earnings
confidence high
sentiment negative
materiality 0.75
Upbound Q3 revenue +9% to $1.16B; non-GAAP EPS $1.00; lowers FY EBITDA guidance to $500-510M
UPBOUND GROUP, INC.
2025-Q3 EPS reported
$0.91
revenue$3,498,616,000
- Consolidated revenue $1.165B (+9% YoY); GAAP EPS $0.22, Non-GAAP EPS $1.00.
- Acima GMV up 11% YoY to $484M; revenue $625M (+10.4%); Brigit revenue $57.7M (+40.2%), paying subs 1.44M (+26.8%).
- Rent-A-Center SSS -3.6% (improved 40bps QoQ); revenue $461M (-4.7%); expects SSS near flat/positive in Q4.
- FY 2025 Adj. EBITDA guidance lowered to $500-510M (from $515-535M); non-GAAP EPS narrowed to $4.05-4.15.
- New CFO Hal Khouri, new CGO Rebecca Wooters; term loan upsized to $875M, extended to 2032, net leverage 2.9x.
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