The strong revenue growth, improving profitability, and optimistic 2026 guidance suggest Owlet is successfully executing its strategy. Traders should monitor subscriber growth for Owlet360 and gross margin trends, as tariff impacts reduced Q4 gross margin to 47.6% from 53.5% in Q4 2024.
Price Chart
Executive Summary
Owlet reported strong 2025 financial results with record revenue of $105.7 million (up 35.4% YoY) and improved profitability, including a record $2.0 million Adjusted EBITDA. The company initiated 2026 guidance projecting revenue of $126-$130 million (19-23% growth) and Adjusted EBITDA of $3-$5 million. Growth was driven by strong sales of Dream Sock and Dream Duo products and the successful launch of the Owlet360 subscription service, which surpassed 110,000 paying subscribers.
Key Financial Metrics
Key Facts
- Q4 2025 revenue was $26.6 million, up 29.6% YoY
- Full year 2025 revenue was $105.7 million, up 35.4% YoY
- Full year 2025 Adjusted EBITDA was $2.0 million, a $3.8 million improvement from 2024
- Owlet360 subscription service surpassed 110,000 paying subscribers
- 2026 revenue guidance is $126-$130 million (19-23% growth)
- 2026 Adjusted EBITDA guidance is $3-$5 million (50-150% growth)
Financial Impact
Revenue grew 35.4% YoY to $105.7 million, with Adjusted EBITDA improving to $2.0 million from a $1.8 million loss in 2024. 2026 guidance projects 19-23% revenue growth and 50-150% Adjusted EBITDA growth.
Risk Factors
- Q4 gross margin declined 596 basis points year-over-year due to tariff impacts
- The company reported a $39.7 million net loss for 2025, including a $26.6 million non-cash mark-to-market common stock warrant liability adjustment
- 2026 Q1 guidance projects an Adjusted EBITDA loss of $1.5-$2.5 million
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001816708-26-000011 |
| Document: owlt-20260305.htm | 0001816708-26-000011 |
| Document: 0001816708-26-000011-index-headers.html | 0001816708-26-000011 |
| Document: 0001816708-26-000011-index.html | 0001816708-26-000011 |
| Document: 0001816708-26-000011.txt | 0001816708-26-000011 |
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Aug 14, 2026 10w ago | 8-K | $6.66 | awaiting T+60 | — | $4.07 (−38.89%) |
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