Every material Form 8-K Impinj filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Impinj reported third-quarter 2026 results on October 28, 2026, with revenue of $112.1 million, up from $96.1 million a year earlier, and GAAP net income of $4.7 million, or $0.15 per diluted share, compared with a net loss of $12.8 million in the same period of 2025. The company gave fourth-quarter 2026 revenue guidance of $104.0 million to $107.0 million and non-GAAP diluted earnings per share guidance of $0.55 to $0.60.
Q3 2026 revenue of $112.1 million, compared with $96.1 million in Q3 2025; the CEO said it was a quarterly record
GAAP net income of $4.7 million, or $0.15 per diluted share, versus a net loss of $12.8 million, or $0.44 per share, in Q3 2025
Q4 2026 revenue outlook of $104.0 million to $107.0 million; GAAP net income outlook of $1.2 million to $2.7 million
Impinj reported second-quarter 2026 revenue of $108.4 million, up from $97.9 million a year earlier, with GAAP net income of $12.2 million, or $0.39 per diluted share, flat with the prior-year quarter. The company also guided third-quarter 2026 revenue to $105.5 million to $108.5 million and GAAP diluted EPS to $0.07 to $0.12, giving shareholders a view of near-term sales and profit.
Q2 2026 revenue of $108.4 million vs. $97.9 million in Q2 2025
Q2 2026 GAAP net income of $12.2 million, or $0.39 per diluted share; adjusted EBITDA of $30.7 million vs. $27.6 million a year earlier
Q3 2026 outlook: revenue of $105.5 million to $108.5 million and GAAP diluted EPS of $0.07 to $0.12
CEO Chris Diorio said revenue, adjusted EBITDA and non-GAAP EPS set new quarterly records
Impinj reported first-quarter 2026 revenue of $74.3 million, essentially flat from $74.3 million a year earlier, while its GAAP net loss widened to $25.3 million, or $0.83 per diluted share, from $8.5 million, or $0.30 per share. The loss includes an $11.9 million induced conversion expense, and non-GAAP net income fell to $4.4 million, or $0.14 per share, from $6.3 million, or $0.21 per share a year earlier. The company guided second-quarter 2026 revenue to $103.0 million to $106.0 million and said first-quarter revenue and adjusted EBITDA exceeded the top end of its guidance range.
Q1 2026 revenue $74.3 million versus $74.3 million in Q1 2025; adjusted EBITDA $3.4 million versus $6.5 million
GAAP net loss $25.3 million ($0.83 per diluted share) versus $8.5 million ($0.30) a year earlier, including an $11.9 million induced conversion expense
Q2 2026 outlook: revenue $103.0 million to $106.0 million; GAAP net income $7.6 million to $9.1 million; non-GAAP diluted EPS $0.77 to $0.82
CEO Chris Diorio said Endpoint IC bookings reached an all-time record in the quarter
Impinj reported fourth-quarter 2025 revenue of $92.8 million, up from $91.6 million a year earlier, and a GAAP net loss of $1.1 million, narrower than the $2.7 million loss in the prior-year quarter. For full-year 2025, revenue fell to $361.1 million from $366.1 million and the company swung to a GAAP net loss of $10.8 million, compared with net income of $40.8 million in 2024, which included $45.0 million of litigation settlement income. The company guided first-quarter 2026 revenue to $71.0 million-$74.0 million and a GAAP net loss of $15.1 million-$16.6 million.
Q4 2025 revenue of $92.8 million vs. $91.6 million in Q4 2024; GAAP net loss of $1.1 million, or $0.04 per diluted share
Full-year 2025 revenue of $361.1 million vs. $366.1 million in 2024; GAAP net loss of $10.8 million, or $0.37 per diluted share
Full-year 2025 adjusted EBITDA of $69.6 million vs. $65.9 million in 2024
Q1 2026 outlook: revenue of $71.0 million-$74.0 million; non-GAAP net income of $2.5 million-$4.0 million
Impinj said it expects fourth-quarter 2025 revenue near the high end of its prior guidance of $90.0 to $93.0 million and adjusted EBITDA above the midpoint of its prior guidance of $15.4 to $16.9 million. These figures are preliminary and unaudited, and the company says actual results could differ materially; full results are due February 5, 2026.
Q4 2025 revenue expected near the high end of the prior guidance range of $90.0 to $93.0 million
Q4 2025 adjusted EBITDA expected above the midpoint of the prior guidance range of $15.4 to $16.9 million
Full-year and Q4 2025 results to be released after U.S. markets close on February 5, 2026
CEO Chris Diorio and CFO Cary Baker to speak at a fireside chat on January 14, 2026, at 11:45 a.m. ET
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Impinj filing is on SEC EDGAR ↗. 8-K briefs of other companies →