Usio Q2 revenue slightly beats estimates; FY26 outlook lifted

Usio

12/08/2026 21:11

Overview
U.S. fintech payments provider's Q2 revenue rose 19% yr/yr, slightly beating analyst expectations
Adjusted EBITDA for Q2 rose 128% yr/yr
Company raised fiscal 2026 revenue guidance to 14-16% growth

Outlook
Usio raises fiscal 2026 revenue growth guidance to 14-16% from 10-12%

Result Drivers
CREDIT CARD AND PAYFAC GROWTH - Credit card revenues rose 28% and PayFac revenues increased 43%, with higher volumes and transactions processed
ACH EXPANSION - ACH revenues rose 21% on record transaction volume, driven by growth in RTP business, PINless debit, and new accounts in mortgage servicing and fintech
OUTPUT SOLUTIONS MOMENTUM - Output Solutions revenue grew 22%, with record volumes of electronic documents processed and mailed

Company press release: ID:nGNX7RB32M

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Slight Beat*
$23.68 mln
$23.67 mln (4 Analysts)
Q2 EPS
 
$0.01
 
Q2 Adjusted EBITDA
 
$1.15 mln
 
*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and 1 "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 Usio Inc is $6.00, about 169.1% above its August 11 closing price of $2.23

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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.)