earnings
confidence high
sentiment negative
materiality 0.75
Sui Group Q4 net loss $221.8M driven by $196.1M non-cash digital asset loss; revenue up 179%
SUI Group Holdings Ltd.
2025-FY EPS reported
-$6.59
revenue$3,898,631
- Gross revenue and portfolio investment income $2.4M (+179% YoY); net loss $221.8M ($5.52 diluted loss) vs prior year net loss $91K.
- Non-cash unrealized/realized loss on digital assets of $196.1M due to mark-to-market; operating expenses ex that and stock comp were $4.8M.
- Treasury scaled to 108.4M SUI as of Feb 23, 2026; substantially all staked earning ~1.7% yield (~5,000 SUI daily).
- Repurchased ~7.8M shares (8.8% of outstanding) under $50M buyback program; appointed Brian Quintenz (former CFTC commish) to Board.
- Deployed $10M into eSui Dollar (suiUSDe) yield vault operated by Ember Protocol.