Impinj Posts Record Q2 Revenue of $108.4M, Guides Q3 Above Consensus
PI sits 68% above its 52-week low of $87.36.
Summary
Impinj reported record Q2 2026 results with revenue of $108.4M, beating estimates, and guided Q3 revenue and earnings above consensus, driven by strong endpoint IC demand.
Key Events · Earnings and Guidance · PI
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Record Q2 Revenue and Profitability
Revenue reached $108.4M, a quarterly record, beating the $104.6M consensus. GAAP net income was $12.2M ($0.39 diluted EPS), and non-GAAP net income was $27.0M ($0.86 diluted EPS).
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Margin Expansion
GAAP gross margin expanded to 58.6% from 57.8% a year ago; non-GAAP gross margin reached 60.9%, reflecting improved product mix and operating leverage.
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Strong Q3 Guidance
Q3 revenue is guided to $105.5M–$108.5M, above the prior consensus. Non-GAAP diluted EPS is expected at $0.59–$0.63, also ahead of expectations.
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Endpoint IC Volume Record
Endpoint IC volumes hit a quarterly record, driven by accelerating adoption in retail and supply chain applications, positioning Impinj for continued growth.
Analysis · PI · Manufacturing
Impinj delivered its strongest quarter ever, with revenue, adjusted EBITDA, and non-GAAP EPS all setting records. The $108.4M top line beat the $104.6M consensus, while gross margin expanded to 58.6% GAAP. Profitability returned with GAAP net income of $12.2M. Q3 guidance of $105.5M–$108.5M in revenue and non-GAAP EPS of $0.59–$0.63 also came in ahead of expectations, signaling sustained momentum in endpoint IC volumes driven by retail and supply chain adoption.
How filings like this one have moved
In the 30 days to Sep 11, 2026, 35.9% of the 1728 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.06%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, PI was trading at $147.00 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $4.2B. The 52-week trading range was $87.36 to $247.06. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.