Owlet Reports Record 2025 Revenue and Positive Adjusted EBITDA, Issues Strong 2026 Guidance

summarizeSummary

Owlet, Inc. announced record full-year 2025 revenue of $105.7 million and achieved positive Adjusted EBITDA, alongside issuing strong 2026 financial guidance projecting continued growth and profitability.

check_boxKey Events · Earnings and Guidance · OWLT

• Record Full Year 2025 Revenue

  Reported record revenue of $105.7 million for fiscal year 2025, marking a 35.4% increase from 2024, driven by higher sales of Dream Sock and Dream Duo products.

• Achieved Positive Full Year 2025 Adjusted EBITDA

  Turned around to a positive Adjusted EBITDA of $2.0 million for fiscal year 2025, a $3.8 million improvement compared to a loss of $1.8 million in 2024, indicating enhanced operational efficiency.

• Issued Strong 2026 Financial Guidance

  Provided a positive outlook for 2026, expecting full-year revenue between $126 million and $130 million (19% to 23% growth) and Adjusted EBITDA between $3 million and $5 million (50% to 150% growth).

• Improved Operating Loss

  Reduced operating loss significantly to $8.3 million for fiscal year 2025, down from $20.2 million in 2024, reflecting better cost management.

auto_awesomeAnalysis · OWLT · Industrial Applications And Services

Owlet, Inc. reported robust financial performance for the full year 2025, achieving record revenue and a significant turnaround to positive Adjusted EBITDA. The company's revenue grew 35.4% year-over-year to $105.7 million, demonstrating strong market adoption for its pediatric health platform. While the net loss increased due to a non-cash warrant liability adjustment, the operational metrics, particularly the improvement in operating loss and the shift to positive Adjusted EBITDA, signal a strengthening business model. The provided 2026 guidance projects continued strong revenue growth of 19% to 23% and substantial Adjusted EBITDA growth of 50% to 150%, indicating a positive outlook for profitability and operational efficiency.