earnings
confidence high
sentiment positive
materiality 0.75
Upbound Q1 revenue $1.22B (+3.7% YoY), non-GAAP EPS $1.08 vs $1.00; reaffirms FY guidance
UPBOUND GROUP, INC.
2026-Q1 EPS reported
$0.61
revenue$1,219,729,000
- Consolidated revenue $1,219.7M, up 3.7% YoY; GAAP diluted EPS $0.61 vs $0.42; non-GAAP diluted EPS $1.08 vs $1.00.
- Adjusted EBITDA $136.1M (+7.9% YoY); operating cash flow $170.7M; free cash flow $135.9M.
- Acima revenue $648.7M (+1.8% YoY); lease charge-off rate improved to 8.8% (down 130 bps sequentially).
- Brigit revenue up >40% YoY; paying subscribers 1.56M (+26.7% YoY); ARPU $14.41 (+11.9% YoY).
- FY2026 guidance reaffirmed: revenue $4.70B–$4.95B, Adj. EBITDA $500M–$535M. Q2 guidance provided: revenue $1.1B–$1.2B, non-GAAP EPS $1.00–$1.10.
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