Impinj stock: record Q3 revenue sets up fourth-quarter outlook

Impinj reported record third-quarter revenue of USD 112.1 million for the period ended September 30, 2026. The results and outlook were released on October 28, according to Nasdaq, which published the company statement from Business Wire.

Chief Executive Chris Diorio said endpoint IC revenue, unit volumes and total revenue each set quarterly records. The company attributed the performance to strength in its M800 products, resilient retail demand, growth at lighthouse accounts and Gen2X momentum.

Profitability improved year over year

GAAP gross margin was 52.8%, while non-GAAP gross margin was 54.9%. GAAP net income was USD 4.7 million, or USD 0.15 per diluted share, compared with a net loss of USD 12.8 million in the year-earlier quarter. Adjusted EBITDA was USD 24.5 million, and non-GAAP net income was USD 22.1 million, or USD 0.69 per diluted share.

The reported non-GAAP figures are adjusted measures and should be considered alongside the GAAP results. Impinj also reported quarterly free cash flow of USD 20.6 million, defined by the company as operating cash flow less purchases of property and equipment.

Fourth-quarter range sets near-term frame

For the fourth quarter ending December 31, 2026, Impinj guided to revenue of USD 104.0 million to USD 107.0 million. The outlook also includes GAAP net income of USD 1.2 million to USD 2.7 million, adjusted EBITDA of USD 19.2 million to USD 20.7 million and non-GAAP diluted earnings per share of USD 0.55 to USD 0.60.

The guidance gives investors a defined near-term range, while the sequential comparison will depend on product mix and demand across Impinj's RFID markets. It is management's outlook rather than a guarantee of future results.

The real-time quote of Impinj stock was EUR 162.25 from Lang & Schwarz on October 29, 2026, at 22:59:30 Berlin time. The available quote is dated and valid; no Xetra comparison is included here.

In the broader US market, investors can follow the S&P 500 market environment for context, without treating index moves as a direct explanation of Impinj's share price.

More news and analyses on Impinj stock.