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PROG Holdings Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $0.780 |
| EPS actual | $1.24 |
| EPS Surprise | 58.97% |
| Revenue estimate | 732.701M |
| Revenue actual | 742.674M |
| Revenue Surprise | 1.36% |
| Release date | Feb 18, 2026 |
| EPS estimate | $0.600 |
| EPS actual | $0.740 |
| EPS Surprise | 23.33% |
| Revenue estimate | 584.004M |
| Revenue actual | 574.586M |
| Revenue Surprise | -1.61% |
| Release date | Oct 22, 2025 |
| EPS estimate | $0.730 |
| EPS actual | $0.90 |
| EPS Surprise | 23.29% |
| Revenue estimate | 581.822M |
| Revenue actual | 595.108M |
| Revenue Surprise | 2.28% |
| Release date | Jul 23, 2025 |
| EPS estimate | $0.790 |
| EPS actual | $1.02 |
| EPS Surprise | 29.11% |
| Revenue estimate | 588.024M |
| Revenue actual | 604.663M |
| Revenue Surprise | 2.83% |
Last 4 Quarters for PROG Holdings
Below you can see how PRG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 23, 2025 |
| Price on release | $33.37 |
| EPS estimate | $0.790 |
| EPS actual | $1.02 |
| EPS surprise | 29.11% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $28.84 |
| Jul 18, 2025 | $28.60 |
| Jul 21, 2025 | $28.22 |
| Jul 22, 2025 | $28.61 |
| Jul 23, 2025 | $33.37 |
| Jul 24, 2025 | $32.63 |
| Jul 25, 2025 | $32.55 |
| Jul 28, 2025 | $32.60 |
| Jul 29, 2025 | $32.17 |
| 4 days before | 15.71% |
| 4 days after | -3.60% |
| On release day | -2.22% |
| Change in period | 11.55% |
| Release date | Oct 22, 2025 |
| Price on release | $32.58 |
| EPS estimate | $0.730 |
| EPS actual | $0.90 |
| EPS surprise | 23.29% |
| Date | Price |
|---|---|
| Oct 16, 2025 | $31.17 |
| Oct 17, 2025 | $31.40 |
| Oct 20, 2025 | $31.75 |
| Oct 21, 2025 | $32.72 |
| Oct 22, 2025 | $32.58 |
| Oct 23, 2025 | $31.14 |
| Oct 24, 2025 | $31.04 |
| Oct 27, 2025 | $31.57 |
| Oct 28, 2025 | $31.49 |
| 4 days before | 4.52% |
| 4 days after | -3.35% |
| On release day | -4.42% |
| Change in period | 1.03% |
| Release date | Feb 18, 2026 |
| Price on release | $36.12 |
| EPS estimate | $0.600 |
| EPS actual | $0.740 |
| EPS surprise | 23.33% |
| Date | Price |
|---|---|
| Feb 11, 2026 | $33.81 |
| Feb 12, 2026 | $33.34 |
| Feb 13, 2026 | $33.37 |
| Feb 17, 2026 | $33.87 |
| Feb 18, 2026 | $36.12 |
| Feb 19, 2026 | $40.42 |
| Feb 20, 2026 | $40.50 |
| Feb 23, 2026 | $38.18 |
| Feb 24, 2026 | $37.08 |
| 4 days before | 6.83% |
| 4 days after | 2.66% |
| On release day | 11.90% |
| Change in period | 9.67% |
| Release date | Apr 29, 2026 |
| Price on release | $35.84 |
| EPS estimate | $0.780 |
| EPS actual | $1.24 |
| EPS surprise | 58.97% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $31.38 |
| Apr 24, 2026 | $31.43 |
| Apr 27, 2026 | $30.24 |
| Apr 28, 2026 | $28.88 |
| Apr 29, 2026 | $35.84 |
| Apr 30, 2026 | $35.83 |
| May 01, 2026 | $36.19 |
| May 04, 2026 | $35.89 |
| May 05, 2026 | $35.52 |
| 4 days before | 14.21% |
| 4 days after | -0.89% |
| On release day | -0.0279% |
| Change in period | 13.19% |
PROG Holdings Earnings Call Transcript Summary of Q1 2026
PROG Holdings reported a strong Q1 2026 driven by triple-digit growth at Four Technologies, double-digit GMV growth at Purchasing Power, and improving trends at Progressive Leasing. Consolidated GMV (post-Purchasing Power) rose 54% year-over-year to $806 million; consolidated revenue was $743 million (up 11% YoY). Consolidated adjusted EBITDA was $90.3 million and non-GAAP EPS was $1.24, both above prior guidance. Key drivers: Four’s GMV ($280M) and profitability (Q1 adjusted EBITDA $12.9M, 37% margin), improving portfolio yield and lower-than-expected 90-day purchase option utilization in Progressive Leasing, and continued double-digit GMV growth at Purchasing Power. Management emphasized continued investments in AI, digital channels and cross-product ecosystem integration, plus disciplined capital allocation: $210M of recourse debt paid down in Q1, bringing net leverage to ~2.0x (within the 1.5–2x target). The company raised its full-year 2026 outlook (revenue $3.0–3.1B; adjusted EBITDA $343–370M; non-GAAP EPS $4.40–4.80) while noting macro uncertainty (e.g., higher gas prices) and seasonal cash needs in Q4. Management expects continued portfolio health, write-offs to remain within the 6–8% target, and sees material upside from cross-sell between businesses over time.
