earnings
confidence high
sentiment neutral
materiality 0.80
OneSpan Q4 rev $62.9M (+3%); subscription ARR +11% to $186.9M; dividend raised 8%
OneSpan Inc.
2025-FY EPS
reported $1.88
vs consensus $0.30
▲ beat
(+526.9%)
- Q4 GAAP net income $43.5M ($1.13 diluted EPS) vs $28.8M ($0.72) a year ago; non-GAAP EPS $0.36 vs $0.38.
- Full-year subscription revenue $156.1M (+12%); operating income $48.4M (+8%); Adjusted EBITDA $77.6M (+6%).
- Acquired Build38 (app shielding) expected to close by March 2026; terms not disclosed.
- Board approved quarterly dividend increase to $0.13/share (from $0.12); payable March 27 to holders of record March 13.
- Repurchased ~560k shares for $6.8M in Q4; cash and equivalents $70.5M at year-end.