Latest Earnings Results: Q2 '26
Estimated EPS
$0.58
Reported EPS
$0.56
Surprise
-2.34%
Estimated Rev
$97.12M
Reported Rev
$88.33M
Surprise
-9.05%
• Reported GAAP EPS of $0.58 up 23.40% YoY • Reported revenue of $101.83M up 33.76% YoY • Karooooo maintained FY 2027 guidance unchanged: Cartrack subscription revenue between ZAR5.7B and ZAR6B, gross profit margin 70%72%, operating profit margin 27%30%, and Karooooo's EPS between ZAR38.50 and ZAR40.00, assuming constant foreign exchange rates.
Bullish Takeaway
Karooooo's Cartrack subscription revenue increased, driven primarily by new-customer acquisition and Video and Cartrack-Tag sales; subscriber additions set a second-quarter record, and OEM partnerships are expected to contribute over the medium to long term.
Bearish Takeaway
Karooooo reported lower Cartrack gross and operating margins; free cash flow was temporarily impacted by capital expenditures amid ongoing RAM and memory price increases, while Logistics operating profit and margin declined.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $0.62 | -- | -- | N/A |
Q2 '26 | $0.58 | $0.56 | -2.34% | MISSED |
Q1 '26 | $0.53 | $0.58 | 9.09% | BEAT |
Q4 '25 | $0.51 | $0.44 | -13.96% | MISSED |
Q3 '25 | $0.48 | $0.52 | 8.29% | BEAT |