Monitor the full earnings release on May 4, 2026, for GAAP EPS and revenue actuals versus consensus ($80.9M rev, $0.21 EPS). The raised Adjusted EBITDA guidance is positive, but absence of GAAP EPS data limits immediate read-through.
Price Chart
Executive Summary
Repay Holdings provided preliminary Q1 2026 results with revenue of $80.5M–$81.0M (4% YoY growth) and Adjusted EBITDA of $33.8M–$34.3M (42% margin), while raising full-year 2026 Adjusted EBITDA guidance. No GAAP EPS or revenue point estimates were disclosed, preventing a beat/miss assessment.
Key Financial Metrics
Key Facts
- Preliminary Q1 2026 revenue: $80.5M–$81.0M (~4% YoY growth)
- Q1 Adjusted EBITDA: $33.8M–$34.3M (~42% margin)
- Raised full-year 2026 Adjusted EBITDA outlook to $141M–$146M (from $136.5M–$141.5M)
- Full-year revenue outlook reiterated at $340M–$346M
- Business Payments revenue grew ~18% YoY; Consumer Payments ~4% YoY
- Completed strategic distribution partner buyout, positively impacting Adjusted EBITDA
Financial Impact
Adjusted EBITDA margin maintained at ~42% in Q1 and raised for full year, signaling operating leverage; revenue growth stable at 4% YoY
Risk Factors
- Preliminary data subject to change upon final reporting
- No GAAP EPS or revenue point estimate provided, increasing uncertainty
- Adjusted EBITDA is a non-GAAP metric and may not reflect underlying profitability
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-179019 |
| Document: 0001193125-26-179019-index.html | 0001193125-26-179019 |
| Document: 0001193125-26-179019.txt | 0001193125-26-179019 |
| 8-K Data (Synthetic) | 0001193125-26-179019 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | 144 | $4.00 | awaiting T+60 | — | $4.22 (+5.38%) |
Aug 10, 2026 11w ago | 8-K | $3.70 | awaiting T+60 | — | $4.22 (+13.92%) |
Jul 20, 2026 14w ago | 3 | $3.74 $3.95 | ▲ +5.62% | ▲ +1.64% | $4.22 (+12.70%) |
Jun 15, 2026 19w ago | 8-K | $3.28 $3.56 | ▲ +8.54% | ▲ +7.54% | $4.22 (+28.51%) |
May 4, 2026 25w ago | 8-K | $3.57 $3.96 | ▲ +10.92% | ▲ +8.18% | $4.22 (+18.07%) |
Apr 27, 2026 26w ago | 8-K | $4.04 $3.66 | ▼ −9.41% | ▼ −14.18% | $4.22 (+4.33%) |
Apr 14, 2026 28w ago | 8-K | $3.07 $4.06 | ▲ +32.25% | ▲ +23.72% | $4.22 (+37.30%) |
Mar 10, 2026 33w ago | EFFECT | $3.04 $3.65 | ▲ +20.07% | ▲ +8.38% | $4.22 (+38.65%) |
Feb 25, 2026 34w ago | 8-K | $2.95 $3.35 | ▲ +13.56% | ▲ +5.81% | $4.22 (+42.88%) |
US Market Status
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