earnings
confidence high
sentiment neutral
materiality 0.80
CPI posts record Q4 revenue of $153M, up 22% YoY; guides high-single-digit revenue growth for 2026
CPI Card Group Inc.
- Q4 revenue $153.1M (+22% YoY); net income $7.4M (+9%); Adjusted EBITDA $29.4M (+34%).
- FY2025 revenue $543.5M (+13%); net income $15M (-23%); Adj. EBITDA $96.5M (+5%).
- Acquired Arroweye for $46M; contributed $43M revenue, $6M Adj. EBITDA in ~8 months.
- New segment structure: Secure Card Solutions, Prepaid Solutions, Integrated Paytech effective Q1 2026.
- 2026 outlook: high-single-digit revenue growth, low-to-mid single-digit Adj. EBITDA growth; Integrated Paytech >15%.