RAIN RFID provider Impinj reports record third-quarter revenue of 112.1 million dollars

US-based Impinj, which describes itself as a RAIN RFID provider, reported results on 28 October 2026 for the third quarter ended 30 September. According to the release filed with the US Securities and Exchange Commission (SEC), quarterly revenue rose to 112.1 million dollars from 96.1 million dollars a year earlier.

• GAAP net income was 4.7 million dollars (0.15 dollars per diluted share), and non-GAAP net income was 22.1 million dollars (0.69 dollars per diluted share).
• Adjusted EBITDA was 24.5 million dollars; GAAP gross margin was 52.8 percent and non-GAAP gross margin 54.9 percent.
• Endpoint IC (integrated circuit) revenue, unit volumes and total revenue all set quarterly records.
• The company expects fourth-quarter revenue of 104.0 to 107.0 million dollars.

Co-founder and CEO Chris Diorio credited the strength of the M800 in the market, resilient retail demand, growth in lighthouse accounts and momentum for Gen2X, and said he expects these trends to continue.

Why it matters

Impinj's record endpoint chip revenue and volumes show continued demand for RAIN RFID chips, and the company lists resilient retail demand among the reasons for the record. For Turkish companies considering RFID for stock counts, shipment checks or warehouse tracking, this may signal that the chip and tag ecosystem is still growing. When planning a project, it is worth considering reader placement and how RFID data will flow into the ERP or warehouse software alongside the tag price.

For general information on RFID and IoT tracking projects, see our RFID and IoT systems page.