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Repay Holdings . Class A Earnings Calls
| Release date | May 04, 2026 |
| EPS estimate | $0.220 |
| EPS actual | $0.220 |
| Revenue estimate | 80.48M |
| Revenue actual | 80.794M |
| Revenue Surprise | 0.391% |
| Release date | Mar 09, 2026 |
| EPS estimate | $0.220 |
| EPS actual | $0.190 |
| EPS Surprise | -13.64% |
| Revenue estimate | 76.792M |
| Revenue actual | 78.585M |
| Revenue Surprise | 2.34% |
| Release date | Nov 10, 2025 |
| EPS estimate | $0.213 |
| EPS actual | $0.210 |
| EPS Surprise | -1.32% |
| Revenue estimate | 76.921M |
| Revenue actual | 77.725M |
| Revenue Surprise | 1.04% |
| Release date | Aug 11, 2025 |
| EPS estimate | $0.200 |
| EPS actual | $0.200 |
| Revenue estimate | 76.294M |
| Revenue actual | 75.626M |
| Revenue Surprise | -0.88% |
Last 4 Quarters for Repay Holdings . Class A
Below you can see how RPAY 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 | Aug 11, 2025 |
| Price on release | $5.36 |
| EPS estimate | $0.200 |
| EPS actual | $0.200 |
| Date | Price |
|---|---|
| Aug 05, 2025 | $4.98 |
| Aug 06, 2025 | $5.31 |
| Aug 07, 2025 | $5.32 |
| Aug 08, 2025 | $5.15 |
| Aug 11, 2025 | $5.36 |
| Aug 12, 2025 | $5.35 |
| Aug 13, 2025 | $5.70 |
| Aug 14, 2025 | $5.51 |
| Aug 15, 2025 | $5.43 |
| 4 days before | 7.63% |
| 4 days after | 1.31% |
| On release day | -0.187% |
| Change in period | 9.04% |
| Release date | Nov 10, 2025 |
| Price on release | $3.74 |
| EPS estimate | $0.213 |
| EPS actual | $0.210 |
| EPS surprise | -1.32% |
| Date | Price |
|---|---|
| Nov 04, 2025 | $4.13 |
| Nov 05, 2025 | $4.23 |
| Nov 06, 2025 | $3.88 |
| Nov 07, 2025 | $3.80 |
| Nov 10, 2025 | $3.74 |
| Nov 11, 2025 | $3.79 |
| Nov 12, 2025 | $3.61 |
| Nov 13, 2025 | $3.50 |
| Nov 14, 2025 | $3.57 |
| 4 days before | -9.44% |
| 4 days after | -4.55% |
| On release day | 1.34% |
| Change in period | -13.56% |
| Release date | Mar 09, 2026 |
| Price on release | $2.81 |
| EPS estimate | $0.220 |
| EPS actual | $0.190 |
| EPS surprise | -13.64% |
| Date | Price |
|---|---|
| Mar 03, 2026 | $3.00 |
| Mar 04, 2026 | $3.11 |
| Mar 05, 2026 | $3.03 |
| Mar 06, 2026 | $2.94 |
| Mar 09, 2026 | $2.81 |
| Mar 10, 2026 | $3.04 |
| Mar 11, 2026 | $2.84 |
| Mar 12, 2026 | $2.71 |
| Mar 13, 2026 | $2.67 |
| 4 days before | -6.33% |
| 4 days after | -4.98% |
| On release day | 8.19% |
| Change in period | -11.00% |
| Release date | May 04, 2026 |
| Price on release | $4.00 |
| EPS estimate | $0.220 |
| EPS actual | $0.220 |
| Date | Price |
|---|---|
| Apr 28, 2026 | $4.06 |
| Apr 29, 2026 | $3.77 |
| Apr 30, 2026 | $3.79 |
| May 01, 2026 | $3.86 |
| May 04, 2026 | $4.00 |
| May 05, 2026 | $3.57 |
| May 06, 2026 | $3.45 |
| May 07, 2026 | $3.49 |
| May 08, 2026 | $3.54 |
| 4 days before | -1.48% |
| 4 days after | -11.50% |
| On release day | -10.75% |
| Change in period | -12.81% |
Repay Holdings . Class A Earnings Call Transcript Summary of Q1 2026
Repay Holdings reported a solid Q1 2026: revenue of $80.8M (≈4% YoY), adjusted EBITDA of $34.4M (~43% margin), positive free cash flow ($5.4M) and ~2.7x net leverage at quarter end. Consumer Payments grew ~4% with traction in digital wallet and AI-enabled voice payments; Business Payments grew ~18% (normalized ≈16%) with new partner wins, strong vendor enablement (+70% vendors YoY) and early political media contributions ahead of the 2026 midterms. Management raised full-year adjusted EBITDA margin expectations to ~42% and reiterated guidance: 2026 revenue $340–346M (10–12% reported growth; 7–9% normalized ex-political media), adjusted EBITDA $141–146M, and a free cash flow conversion target of 45%. The company announced a strategically significant acquisition of Kubra (expected close in Q2 2026, fully financed) which management says will roughly double revenue, expand household reach (interact with >40% of US/Canadian households monthly), increase annual payment volume to >$130B, improve free cash flow profile, and create identifiable cost/revenue synergies. Management is targeting a return to below 3x net leverage within ~18 months post-close. Board rejected an unsolicited buyout proposal from Forger Capital and denied a nomination waiver request from Veridae Partners. Key risks noted: integration execution for Kubra, regulatory approvals, and embedded network data-program impacts (L2/L3) on gross profit, which have been incorporated into guidance.
