 | -0.03 | — | 0.78 | -0.24 | 0.25 |
| Line item | Sep 2018 | Sep 2019 | Oct 2020 | Oct 2021 | Oct 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -204 | -208 | -228 | -70 | -3 | -13 | -51 | -112 |
| Total liabilities | 379 | 481 | 518 | 570 | 628 | 484 | 488 | 468 |
| Fixed assets | 85 | 78 | 61 | 71 | 86 | 87 | 102 | 72 |
| Total assets | 587 | 762 | 816 | 1,139 | 1,188 | 1,002 | 916 | 823 |
| Line item | Sep 2018 | Sep 2019 | Oct 2020 | Oct 2021 | Oct 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 31 | 121 | 162 | 253 | -28 | 100 | 190 | 137 |
| Cash from investing | -36 | -23 | -69 | -46 | -173 | -50 | -105 | -30 |
| Cash from financing | 94 | 22 | -27 | 25 | -150 | -109 | -137 | -102 |
| Net cash flow | 90 | 118 | 68 | 233 | -365 | -55 | -50 | 5 |
| Capital expenditure | -36 | -23 | -33 | -46 | -46 | -50 | -55 | -29 |
| Free cash flow | -5 | 97 | 129 | 208 | -74 | 50 | 135 | 108 |
65 filings between Nov 7, 2025 and Sep 25, 2026.
Purchases
$47.91M
17 purchases by 3 insiders
Sales
$1.89M
6 sales by 3 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 6 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Coliseum Capital Management, LLC | $46.91M | — | Mar 17, 2026 |
| Conrad Thomas | $1.01M | — | Nov 17, 2025 |
| Boone Karen | — | $1.00M | Sep 25, 2026 |
| GENACHOWSKI JULIUS | — | $665.1K | Jul 29, 2026 |
| Lazarus Edward P | — | $228.0K | Dec 4, 2025 |
| Arabia Carmine | $725 | — | May 6, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 25, 2026 | Boone Karen Director | Option exercise 10b5-1 plan | 31,766 | $430.7K |
| Sep 25, 2026 | Boone Karen Director | Sale 10b5-1 plan | 15,000 | $271.9K |
| Sep 25, 2026 | Boone Karen Director | Sale 10b5-1 plan | 31,766 | $575.7K |
| Sep 1, 2026 | Boone Karen Director | Sale 10b5-1 plan | 10,000 | $153.9K |
| Aug 14, 2026 | Conrad Thomas Chief Executive Officer | Option exercise | 20,414 | — |
| Aug 14, 2026 | Casey Saori Chief Financial Officer | Option exercise | 46,565 | — |
| Aug 14, 2026 | Lazarus Edward P Chief Legal Officer | Tax withheld | 21,314 | $353.6K |
| Aug 14, 2026 | Lazarus Edward P Chief Legal Officer | Option exercise | 42,983 | — |
| Aug 14, 2026 | Conrad Thomas Chief Executive Officer | Tax withheld | 10,748 | $178.3K |
| Aug 14, 2026 | Casey Saori Chief Financial Officer | Tax withheld | 24,518 | $406.8K |
| Jul 29, 2026 | GENACHOWSKI JULIUS Director | Sale 10b5-1 plan | 19,855 | $337.5K |
| Jul 29, 2026 | GENACHOWSKI JULIUS Director | Option exercise 10b5-1 plan | 19,855 | $269.2K |
| Jul 28, 2026 | GENACHOWSKI JULIUS Director | Sale 10b5-1 plan | 19,855 | $327.6K |
| Jul 28, 2026 | GENACHOWSKI JULIUS Director | Option exercise 10b5-1 plan | 19,855 | $269.2K |
| Jul 22, 2026 | Conrad Thomas Chief Executive Officer | Option exercise | 81,653 | — |
| Jul 22, 2026 | Conrad Thomas Chief Executive Officer | Tax withheld | 42,991 | $635.8K |
| May 15, 2026 | Lazarus Edward P Chief Legal Officer | Option exercise | 42,982 | — |
| May 15, 2026 | Casey Saori Chief Financial Officer | Tax withheld | 20,622 | $302.9K |
| May 15, 2026 | Lazarus Edward P Chief Legal Officer | Tax withheld | 18,252 | $268.1K |
| May 15, 2026 | Casey Saori Chief Financial Officer | Option exercise | 46,565 | — |
| May 6, 2026 | Arabia Carmine Director | Purchase | 50 | $725 |
| Mar 17, 2026 | Coliseum Capital Management, LLC 10% owner | Purchase | 125,000 | $1.70M |
| Mar 16, 2026 | Coliseum Capital Management, LLC 10% owner | Purchase | 13,920 | $184.4K |
| Mar 13, 2026 | Coliseum Capital Management, LLC 10% owner | Purchase | 90,000 | $1.19M |
| Mar 11, 2026 | Coliseum Capital Management, LLC 10% owner | Purchase | 180,000 | $2.56M |
| Mar 10, 2026 | Coliseum Capital Management, LLC 10% owner | Purchase | 320,000 | $4.54M |
| Mar 9, 2026 | Coliseum Capital Management, LLC 10% owner | Purchase | 420,000 | $5.86M |
| Mar 6, 2026 | GENACHOWSKI JULIUS Director | Gift | 15,427 | $0 |
| Mar 6, 2026 | GENACHOWSKI JULIUS Director | Gift | 15,427 | $0 |
| Mar 5, 2026 | FIELDS MANDY J Director | Award | 12,725 | — |
| Mar 5, 2026 | Darrell Bracken Director | Award | 12,725 | — |
| Mar 5, 2026 | Coles Joanna Director | Award | 12,725 | — |
| Mar 5, 2026 | Boone Karen Director | Award | 12,725 | — |
| Mar 5, 2026 | Barra Hugo Director | Award | 12,725 | — |
| Mar 5, 2026 | GENACHOWSKI JULIUS Director | Award | 12,725 | — |
| Mar 5, 2026 | Arabia Carmine Director | Award | 12,725 | — |
| Mar 5, 2026 | GENACHOWSKI JULIUS Director | Award | 4,772 | — |
| Mar 5, 2026 | Mildenhall Jonathan Director | Award | 12,725 | — |
| Mar 5, 2026 | Kennedy Joseph Jude Director | Award | 12,725 | — |
| Feb 25, 2026 | Coliseum Capital Management, LLC 10% owner | Purchase | 118,020 | $1.80M |
| Feb 24, 2026 | Coliseum Capital Management, LLC 10% owner | Purchase | 133,259 | $1.98M |
| Feb 23, 2026 | Coliseum Capital Management, LLC 10% owner | Purchase | 360,000 | $5.36M |
| Feb 17, 2026 | Coliseum Capital Management, LLC 10% owner | Purchase | 290,000 | $4.52M |
| Feb 13, 2026 | Lazarus Edward P Chief Legal & Bus Dev Officer | Option exercise | 42,980 | — |
| Feb 13, 2026 | Casey Saori Chief Financial Officer | Option exercise | 46,565 | — |
| Feb 13, 2026 | Lazarus Edward P Chief Legal & Bus Dev Officer | Tax withheld | 15,242 | $248.3K |
| Feb 13, 2026 | Coliseum Capital Management, LLC 10% owner | Purchase | 257,210 | $4.05M |
| Feb 13, 2026 | Casey Saori Chief Financial Officer | Tax withheld | 16,477 | $268.4K |
| Feb 12, 2026 | Coliseum Capital Management, LLC 10% owner | Purchase | 100,000 | $1.61M |
| Feb 6, 2026 | Coliseum Capital Management, LLC 10% owner | Purchase | 26,824 | $442.3K |
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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