Strong beat driven by favorable gold prices and SMG contribution; watch for sustainability of gold prices and integration progress. Positive sentiment likely to drive near-term upside.
Price Chart
Executive Summary
EZCORP reported Q2 FY2026 results significantly above consensus with EPS of $0.61 (beat by 48.8%) and revenue of $446.9M (beat by 12.6%). Record revenue, PLO growth, favorable gold prices, and the SMG acquisition drove a 93% increase in net income and 76% growth in adjusted EBITDA.
Key Financial Metrics
Key Facts
- Diluted EPS $0.61 vs consensus $0.41, beat by 48.8%
- Total revenues $446.9M vs consensus $396.9M, beat by 12.6%
- Total revenues increased 46% YoY to $446.9M
- Net income attributable to EZCORP up 93% to $49.1M
- Adjusted EBITDA increased 76% to $76.9M
Financial Impact
Revenue $446.9M (beat by $50M), EPS $0.61 (beat by $0.20), net income up 93% YoY
Risk Factors
- Gold price decline could pressure jewelry scrap margins and profitability
- Integration of SMG acquisition may face operational challenges
- Foreign exchange exposure in Latin America
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3289434 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 12, 2026 19w ago | Institutional Cluster | $31.25 $31.72 | ▼ −1.50% | ▼ −0.83% | $28.74 (+8.03%) |
May 18, 2026 23w ago | 8-K | $33.37 $34.62 | ▲ +3.75% | ▲ +2.13% | $28.74 (−13.87%) |
May 6, 2026 24w ago | 8-K | $32.88 $32.99 | ▲ +0.33% | ▼ −1.17% | $28.74 (−12.59%) |
May 6, 2026 24w ago | Press Release | $32.88 $32.99 | ▲ +0.33% | ▼ −1.17% | $28.74 (−12.59%) |
May 4, 2026 25w ago | Press Release | $33.41 $33.57 | ▲ +0.48% | ▼ −1.51% | $28.74 (−13.98%) |
Feb 23, 2026 35w ago | Insider Cluster | $25.12 $27.17 | ▲ +8.16% | ▲ +7.54% | $28.74 (+14.41%) |
US Market Status
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