earnings
confidence high
sentiment positive
materiality 0.75
PPHC Q2 revenue $52.1M (+7.3%), adjusted EBITDA -4.4%; raises FY26 guidance
Public Policy Holding Company, Inc.
- Q2 revenue $52.1M, up 7.3% YoY; H1 revenue $102.3M, up 16.3% with organic growth 4.4%.
- Adjusted EBITDA Q2 $12.3M (23.5% margin), down 4.4% YoY; H1 $23.4M, up 9.3%.
- GAAP net loss Q2 $3.7M vs $5.7M; H1 loss $15.2M vs $16.3M. Adjusted EPS $0.34 vs $0.45.
- Completed 1 acquisition in H1 2026 and 2 post-period; raised FY2026 guidance to reflect deals.
- Dividend of $7.0M paid in Q2 on 2025 results; net debt $5.2M at Q2 end.