PROG Holdings Q1 revenue $742.7M (+11.1%), Non-GAAP EPS $1.24 (+37.8%); raises FY outlook

PROG Holdings, Inc.

2026-Q1 EPS reported $0.89 revenue$742,674,000

Consolidated revenues $742.7M (+11.1% YoY); Adjusted EBITDA $90.3M (+29.2%).
Non-GAAP diluted EPS $1.24 (+37.8%); net earnings $36.2M vs $34.6M year ago.
Consolidated GMV $805.6M (+54.4%) driven by Four GMV $280M (+133.6%).
Purchasing Power contributed $107.1M revenue; net debt reduced $254.9M since acquisition; net leverage 2.0x.
FY2026 outlook raised: revenue $3.0-3.1B, non-GAAP EPS $4.40-4.80 (from $4.00-$4.45).

item 2.02 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

PROG Holdings, Inc. reported the first quarter ended March 31, 2026 results: revenue $742.7 million, net income $36.2 million, EPS $0.89. Guidance raised.

Period: the first quarter ended March 31, 2026
Revenue: $742.7 million
Net income: $36.2 million
EPS: $0.89
Guidance: raised
Result: reported results

Exact text from the filing

any filing under the Securities Act of 1933. --- EX-99.1 (EX-99.1) --- PROG Holdings Reports First Quarter 2026 Results • Consolidated revenues from continuing operations of $742.7 million, up 11.1%; Net earnings from continuing operations of $36.2 million • Adjusted EBITDA from continuing operations of $90.3 million, up 29.2% • Diluted EPS from continuing

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Source: SEC EDGAR

accession 0001808834-26-000065

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