Sign In
Buy RWAY
Runway Growth Finance Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.310 |
| EPS actual | $0.290 |
| EPS Surprise | -6.45% |
| Revenue estimate | 29.465M |
| Revenue actual | 29.45M |
| Revenue Surprise | -0.0514% |
| Release date | Mar 12, 2026 |
| EPS estimate | $0.360 |
| EPS actual | $0.320 |
| EPS Surprise | -11.11% |
| Revenue estimate | 31.949M |
| Revenue actual | 30.037M |
| Revenue Surprise | -5.98% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.380 |
| EPS actual | $0.430 |
| EPS Surprise | 13.16% |
| Revenue estimate | 31.603M |
| Revenue actual | 20.992M |
| Revenue Surprise | -33.58% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.390 |
| EPS actual | $0.380 |
| EPS Surprise | -2.56% |
| Revenue estimate | 35.107M |
| Revenue actual | 33.635M |
| Revenue Surprise | -4.19% |
Last 4 Quarters for Runway Growth Finance
Below you can see how RWAY 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 07, 2025 |
| Price on release | $10.87 |
| EPS estimate | $0.390 |
| EPS actual | $0.380 |
| EPS surprise | -2.56% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $10.60 |
| Aug 04, 2025 | $10.62 |
| Aug 05, 2025 | $10.74 |
| Aug 06, 2025 | $10.86 |
| Aug 07, 2025 | $10.87 |
| Aug 08, 2025 | $10.98 |
| Aug 11, 2025 | $10.96 |
| Aug 12, 2025 | $11.10 |
| Aug 13, 2025 | $11.06 |
| 4 days before | 2.55% |
| 4 days after | 1.75% |
| On release day | 1.01% |
| Change in period | 4.34% |
| Release date | Nov 06, 2025 |
| Price on release | $9.71 |
| EPS estimate | $0.380 |
| EPS actual | $0.430 |
| EPS surprise | 13.16% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $9.89 |
| Nov 03, 2025 | $9.91 |
| Nov 04, 2025 | $9.85 |
| Nov 05, 2025 | $9.78 |
| Nov 06, 2025 | $9.71 |
| Nov 07, 2025 | $9.89 |
| Nov 10, 2025 | $9.82 |
| Nov 11, 2025 | $9.82 |
| Nov 12, 2025 | $9.98 |
| 4 days before | -1.82% |
| 4 days after | 2.78% |
| On release day | 1.85% |
| Change in period | 0.91% |
| Release date | Mar 12, 2026 |
| Price on release | $7.16 |
| EPS estimate | $0.360 |
| EPS actual | $0.320 |
| EPS surprise | -11.11% |
| Date | Price |
|---|---|
| Mar 06, 2026 | $7.88 |
| Mar 09, 2026 | $7.88 |
| Mar 10, 2026 | $7.39 |
| Mar 11, 2026 | $7.33 |
| Mar 12, 2026 | $7.16 |
| Mar 13, 2026 | $6.63 |
| Mar 16, 2026 | $6.74 |
| Mar 17, 2026 | $7.03 |
| Mar 18, 2026 | $7.04 |
| 4 days before | -9.14% |
| 4 days after | -1.68% |
| On release day | -7.40% |
| Change in period | -10.66% |
| Release date | May 07, 2026 |
| Price on release | $6.83 |
| EPS estimate | $0.310 |
| EPS actual | $0.290 |
| EPS surprise | -6.45% |
| Date | Price |
|---|---|
| May 01, 2026 | $6.85 |
| May 04, 2026 | $6.89 |
| May 05, 2026 | $6.81 |
| May 06, 2026 | $6.81 |
| May 07, 2026 | $6.83 |
| May 08, 2026 | $6.54 |
| May 11, 2026 | $6.49 |
| May 12, 2026 | $6.66 |
| May 13, 2026 | $6.52 |
| 4 days before | -0.292% |
| 4 days after | -4.54% |
| On release day | -4.25% |
| Change in period | -4.82% |
Runway Growth Finance Earnings Call Transcript Summary of Q1 2026
Runway Growth Finance reported Q1 2026 results highlighting completion of the SWK Holdings acquisition (closed April 6) which materially diversified and enlarged the portfolio, increasing healthcare & life sciences to ~32% of fair value and expanding pro forma portfolio to ~$1.1B. Q1 investment income was $29.5M and net investment income (NII) was $10.6M ($0.29 per share); NAV was $12.13 (down 9.6% quarter-over-quarter) with pro forma NAV subsequent to the SWK close of $11.93 after estimated transaction costs. The firm temporarily slowed new originations to integrate SWK but plans to be selective and opportunistic from here, emphasizing late-stage, mission-critical software and healthcare investments. Portfolio fair value declined modestly to $886.3M driven largely by 2 loans (Marley Spoon and BlueShift) moved to Category 5 nonaccruals; the rating drift excluding those loans was modest. The company continues to report strong portfolio credit structure metrics (98% first-lien, 100% loans with covenants, 62% of software companies cash-flow positive) and a debt portfolio yield of 14.2% (Q1). Runway declared a Q2 regular dividend of $0.33 per share, launched a $15M share repurchase program, and expects the SWK portfolio to begin contributing to EPS in Q2 (partially) and be fully accretive in Q3. Management noted one-time impacts in Q1 (accelerated debt costs ~ $0.02–$0.03 per share) and expects a roughly $0.06 per share quarterly drag in Q2 from the new nonaccruals. Liquidity remains significant (total available liquidity of $372.3M as of March 31) with $179.2M of unfunded commitments.
