AIOTPowerfleet, Inc.
Communications Equipment, NEC
- Revenue
- $444M
- 22% YoY
- Operating margin
- 4.4%
- 162% YoY
- EBITDA
- $80M
- 270% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.6×
- $204M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear148% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired44% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $136M | $134M | — | $363M | $444M | 22% |
| Operating income | −$7M | −$13M | — | −$26M | $20M | 176% |
| Net income | −$7M | −$6M | $9M | $51M | $21M | 60% |
| Operating cash flow | $1M | $4M | — | −$3M | $30M | 1011% |
| Capex | $4M | $3M | — | $20M | $22M | 8.0% |
| Stock-based comp | $4M | $4M | — | $9M | $8M | 19% |
| Buybacks | $211K | $141K | — | $3M | $0 | 100% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 41 | — |
| FY2025 | — | — | 74 | — |
| FY2024 | — | — | 72 | — |
| FY2023 | — | — | 46 | — |
| FY2022 | — | — | 36 | — |