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Karooooo (KARO)
NASDAQ:KARO
US Market
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Karooooo (KARO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 15, 2026
Before Open (Confirmed)
Period Ending
2026 (Q3)
Consensus EPS Forecast
0.47
Last Year’s EPS
0.45
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Oct 14, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlights Karooooo's strong subscription revenue growth, high ARR, and impressive performance in logistics and global markets. However, challenges such as tax impacts, sales team productivity, and expansion bottlenecks were also noted. Despite these challenges, the company maintains strong financial health and growth potential.
Company Guidance
During Karooooo's Q2 FY 2026 earnings call, the company reported significant financial growth and operational expansion metrics. The annual recurring revenue (ARR) increased 20% to ZAR 4,806 million, with subscription revenue making up 98% of Cartrack's revenue. The company's commercial customer retention rate remained robust at 95%, and the LTV to CAC ratio exceeded 9x. Total revenue rose by 21% to ZAR 1,344 million, led by a 20% increase in Cartrack's subscription revenue. Cartrack's operating profit margin was a healthy 29%, while Karooooo Logistics achieved a 38% growth in revenue. The subscriber base grew by 15% to approximately 2.5 million. Regionally, South Africa and Europe saw accelerated subscription growth rates of 18% and 27%, respectively, while Southeast Asia and the Middle East experienced a 26% increase. The company maintained a strong balance sheet with ZAR 393 million in net cash and cash equivalents. Additionally, Karooooo emphasized its disciplined capital allocation strategy, focusing on sustainable, profitable growth, and maintaining strong unit economics.
Strong Subscription Revenue Growth
Cartrack subscription revenue increased 20% to ZAR 1,180 million, with notable growth in South Africa (18%) and Europe (27%).
Impressive ARR and Customer Retention
Annual Recurring Revenue (ARR) increased 20% to ZAR 4,806 million, with a commercial customer retention rate of 95%.
Karooooo Logistics Growth
Karooooo Logistics Delivery-as-a-Service revenue increased 38% to ZAR 139 million, driven by growth in e-commerce orders.
Healthy Operating Profit and Cash Flow
Operating profit increased 18% to ZAR 356 million, and adjusted free cash flow increased 44% to ZAR 358 million.
Global Expansion and Market Penetration
Subscriber growth in Southeast Asia and the Middle East increased 26%, and European subscription revenue grew by 27%.

Karooooo (KARO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

KARO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 15, 2026
2026 (Q3)
0.47 / -
0.45
Oct 14, 2025
2026 (Q2)
0.46 / 0.49
0.43112.65% (+0.05)
Jul 22, 2025
2026 (Q1)
0.44 / 0.50
0.4219.25% (+0.08)
May 14, 2025
2025 (Q4)
0.40 / 0.56
0.39939.21% (+0.16)
Jan 14, 2025
2025 (Q3)
0.39 / 0.45
0.37221.14% (+0.08)
Oct 15, 2024
2025 (Q2)
0.40 / 0.43
0.32931.02% (+0.10)
Jul 18, 2024
2025 (Q1)
0.37 / 0.42
0.29840.86% (+0.12)
May 15, 2024
2024 (Q4)
0.37 / 0.40
0.27544.89% (+0.12)
Jan 23, 2024
2024 (Q3)
0.34 / 0.37
0.27534.89% (+0.10)
Oct 12, 2023
2024 (Q2)
0.33 / 0.33
0.28913.79% (+0.04)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

KARO Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 14, 2025
$56.40$47.14-16.42%
Jul 22, 2025
$49.24$47.36-3.82%
May 14, 2025
$43.73$48.94+11.91%
Jan 14, 2025
$46.25$43.48-5.99%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Karooooo (KARO) report earnings?
Karooooo (KARO) is schdueled to report earning on Jan 15, 2026, Before Open (Confirmed).
    What is Karooooo (KARO) earnings time?
    Karooooo (KARO) earnings time is at Jan 15, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is KARO EPS forecast?
          KARO EPS forecast for the fiscal quarter 2026 (Q3) is 0.47.
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