{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-25-015439","form_type":"8-K","ticker":"UPBD","cik":"0000933036","company_name":"UPBOUND GROUP, INC.","filed_at":"2025-02-20T23:59:59+00:00","discovered_at":"2026-05-14T18:03:06.862378+00:00","generated_at":"2026-05-26T10:09:34.058890+00:00","sec_items":["2.02","5.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Upbound Q4 revenue +6% to $1.08B; non-GAAP EPS $1.05; CEO Fadel to retire June 1, Karam named successor","bullets":["Q4 consolidated revenue $1,079M (+6.0% YoY); GAAP diluted EPS $0.55, non-GAAP diluted EPS $1.05.","Full-year 2024 revenue $4.32B (+8.2%); GAAP EPS $2.21, non-GAAP EPS $3.83.","FY2025 guidance: revenue $4.50-4.75B, non-GAAP EPS $3.90-4.40, adj. EBITDA (ex SBC) $500-540M.","CEO Mitch Fadel retiring effective June 1, 2025; current CFO Fahmi Karam appointed as CEO and to the Board.","Acquired fintech Brigit in early 2025; annual dividend raised 5% to $1.56/share."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-25-015439","json":"https://secwatch.observer/filing/0001104659-25-015439.json","markdown":"https://secwatch.observer/filing/0001104659-25-015439.md","text":"https://secwatch.observer/filing/0001104659-25-015439.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/933036/000110465925015439/0001104659-25-015439-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/933036/000110465925015439/tm256882d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-26T10:09:34.058890+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"510ffeb57c","claim":"Mitchell E. Fadel retired as Chief Executive Officer and Director at UPBOUND GROUP, INC..","evidence_excerpt":"Mr. Mitchell E. Fadel will retire as Chief Executive Officer of the Company and as a member of the Board of Directors of the Company (the “Board”), effective June 1, 2025","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/933036/000110465925015439/0001104659-25-015439-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"retired"},{"label":"Role","value":"Chief Executive Officer and Director"}],"fact_type":"executive_change"},{"claim_id":"9a9d37ad07","claim":"Fahmi Karam was appointed as Chief Executive Officer and Director at UPBOUND GROUP, INC..","evidence_excerpt":"the Company has appointed Mr. Fahmi Karam to succeed Mr. Fadel as Chief Executive Officer of the Company and a member of the Board, effective as of the Transition Date.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/933036/000110465925015439/0001104659-25-015439-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Executive Officer and Director"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}