The sharp profitability improvement on flat revenue suggests operating leverage is kicking in. Watch for continued AUM growth and potential margin expansion in subsequent quarters. The $32M market cap makes this a high-beta name — any guidance raise or acquisition announcement could drive outsized moves.
Price Chart
Executive Summary
Binah Capital Group reported Q1 2026 earnings with net income rising 84% YoY to $1.9M and diluted EPS up 125% to $0.09, while total revenue was essentially flat at $48.7M. Assets under management grew 12.9% to $29.0B, and adjusted EBITDA increased 68% to $3.7M. The strong profitability improvement against steady revenue is a positive signal for this small-cap financial services firm.
Key Financial Metrics
Key Facts
- Net income rose 84% YoY to $1.9M from $1.0M
- Diluted EPS increased 125% to $0.09 from $0.04
- Total revenue essentially flat at $48.7M vs $48.9M YoY
- Assets under management grew 12.9% YoY to $29.0B
- Adjusted EBITDA up 68% to $3.7M from $2.2M
- Gross profit up 18.6% to $10.2M from $8.6M
- Cash and equivalents $10.5M; long-term debt $17.7M
Financial Impact
Net income +84% YoY, EPS +125% YoY, Adjusted EBITDA +68% YoY
Risk Factors
- Flat total revenue despite AUM growth — may indicate fee compression or mix shift
- Small market cap ($32M) amplifies volatility and liquidity risk
- Outstanding long-term debt of $17.7M vs $10.5M cash — leverage warrants monitoring
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3296122 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 13, 2026 10w ago | Press Release | $1.54 | awaiting T+60 | — | $1.09 (−29.22%) |
May 20, 2026 22w ago | Insider Cluster | $1.67 $1.56 | ▼ −6.59% | ▼ −10.89% | $1.09 (−34.73%) |
May 15, 2026 23w ago | Press Release | $1.65 $1.50 | ▼ −9.09% | ▼ −13.94% | $1.09 (−33.94%) |
US Market Status
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