Earning Analysis
Welcome to our in-depth analysis of Impinj Inc(PI) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Impinj Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-29 | After Hours | 0.50 | 0.58 | +16.00 | 92.64M | 96.06M | +3.68 | -14.81 | -27.43 |
| FY2025Q2 | 2025-07-30 | After Hours | 0.70 | 0.80 | +14.29 | 93.89M | 97.89M | +4.27 | +26.49 | +33.34 |
| FY2025Q1 | 2025-04-23 | After Hours | 0.08 | 0.21 | +162.50 | 71.73M | 74.28M | +3.56 | +16.45 | +16.37 |
| FY2024Q4 | 2025-02-05 | After Hours | 0.48 | 0.48 | - | 93.01M | 91.57M | -1.55 | -15.19 | -17.75 |
| FY2024Q3 | 2024-10-23 | After Hours | 0.48 | 0.56 | +16.67 | 92.88M | 95.20M | +2.50 | -13.60 | -13.82 |
| FY2024Q2 | 2024-07-24 | - | 0.30 | 0.36 | +20.00 | 97.47M | 102.50M | +5.16 | -5.55 | -3.16 |
| FY2024Q1 | 2024-04-24 | - | -0.31 | -0.17 | +45.16 | 73.58M | 76.83M | +4.40 | -2.24 | +28.86 |
| FY2023Q4 | 2024-02-08 | - | -0.47 | -0.36 | +23.40 | 69.63M | 70.65M | +1.47 | -0.74 | -3.57 |
| FY2023Q3 | 2023-10-25 | - | -0.56 | -0.36 | +35.71 | 64.71M | 65.01M | +0.46 | -6.39 | +21.74 |
| - | 2023-04-26 | - | -0.04 | -0.06 | -50.00 | - | - | - | -0.50 | -35.60 |
PI Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Impinj Inc reported performance for FY2025Q3, announced on 2025-10-29. The company achieved an EPS of 0.58, compared to analyst estimates of 0.50 by 16.00% . Revenue for the quarter reached 96.06M compared to expectations of 92.64M by 3.68% .
The stock price reacted with a -14.81% one-day change and a -27.43% five-day change following the earnings release. These movements reflect market reaction in Impinj Inc growth trajectory and strategic initiatives.
PI Earnings Forecast
Looking ahead, Impinj Inc(PI) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 91.82M and an EPS of 0.50.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 1.43%, while EPS estimates have been Revise Upward by 7.77%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 1.6% . These revisions correlate with a -17.92% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Impinj Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between PI's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+1.43%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+7.77%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+1.6%
In Past 3 Month
Stock Price
Go Down
-17.92%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:360.05M
--
EPS Estimate-Annual FY 2025:2.08
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Stock Price156.79
PI Revenue and EPS Performance: A Historical Perspective
Impinj Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-29,After Hours):
EPS: 0.58 (Actual) vs.0.50 (Estimate) (16.00%)
Revenue: 96.06M (Actual) vs. 92.64M (Estimate) (3.68%)
Price Reaction: -14.81%(1-Day), -27.43%(5-Day)
FY2025Q2 (2025-07-30,After Hours):
EPS: 0.80 (Actual) vs.0.70 (Estimate) (14.29%)
Revenue: 97.89M (Actual) vs. 93.89M (Estimate) (4.27%)
Price Reaction: 26.49%(1-Day), 33.34%(5-Day)
FY2025Q1 (2025-04-23,After Hours):
EPS: 0.21 (Actual) vs.0.08 (Estimate) (162.50%)
Revenue: 74.28M (Actual) vs. 71.73M (Estimate) (3.56%)
Price Reaction: 16.45%(1-Day), 16.37%(5-Day)
Earnings Reaction
The chart below shows how PI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PI sees a -1.91% change in stock price 10 days leading up to the earnings, and a +2.79% change 10 days following the report. On the earnings day itself, the stock moves by -0.97%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -14.81% on the day following the earnings release and then changed by -36.74% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Impinj Inc (PI) Q3 2025 Earnings Call Summary
Neutral
2025-10-29
The earnings call presents a mixed sentiment. While there is optimism in sequential revenue growth, market opportunity expansion, and Gen2X technology, concerns arise from unclear management responses, Q4 weakness, and challenges in deployment timing. The Q&A reveals potential growth in food sector partnerships but lacks precise guidance. The market cap suggests a moderate reaction, leading to a neutral prediction.
Impinj Inc (PI) Q2 2025 Earnings Call Summary
Positive
2025-07-30
The earnings call shows a positive sentiment with record EBITDA margins and improved gross margins driven by the M800 ramp and wafer cost reductions. While management avoided specifics in some areas, the outlook remains optimistic with strong partnerships and growth in logistics. The market cap suggests moderate reaction, so a 2% to 8% stock price increase is likely.
Impinj Inc (PI) Q4 2024 Earnings Call Summary
Neutral
2025-02-06
The earnings call presents mixed signals: strong financial performance with 30% YoY revenue growth and improved margins, but also concerns about inventory and program ramp delays. The Q&A reveals uncertainties in demand and cautious guidance, which tempers optimism. The market cap suggests moderate reaction, leading to a neutral prediction.
Impinj, Inc. (PI) Q3 2024 Earnings Call Summary
Positive
2024-10-24
The earnings call reveals strong financial performance, including a significant revenue increase and improved margins. The Q&A highlights potential growth in the systems segment and a strategic Qualcomm partnership. Despite some uncertainties in logistics customer penetration and Qualcomm timelines, the overall sentiment is positive, supported by optimistic guidance and strong cash flow. Considering the company's market cap, the stock price is likely to experience a positive movement in the range of 2% to 8% over the next two weeks.
Impinj, Inc. (PI) Q2 2024 Earnings Call Summary
Positive
2024-07-25
Impinj's strong financial performance, particularly in endpoint IC revenue and gross margin improvement, alongside optimistic guidance and strategic partnerships, suggests a positive outlook. Despite competitive pressures and regulatory challenges, the company's strong cash flow and increased wafer orders indicate resilience against supply chain issues. The Q&A session shows confidence in market strength, with growth expected in endpoint IC and systems revenue. Given the market cap and positive catalysts, a stock price increase of 2% to 8% is likely over the next two weeks.
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FAQ
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