earnings
confidence high
sentiment neutral
materiality 0.70
Upbound Q2 revenue $1.16B, non-GAAP EPS $1.07; reaffirms FY EBITDA & EPS guidance
UPBOUND GROUP, INC.
- Revenue $1.163B (+0.5% YoY); GAAP EPS $0.37, non-GAAP EPS $1.07.
- Brigit revenue $71M (+37% YoY), paying subscribers 1.72M (+30%).
- Acima revenue $604M (-2.5% YoY), LCO improved 50bps to 8.8%, EBITDA margin 16.2%.
- Rent-A-Center same-store sales +1.6% YoY, revenue $466M flat.
- FY guidance: revenue $4.70-$4.85B, EBITDA $500-$535M, non-GAAP EPS $4.00-$4.35 reaffirmed.