Impinj — Third Quarter 2026 Earnings Summary

Impinj, Inc. reported record third-quarter 2026 revenue of $112.1 million, driven by strong performance in endpoint IC revenue and unit volumes. The company achieved a GAAP net income of $4.7 million and a non-GAAP net income of $22.1 million, reflecting a non-GAAP gross margin of 54.9%. Management cited market strength in the M800 product line, resilient retail demand, and momentum in Gen2X as key contributors to these results. For the fourth quarter of 2026, Impinj forecasts revenue between $104.0 million and $107.0 million with non-GAAP net income per diluted share ranging from $0.55 to $0.60.