Monitor the next earnings call for commentary on agent retention and transaction volume trends; the withheld guidance and transaction decline suggest near-term headwinds despite full-year growth from acquisitions.
Price Chart
Executive Summary
Fathom Holdings reported Q4 2025 revenue of $90.6M, down 1.2% YoY, with a GAAP net loss of $6.7M ($0.21 per share), missing consensus EPS of -$0.05. Despite a 25.4% full-year revenue increase to $420.5M, driven by acquisitions and ancillary growth, declining transactions and withheld 2026 guidance signal ongoing pressure in the real estate market.
Key Financial Metrics
Key Facts
- Q4 2025 revenue: $90.6M, down 1.2% YoY
- GAAP net loss: $6.7M ($0.21 per share), missing consensus of -$0.05
- Real estate transactions down 14.2% YoY to 8,501
- Agent network declined 1.2% to 14,135 licenses
- Full-year 2025 revenue up 25.4% to $420.5M, driven by My Home Group acquisition
- Company withheld Q1 2026 guidance, citing ongoing margin expansion initiatives
Financial Impact
EPS miss of $0.16 ($-0.21 vs -$0.05 est), revenue miss of $3.1M ($90.6M vs $93.7M est), full-year revenue up $85.3M YoY
Risk Factors
- Continued decline in agent count and transaction volume
- Loss on sale of business and reduced tax benefit impacting profitability
- No near-term guidance increases uncertainty
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-022016 |
| Document: fthm-20260330.htm | 0001628280-26-022016 |
| Document: 0001628280-26-022016-index-headers.html | 0001628280-26-022016 |
| Document: 0001628280-26-022016-index.html | 0001628280-26-022016 |
| Document: 0001628280-26-022016.txt | 0001628280-26-022016 |
| 8-K Data (Synthetic) | 0001628280-26-022016 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 21d ago | 8-K | $0.2230 $0.2000 | ▲ +10.31% | ▲ +10.18% | $0.1960 (+12.11%) |
Sep 25, 2026 4w ago | 8-K | $0.5830 $0.3344 | ▼ −42.64% | ▼ −42.42% | $0.1960 (−66.38%) |
Jun 29, 2026 17w ago | 8-K | $1.01 $1.01 | · 0.00% | ▼ −0.60% | $0.1960 (−80.59%) |
Jun 22, 2026 18w ago | 425 | $1.03 $1.07 | ▲ +3.88% | ▲ +4.34% | $0.1960 (−80.97%) |
Jun 17, 2026 18w ago | 425 | $1.07 $1.07 | · 0.00% | ▲ +1.67% | $0.1960 (−81.68%) |
Jun 17, 2026 18w ago | 425 | $1.11 $1.17 | ▲ +5.41% | ▲ +6.45% | $0.1960 (−82.34%) |
Jun 17, 2026 18w ago | 8-K | $1.11 $1.17 | ▲ +5.41% | ▲ +6.45% | $0.1960 (−82.34%) |
May 29, 2026 21w ago | 8-K | $0.5830 $0.4950 | ▲ +15.09% | ▲ +12.34% | $0.1960 (+66.38%) |
Apr 30, 2026 25w ago | 10-K/A | $0.9120 $0.8180 | ▼ −10.31% | ▼ −12.03% | $0.1960 (−78.51%) |
Mar 30, 2026 30w ago | 8-K | $0.5300 $0.8780 | ▼ −65.66% | ▼ −61.72% | $0.1960 (+63.02%) |
US Market Status
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