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Owlet, Inc. (OWLT) stock

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NYSE: OWLT NYSE Health Care Equipment Next results ~November 12, 2026

C+ Fundamentals grade

Owlet, Inc. is a US-listed company in the health care equipment industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$13

Revenue-to-maturity cash-flow model

Base case. Range ~$10–$17 across our lower- and higher-growth cases (23.2%–33.2% a year).

Price vs value

No Buy/Hold/Sell rating is issued: only 2 valuation models apply; a rating needs 3.

Owlet, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 2 selling0 purchases and 6 sales by directors and officers, last 12 monthsInsider trades
  • Funds29 adding, 33 cuttingOf 17 active managers that changed their stake, 6 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Owlet files

Where Owlet stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $115m, up 28.2% on a year earlier, faster than the 27.1% growth a quarter earlier. That growth ranks 8 of 58 among the health care equipment companies we cover. Free-cash-flow margin rose to -7.4% from -14.2% a year earlier. Operating margin widened to -6.3% from -18.5%. The diluted share count is up 72.6% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 3 of our 7 financial-health checks. Our revenue-to-maturity cash-flow model value is $13.69 a share, against a share price of $4.20.

Source: 10-Q filed August 14, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 12, 2026 (estimated)

Owlet, Inc.'s trailing-twelve-month revenue grew 28.2% year on year, with a free-cash-flow margin of -7.4%. Where it stands out: long-term debt as % of assets of 0.0% ranks 1 of 87 health care equipment companies we cover. Where it lags: change in share count of 72.6% ranks 110 of 115 health care equipment companies we cover.

Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 562% in the quarter to 2026-06-30, the 4th beat in the last four quarters.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 28.2% over the last 12 months, against a median of 9.1% for health care equipment companies we cover.
  • Margins widening. Operating margin is up 12.2 points on a year ago.
  • Net cash. Cash exceeds long-term debt by $0.0bn.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 100.0% over 90 days.

Things to watch

  • Results due soon. Results are expected around 12 November; the share price can move sharply on the day.
  • Loss-making. Operating margin is -6.3%: costs exceed revenue.
  • Burning cash. Free cash flow was -7.4% of revenue over the last 12 months.
  • Share dilution. Diluted shares rose 72.6% in a year.
  • Volatile shares. Over the past year the shares showed annualised volatility of 80% and a beta of 2.2 against the S&P 500.
  • Below peers: days sales outstanding. Days sales outstanding of 105 days ranks 110 of 118 health care equipment companies we cover (median 57 days).

Latest results: FY2026 Q2

Filed August 14, 2026
Earnings per share
$0.20 against an average estimate of -$0.04: beat by 561.6%
Revenue
$34m, up 29.9% on a year earlier
Share reaction
+7.2% in the first session after the results on August 11, 2026, against -0.1% for the S&P 500
Next report
November 12, 2026; average EPS estimate -$0.01

Owlet's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+6.2%
  • 1 week+6.7%
  • 1 month-15.0%
  • This year-73.4%
  • 1 year-53.8%
  • 5 years-91.9%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$115M
Operating margin
-6.3%
Net margin
-7.7%
EPS (TTM, diluted)
$-0.36

Growth

Revenue growth
+28.2%
Change in growth rate
+1.1 pts
Share count change
+72.6%

Cash

Free cash flow (TTM)
-$8.5M
FCF margin
-7.4%
Stock pay % of revenue
11.2%

Earnings

Last results
August 11, 2026
Next results (est.)
November 12, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Leadership
  2. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Owlet, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 2 valuation models apply; a rating needs 3.

Valuation models

We value Owlet, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 11.1%: the 10-year Treasury yield (4.9%) plus a beta of 1.37 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. ~$13 ~$10–$17 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no positive earnings in the latest twelve months
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. ~$3.9 ~$4.6–$20 Included, half weight
Combined value Weighted average of the models that apply: the primary model (revenue-to-maturity model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$11 ~$3.9–$13 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Owlet, Inc. with Health Care Equipment in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 202020212022202320242025Now
Share price$142.38$37.38$7.83$5.28$4.45$16.19$4.30
Market value$670m$169m$62m$44m$49m$293m$105m
+ Net debt (− = net cash)$5m−$79m$4m$8m−$2m−$15m$3m
Enterprise value$675m$90m$66m$52m$46m$277m$108m
Multiples
Price / sales 8.9x2.2x0.9x0.8x0.6x2.8x0.9x
Price / earnings ———————
Price / free cash flow ———————
EV / EBITDA ———————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

25 /100

Weak moat

How hard Owlet's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Cash operating profit has been a median -17.6% of total assets over 5 years.

  • Pricing power 10 / 20

    Gross margin has been a median 48.8%, moving by 8.6 percentage points (standard deviation) across 6 years.

  • Durability 10 / 20

    Operating margin has been a median -23.7%; its worst year was -129.4%.

  • Cash conversion 0 / 20

    Free cash flow was positive in 0 of 5 years, at a median -20.6% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 12, 2026, after the close. Analysts expect revenue of $30m and EPS of −$0.01 (range −$0.06 to $0.05) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.25 +327% $120m +13%
Next $0.22 −12% $144m +20%

Next year's EPS estimate has moved +100.0% in 90 days, across 2 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −350.0% on 90 days ago. In the last 30 days, 1 analyst raised Owlet, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Owlet, Inc., last 90 days
−$0.10 $0.00 $0.10 $0.20 $0.30 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$0.10 Current fiscal year, 60 days ago: −$0.10 Current fiscal year, 30 days ago: $0.25 Current fiscal year, 7 days ago: $0.25 Current fiscal year, Now: $0.25 $0.25 Next fiscal year, 90 days ago: $0.11 Next fiscal year, 60 days ago: $0.11 Next fiscal year, 30 days ago: $0.10 Next fiscal year, 7 days ago: $0.10 Next fiscal year, Now: $0.22 $0.22

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$0.10$0.11
60 days ago −$0.10$0.11
30 days ago $0.25$0.10
7 days ago $0.25$0.10
Now $0.25$0.22

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$0.04 $0.20 +561.6%
Mar 2026 −$0.19 −$0.09 +51.8%
Dec 2025 −$0.11 −$0.03 +73.5%
Sept 2025 −$0.20 $0.03 +115.3%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

5 analysts, Oct 2026
Buy5100%
Hold00%
Sell00%

Monthly trend

  1. Oct 202655
  2. Sep 202655
  3. Aug 202655

Counts of recommendations published by analysts covering Owlet, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
2.7%
of tradable shares
Days to cover
3.6
at average volume
Short interest, 1 month
+0%
to October 15, 2026
Held by institutions
73%
of shares
Held by insiders
10.7%
of shares
Employees
108
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
OWLT−74%−79%−33%−16%+264%−73%
Industry peers (median)−7%−37%−8%−20%−16%−13%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
OWLT33%33%42%50%83%36%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
OWLT−76%−89%−69%−51%−46%−76%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 5, 2020: 98% from February 5, 2021 to April 4, 2025. Getting back needed a 5285% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$4.03 – $16.52
From 52-week high
−74.0%
vs 50-day average
−9.1%
vs 200-day average
−32.2%
Volatility (1 year)
80%
Beta vs S&P 500
2.20

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
7 up, 5 down
typical move ±14.0%
After a week
6 up, 6 down
typical move ±15.1%
After a month
4 up, 8 down
typical move ±22.4%
Results releasedNext dayS&P 500 next day5 days21 days
August 11, 2026 +7.2% −0.1% +7.9% −13.5%
May 7, 2026 +10.4% +0.5% +3.8% −7.9%
March 5, 2026 −38.9% −1.9% −54.5% −57.1%
November 13, 2025 −4.7% −1.7% +8.7% +17.4%
October 23, 2025 +17.3% +1.4% +19.4% +50.1%
August 7, 2025 +31.0% +0.7% +8.6% −1.0%
May 8, 2025 +16.8% +0.6% +28.8% +48.4%
March 4, 2025 +9.3% −0.1% −2.4% −14.7%
November 13, 2024 −11.5% −0.6% −18.5% −8.9%
August 12, 2024 +10.0% +1.7% −0.7% −5.0%
May 6, 2024 −2.4% +1.1% −4.8% +14.3%
March 7, 2024 −8.8% +0.4% −23.4% −30.4%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Owlet, Inc. in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Owlet, Inc.
$40M $60M $80M $100M $120M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $45M Revenue (TTM), FY23 Q4: $54M Revenue (TTM), FY24 Q1: $58M Revenue (TTM), FY24 Q2: $65.6M Revenue (TTM), FY24 Q3: $78.6M Revenue (TTM), FY24 Q4: $77.4M Revenue (TTM), FY25 Q1: $84.2M Revenue (TTM), FY25 Q2: $89.6M Revenue (TTM), FY25 Q3: $99.4M Revenue (TTM), FY25 Q4: $106.2M Revenue (TTM), FY26 Q1: $107.1M Revenue (TTM), FY26 Q2: $114.9M $114.9M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $45M
FY23 Q4 $54M
FY24 Q1 $58M
FY24 Q2 $65.6M
FY24 Q3 $78.6M
FY24 Q4 $77.4M
FY25 Q1 $84.2M
FY25 Q2 $89.6M
FY25 Q3 $99.4M
FY25 Q4 $106.2M
FY26 Q1 $107.1M
FY26 Q2 $114.9M
Revenue growth, TTM YoY Owlet, Inc.
-50% 0% 50% 100% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -17.9% Revenue growth, TTM YoY, FY23 Q4: -22.0% Revenue growth, TTM YoY, FY24 Q1: -0.6% Revenue growth, TTM YoY, FY24 Q2: 23.5% Revenue growth, TTM YoY, FY24 Q3: 74.8% Revenue growth, TTM YoY, FY24 Q4: 43.3% Revenue growth, TTM YoY, FY25 Q1: 45.1% Revenue growth, TTM YoY, FY25 Q2: 36.5% Revenue growth, TTM YoY, FY25 Q3: 26.6% Revenue growth, TTM YoY, FY25 Q4: 37.1% Revenue growth, TTM YoY, FY26 Q1: 27.1% Revenue growth, TTM YoY, FY26 Q2: 28.2% 28.2%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -17.9%
FY23 Q4 -22.0%
FY24 Q1 -0.6%
FY24 Q2 23.5%
FY24 Q3 74.8%
FY24 Q4 43.3%
FY25 Q1 45.1%
FY25 Q2 36.5%
FY25 Q3 26.6%
FY25 Q4 37.1%
FY26 Q1 27.1%
FY26 Q2 28.2%
Operating margin (TTM) Owlet, Inc.
-150% -100% -50% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -103.0% Operating margin (TTM), FY23 Q4: -53.0% Operating margin (TTM), FY24 Q1: -40.4% Operating margin (TTM), FY24 Q2: -28.9% Operating margin (TTM), FY24 Q3: -20.2% Operating margin (TTM), FY24 Q4: -26.8% Operating margin (TTM), FY25 Q1: -20.3% Operating margin (TTM), FY25 Q2: -18.5% Operating margin (TTM), FY25 Q3: -10.5% Operating margin (TTM), FY25 Q4: -7.0% Operating margin (TTM), FY26 Q1: -9.9% Operating margin (TTM), FY26 Q2: -6.3% -6.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -103.0%
FY23 Q4 -53.0%
FY24 Q1 -40.4%
FY24 Q2 -28.9%
FY24 Q3 -20.2%
FY24 Q4 -26.8%
FY25 Q1 -20.3%
FY25 Q2 -18.5%
FY25 Q3 -10.5%
FY25 Q4 -7.0%
FY26 Q1 -9.9%
FY26 Q2 -6.3%
FCF margin (TTM) Owlet, Inc.
-80% -60% -40% -20% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -71.0% FCF margin (TTM), FY23 Q4: -43.6% FCF margin (TTM), FY24 Q1: -30.2% FCF margin (TTM), FY24 Q2: -20.6% FCF margin (TTM), FY24 Q3: -20.1% FCF margin (TTM), FY24 Q4: -14.5% FCF margin (TTM), FY25 Q1: -16.4% FCF margin (TTM), FY25 Q2: -14.2% FCF margin (TTM), FY25 Q3: -7.5% FCF margin (TTM), FY25 Q4: -10.4% FCF margin (TTM), FY26 Q1: -9.5% FCF margin (TTM), FY26 Q2: -7.4% -7.4%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -71.0%
FY23 Q4 -43.6%
FY24 Q1 -30.2%
FY24 Q2 -20.6%
FY24 Q3 -20.1%
FY24 Q4 -14.5%
FY25 Q1 -16.4%
FY25 Q2 -14.2%
FY25 Q3 -7.5%
FY25 Q4 -10.4%
FY26 Q1 -9.5%
FY26 Q2 -7.4%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 75 76 69 54 77 106 115
Gross profit 36 35 23 23 39 54 63
EBITDA −6 −55 −83 −28 −20 −7 −7
Operating income −7 −56 −85 −29 −21 −7 −7
Net income −11 −72 −79 −33 −13 −39 −9
Diluted EPS −$2.24 −$15.82 −$9.98 −$4.53 −$1.59 −$2.27 −$0.36
Growth (year on year)
Revenue — +0.6% −8.8% −22.0% +43.3% +37.1% +28.2%
Margins
Gross margin 47.6% 46.2% 33.7% 41.8% 49.9% 50.9% 54.8%
EBITDA margin −8.1% −72.1% −120.2% −51.5% −26.2% −6.5% −5.7%
Operating margin −9.3% −73.6% −122.3% −53.0% −26.8% −7.0% −6.3%
Net margin −14.0% −94.5% −114.6% −60.9% −16.4% −36.6% −7.7%
Free-cash-flow margin −1.5% −54.8% −118.5% −43.6% −14.5% −10.4% −7.4%
Cash flow
Cash from operations −0 −41 −81 −24 −11 −11 −8
Capital spending 1 1 1 0 0 0 1
Free cash flow −1 −42 −82 −24 −11 −11 −9
Stock-based pay 1 4 13 10 9 9 13
Free cash flow after stock pay −2 −46 −95 −33 −20 −20 −21
Balance sheet
Cash 17 95 11 17 20 35 31
Total debt 22 17 15 24 18 20 34
Net debt (negative = net cash) 5 −79 4 8 −2 −15 3
Diluted shares 5m 5m 8m 8m 11m 18m 24m

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

3 of 7 checks passed · June 30, 2026
What it owns · $94m
Short-term assets $88mLonger-term assets $5m
What it owes, and who funded it · $78m
Short-term liabilities $54mLonger-term liabilities $1mShareholders' equity $23m
  • Short-term assets cover short-term liabilities $88m of assets due within a year against $54m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $88m short-term assets against $903,000 of longer-dated liabilities.
  • More cash than debt $31m of cash against $17m of debt.
  • Debt below 40% of shareholders' equity Debt is 74% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 14% to 74% over five years.
  • A year's operating cash flow covers at least 20% of debt −$8m of operating cash flow against $17m of debt.
  • Operating profit covers interest at least five times over Operating income of −$7m against $142,000 of interest.

From Owlet, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+72.6%
year over year
R&D spending
13.8%
of revenue
Days sales outstanding
105 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in health care equipment
Last 12 months unless stated OWLT OM SMTI XTNT ANIK BBNX Median
Revenue, last 12 months $115m $118m $110m $110m $121m $127m $99m
Revenue growth, last 12 months 28.2% −1.3% 13.0% −14.3% 5.3% 43.7% 9.2%
Revenue growth, 3-year average 29.3% −3.1% 22.6% 17.3% 0.3% — 13.5%
Revenue growth, latest quarter 29.9% 0.7% 9.0% −35.0% 15.6% 30.3% 10.2%
Gross margin 54.8% 41.8% 93.0% 59.4% 62.2% 58.6% 61.2%
Operating margin −6.3% −56.1% 7.7% −9.6% −4.2% −72.7% −8.5%
Operating margin, 3-year average −17.9% −83.8% 2.2% −7.3% 0.2% — −17.9%
Net margin −7.7% −63.1% −29.2% −10.2% −3.1% −65.3% −12.0%
Cash from operations / revenue −6.8% −32.5% 5.2% 0.5% 5.0% −46.6% −1.9%
Free-cash-flow margin −7.4% −33.0% 4.1% −0.6% 0.5% −51.8% −3.9%
Free-cash-flow margin, 3-year average −14.1% −70.2% −0.1% −6.2% 0.4% — −7.0%
Stock pay / revenue 11.2% 13.0% 4.5% 2.7% 10.9% 18.4% 6.1%
Change in share count 72.6% 311.4% 0.3% 4.0% −4.0% 44.6% 4.0%

Median of all 134 companies we cover in health care equipment. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

134 health care equipment companies
Measure Company Peer median Rank
Revenue growth Growth 28.2% 9.1% 27 of 129
Change in growth rate Growth +1.1pp -0.6pp 41 of 129
Gross margin Profitability 54.8% 61.9% 82 of 123
Operating margin Profitability -6.3% -8.3% 62 of 132
Net margin Profitability -7.7% -12.0% 58 of 133
Free-cash-flow margin Cash generation -7.4% -3.4% 72 of 128
Stock pay as % of revenue Cash generation 11.2% 6.1% 80 of 123
Long-term debt as % of assets Balance sheet 0.0% 24.2% 1 of 87
Change in share count Balance sheet 72.6% 3.3% 110 of 115
Days sales outstanding Balance sheet 105 days 57 days 110 of 118

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Geography
Region Revenue Share YoY
United States $86.5M 81.8% ▲ 37.5%
Outside the US $13.3M 12.6% ▲ 33.6%
United Kingdom $5.9M 5.6% ▲ 14.1%

From Owlet, Inc.'s 10-K filed March 9, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$97.6M
Institutions reporting
57
Shares held vs prior quarter
▼ 3.5%
Positions opened / closed
9 / 20

Top buyers and sellers, Q2 2026: 29 institutions bought and 33 sold ; the biggest buyer was Granahan Investment Management, LLC (+409K shares) and the biggest seller Awm Investment Company, Inc (−753K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Eclipse Operations, LLC $44.2M 7.7M 45.3% 0.0%
Granahan Investment Management, LLC $9.2M 1.6M 9.4% ▲ 34.4%
Cannell Capital LLC $7.1M 1.2M 7.3% ▲ 23.6%
Awm Investment Company, Inc. $7M 1.2M 7.2% ▼ 38.1%
Vanguard Capital Management LLC $4.6M 802K 4.7% ▲ 2.6%
Ameriprise Financial Inc $2.9M 513K 3.0% ▼ 58.5%
Jacobs Levy Equity Management, Inc $1.9M 331K 1.9% ▲ 361.0%
Harbor Capital Advisors, Inc. $1.9M 330K 1.9% ▲ 47.7%
Blackrock, Inc. $1.9M 330K 1.9% ▲ 2.3%
Meros Investment Management, LP $1.9M 327K 1.9% ▲ 138.0%
Citadel Advisors LLC $1.4M 251K 1.5% New
Geode Capital Management, LLC $1.4M 246K 1.4% ▲ 12.6%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Owlet, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $331,885 6 trades by 2 insiders · 0% under pre-set plans
Net ▼ $331,885 net selling
Insider Date Trade Shares Price Value
Crawford Amanda Chief Financial Officer February 27, 2026 Sell 6,892 $11.50 $79,258
Harris Jonathan 10% owner February 26, 2026 Sell 12,676 $11.50 $145,774
Harris Jonathan 10% owner February 17, 2026 Sell 3,540 $10.65 $37,701
Harris Jonathan President and CEO January 20, 2026 Sell 2,311 $13.33 $30,806
Crawford Amanda Chief Financial Officer January 20, 2026 Sell 183 $13.33 $2,439
Harris Jonathan 10% owner November 17, 2025 Sell 3,423 $10.49 $35,907

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 12, 2026 estimated from the company's past filing pattern, not announced

  • August 11, 2026
  • May 7, 2026
  • March 5, 2026
  • November 13, 2025
  • October 23, 2025
  • August 7, 2025

Recent SEC filings

Data status

When each part of this page on Owlet, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Owlet, Inc. in brief

What does Owlet, Inc. do?
Owlet, Inc. is a US-listed company in the health care equipment industry. Its financial year ends in December.
What is Owlet, Inc.'s stock ticker?
Owlet, Inc. trades under the ticker OWLT on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Owlet, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Owlet, Inc. reported revenue of $115M, 28.2% higher than a year earlier, according to its SEC filings.
What is Owlet, Inc.'s free cash flow?
Owlet, Inc.'s free-cash-flow margin is -7.4% of revenue over the trailing twelve months, ranking 72 of the 128 health care equipment companies we cover.
Who are Owlet, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Eclipse Operations, LLC, Granahan Investment Management, LLC and Cannell Capital LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Owlet, Inc.'s market cap?
On November 2, 2026, Owlet, Inc.'s market capitalisation was about $105M and net debt of $3.2M. Market figures come from third-party market data and may be delayed.
How much debt does Owlet, Inc. have?
Owlet, Inc.'s debt-to-equity ratio is 73.7%, from its latest balance sheet (14.5% five years earlier). The financial health section below sets out its other solvency checks.
Who are Owlet, Inc.'s competitors?
In our Health Care Equipment peer group, the companies closest to Owlet, Inc. are Outset Medical, Inc., Sanara Medtech Inc., Xtant Medical Holdings, Inc., Anika Therapeutics, Inc. and Beta Bionics, Inc. The side-by-side comparison below sets their revenue, margins and growth against Owlet, Inc.'s.
Are insiders buying or selling Owlet, Inc. stock?
Over the last 12 months, Owlet, Inc.'s directors and officers reported 0 open-market purchases and 6 sales on Form 4. The insider trading page charts every trade.
When is Owlet, Inc.'s next earnings date?
Around November 12, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Owlet, Inc. announces its own schedule.