earnings
confidence high
sentiment positive
materiality 0.75
Upbound Q4 revenue $1.20B +11% YoY; FY2026 guidance revenue $4.7-4.95B, adj. EBITDA $500-535M
UPBOUND GROUP, INC.
2025-FY EPS reported
$1.25
revenue$4,695,061,000
- Q4 2025 consolidated revenue $1,196M (+10.9% YoY); GAAP diluted EPS $0.34 vs $0.55 prior year.
- Non-GAAP diluted EPS $1.01 vs $1.05 prior year; Adj. EBITDA $125.9M (+2.6% YoY).
- Acima revenue $631M (+8.6%), GMV +0.4%; Brigit revenue $64.6M with 1.55M paying subscribers.
- FY 2025 revenue $4,695M (+8.7%); Non-GAAP diluted EPS $4.13 vs $3.83; cash from ops $305.6M.
- Quarterly dividend raised 5.4% to $0.39/share; FY2026 guidance: rev $4.7-4.95B, adj. EBITDA $500-535M.
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