Owlet Q2 2026: Record revenue $33.9M (+29.9%), net loss narrows to $0.6M, raises adjusted EBITDA guidance

Owlet, Inc.

Q2 revenue $33.9M vs $26.1M YoY; subscription revenue $3.2M vs $0.9M YoY.
Net loss $0.6M vs $37.4M; GAAP gross margin 64.4%, ex-tariff 54.0% (+270bps).
Adjusted EBITDA $6.7M incl. $3.75M tariff refund; ex-refund $2.9M vs $0.5M.
Adjusted EPS $0.20 vs -$0.04; GAAP EPS -$0.05 vs -$2.35.
FY2026 guidance: revenue $118-122M; gross margin 53-55%; adjusted EBITDA $10.75-12.75M (both raised on tariff refund).

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.