earnings
confidence high
sentiment positive
materiality 0.80
Pagaya Q2 2026: Record net income $45M, revenue $387M, raises full-year guidance
Pagaya Technologies Ltd.
- Record GAAP net income of $45M (up $29M YoY); EPS $0.49; revenue $387M (+19% YoY).
- Record network volume $3.5B (+33% YoY); Auto annualized run-rate $4.8B.
- Record adjusted EBITDA $124M (+43% YoY); margin 32%.
- Raised full-year GAAP net income guidance to $155M-$180M.
- Record ABS funding of $3.7B across 6 transactions; investor network grew to 174.