earnings
confidence high
sentiment positive
materiality 0.85
Upbound Q1 beats: revenue $1.18B, adj EPS $1.00; raises FY guide; CEO retiring June 1
UPBOUND GROUP, INC.
2025-Q1 EPS reported
$0.42
revenue$1,176,363,000
- Consolidated revenue $1,176.4M (+7.3% YoY); GAAP EPS $0.42; non-GAAP EPS $1.00 vs $0.79 YoY.
- Adj. EBITDA $126.1M (+15.6% YoY); raises FY2025 revenue midpoint to $4.60-4.75B and adj EPS to $4.00-4.40.
- Acima revenue $637.3M (+13.5% YoY, GMV +8.8%); Brigit revenue $31.9M with 35.9% adj EBITDA margin.
- Rent-A-Center revenue $489.0M (-4.9% YoY, same-store sales -2.0%); LCO rate improved to 4.6%.
- CEO Mitch Fadel retiring June 1, 2025; CFO Fahmi Karam to succeed. Net debt $1.4B, leverage 2.9x.