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Impinj

Makes tiny radio tag chips that track clothes and packages.

Company Health

55
/100
Mixed
A quick check of the business from its yearly reports (2022–2025). It doesn’t say whether the stock is a good buy.
Does it make money?
2 of 25 · Poor
It lost money last year: $3 of every $100 in sales.
Is it growing?
20 of 25 · Good
Sales grew about 12% a year over the last 3 years.
Can it handle what it owes?
14 of 25 · Okay
It would take about 5 years of the cash its business brings in to pay off everything it owes.
Does it bring in spare cash?
19 of 25 · Good
After paying for buildings and equipment, $13 of every $100 in sales was left as spare cash.

Who owns it

1 of 23 own it · Nobody changed their stake
bought lately
owns it
doesn’t own it
Didn’t report owning it: Appaloosa, Melqart, Coatue, D1 Capital, Light Street, Lone Pine, Third Point, TCI, Pershing Square, Duquesne, Himalaya Capital, Greenlight, Giverny Capital, Fundsmith, Semper Augustus, Akre
Their letters don’t mention it: Arquitos, Laughing Water, Alluvial, Bireme, Kingdom Capital, Saga Partners
From each fund’s latest 13F report (Jun 30, 2026). Funds that don’t file one: from their own letters.

The numbers

From Impinj’s yearly reports. Tap a year to see its figures.

Sales and profit

Sales grew from $139 million in 2020 to $361 million in 2025, and it made a profit in 1 of the 6 years.
2025
Sales
$361 million
Loss
$10.8 million

Spare cash each year

It had cash to spare in 2 of the 6 years, including $45.9 million in 2025.
2025
Spare cash
$45.9 million
Spare cash is the cash its business brought in, minus what it spent on buildings and equipment.

What it owns and what it owes

At the end of 2025 it owned $545 million, including $48.2 million in cash, and owed $336 million.

Key facts

From its yearly report for 2025.
Sales
$361 million
Loss
$10.8 million
Spare cash
$45.9 million
Cash in the bank
$48.2 million
Everything it owes
$336 million
Year ends
December
Money shown in
U.S. dollars
Latest yearly report
10-K, filed Feb 9, 2026
Figures from Impinj’s yearly reports to the SEC (EDGAR), collected Oct 12, 2026.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works
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