ATLANTA – reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $0.19 beating the consensus estimate of $0.17 by $0.02.
Shares rose 6% following the announcement.
Revenue reached $78.6 million, surpassing the $76.8 million analyst estimate and representing a 0.4% increase from $78.3 million in the prior-year quarter.
The company provided 2026 revenue guidance of $340 million to $346 million, with a midpoint of $343 million that significantly exceeds the analyst consensus of $329.3 million. Repay also expects adjusted EBITDA of $136.5 million to $141.5 million for the full year, representing margins above 40%. The company reported fourth-quarter adjusted EBITDA of $32.4 million, down from $36.5 million in the year-ago period.
“REPAY delivered on our Q4 outlook to improve normalized growth as the company exited 2025,” said John Morris, Chief Executive Officer. “Looking forward, we are well-positioned to continue our momentum as REPAY looks to improve during 2026 and remains dedicated to capturing growth opportunities, while supporting and optimizing our clients’ digital payment flows.”
The company reported a net loss of $148.3 million for the quarter, which included a non-cash goodwill impairment charge of $138.9 million primarily related to the Consumer Payments segment. Excluding political media spending impacts, normalized revenue and gross profit grew 10% and 9% YoY, respectively.
Business Payments showed strong performance with normalized revenue and gross profit growth of approximately 41% and 73% YoY. The company expanded its AP supplier network to over 602,000, up approximately 67% YoY, and added three new integrated software partners to reach 294 total software relationships.
Free cash flow for the quarter was $13.8 million, down from $23.5 million in the prior-year period.
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