Pattern Group Posts $2.5B 2025 Revenue, 52% EBITDA Growth and $100M Buyback

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Pattern Group posted full-year 2025 revenue up 39% to $2.5B and Q4 revenue rose 40% to $723M, while adjusted EBITDA grew 52% y/y to $153M and Q4 net income reached $28.7M. The company authorized a $100M share repurchase and guided 2026 revenue of $3.12–3.16B with adjusted EBITDA near $180M.

1. Record 2025 Financial Results

Pattern Group reported full-year revenue rose 39% to $2.5B, with Q4 revenue up 40% to $723M. Adjusted EBITDA increased 52% to $153M, Q4 net income reached $28.7M, and existing brand partner revenue hit a record $2.2B.

2. Share Repurchase and 2026 Outlook

The board authorized a $100M share repurchase and guided 2026 revenue of $3.12–3.16B (25–26% growth) with adjusted EBITDA near $180–182M. Q1 revenue is forecast at $710–720M, implying 31–33% growth, with continued investment in growth and margins.

3. AI, Automation and M&A Strategy

Management highlighted an intelligence layer with over 66 trillion data points powering AI-driven commerce, enabling rapid bid and price changes. The company plans increased R&D spending, fulfillment expansion and targeted acquisitions to accelerate higher-margin SaaS and logistics revenue.

Sources

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