Repay Holdings Q2 revenue rises on business segment growth

Repay Holdings

10/08/2026 21:27

Overview
U.S. bill payment provider's Q2 revenue rose 33%, beating analyst expectations
Adjusted EBITDA for Q2 missed analyst expectations
Company completed KUBRA acquisition in June, contributing to revenue growth

Outlook
Repay Holdings sees 2026 revenue of $490 mln to $500 mln
Company expects 2026 Adjusted EBITDA of $168.5 mln to $176 mln
Repay expects organic revenue growth of about 10% to 12% for 2026

Result Drivers
KUBRA ACQUISITION - Co said KUBRA contributed about $21 mln in revenue for June, supporting overall revenue growth
ORGANIC GROWTH - Co reported 6% organic revenue growth year-over-year in Q2
BUSINESS PAYMENTS MOMENTUM - Business Payments segment posted 19% normalized organic revenue growth year-over-year

Company press release: ID:nBw69HTrBa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$100.70 mln
$96.46 mln (4 Analysts)
Q2 Net Loss
 
$11.50 mln
 
Q2 Adjusted EBITDA
Miss
$36.30 mln
$37.54 mln (4 Analysts)
Q2 Gross Profit
 
$70.63 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the business support services peer group is "buy"
Wall Street's median 12-month price target for Repay Holdings Corp is $6.00, about 51.9% above its August 7 closing price of $3.95
The stock recently traded at 4 times the next 12-month earnings vs. a P/E of 4 three months ago

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For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)