Repay Holdings Q4 EPS Misses by 13.6%, Guides $340–$346M

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Repay Holdings reported Q4 adjusted EPS of $0.19, missing consensus by 13.6%, on revenue of $78.6 million that topped estimates by 2.3%. GAAP loss reached $140.1 million and full-year 2026 revenue guidance stood at $340 million to $346 million, while shares have slid nearly 20% year to date.

1. Q4 Earnings Performance

Repay Holdings delivered adjusted Q4 EPS of $0.19, falling 13.6% short of the $0.22 consensus and down from $0.24 a year earlier. Revenue rose to $78.6 million, surpassing forecasts by 2.3%, marking the third revenue beat in four quarters.

2. GAAP Loss and Annual Results

The quarter’s GAAP loss totaled $140.1 million, or $1.71 per share, while full-year net loss amounted to $256.7 million, or $3.00 per share. Annual revenues reached $309.3 million, reflecting modest year-over-year growth in top-line.

3. Outlook and Share Performance

Management projects fiscal 2026 revenues of $340 million to $346 million. Shares have declined about 19.5% year to date, underperforming the broader market by over 18 percentage points.

Sources

FFB