earnings
confidence high
sentiment positive
materiality 0.85
Pagaya prelim Q2 beats across all metrics; Net Income ~$17M vs $0-10M guidance
Pagaya Technologies Ltd.
2025-Q2 EPS reported
$0.29
revenue$616,387,000
- Preliminary Q2 revenue ~$326M, Network Volume ~$2.6B; both exceed top end of prior guidance.
- GAAP Net Income estimated ~$17M, significantly above $0-10M range; Adjusted EBITDA ~$86M (upper end).
- Company reiterates no equity or equity-linked issuance planned; focusing on balance sheet optimization.
- As of Dec 31, 2025, Pagaya loses EGC status, becomes large accelerated filer; Section 16 applies Jan 1, 2026.
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