Repay Holdings Q4 revenue beats estimates

Repay Holdings

09/03/2026 20:18

Overview

Payment solutions provider's Q4 revenue beat analyst expectations

Adjusted EBITDA for Q4 beat analyst expectations

Net loss impacted by $138.5 mln goodwill impairment in Consumer Payments

Outlook

Repay Holdings expects 2026 revenue between $340 mln and $346 mln

Company anticipates 10%-12% revenue growth for 2026

Repay Holdings forecasts 2026 adjusted EBITDA between $136.5 mln and $141.5 mln

Result Drivers

NORMALIZED GROWTH - Co reported 10% normalized revenue growth and 9% normalized gross profit growth year-over-year, excluding political media spending impacts

BUSINESS PAYMENTS GROWTH - Business Payments segment saw 41% normalized revenue growth and 73% normalized gross profit growth year-over-year

GOODWILL IMPAIRMENT - Net loss included a $138.5 mln goodwill impairment in Consumer Payments due to share price decline and changes in discount rate and market multiples

Company press release: ID:nBw1SGW9ra

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$78.6 mln
$76.81 mln (5 Analysts)
Q4 Net Income
-$148.3 mln
Q4 Adjusted EBITDA
Beat
$32.4 mln
$31.33 mln (5 Analysts)
Q4 Gross Profit
$58.3 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 2 "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 $7.50, about 155.1% above its March 6 closing price of $2.94

The stock recently traded at 3 times the next 12-month earnings vs. a P/E of 4 three months ago

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.)