Trade The News story
Reports Q3 $0.18 adj v $0.17e, Rev $1.39B v $1.26Be
- Raises FY26 adj EPS $0.61 v $0.60e, Rev $5.04B v $4.84Be, GAAP Net $840.0M , adj EBITDA $1.66B, Trims margin 33% (prior: adj EPS $0.60 , Rev $4.75-4.85B , GAAP Net $825M , adj EBITDA $1.6B, margin 33-34% )
- Affirms FY26 total members growth by at least 30% y/y (prior: at least 30% y/y )
- Adj EBITDA $469.8M v $276.9M y/y , margin 34% v 29% y/y
- Total Deposits $51.3B v $45.5B
- Total members 17.1M v 15.8M q/q
- Technology Platform enabled accounts 140.4M v 135M q/q
- Comments: CEO: "We had exceptional Q3 results against the backdrop of any environment, but they are even more remarkable given how 2026 has unfolded"
- Affirms FY26 total members growth by at least 30% y/y (prior: at least 30% y/y )
- Adj EBITDA $469.8M v $276.9M y/y , margin 34% v 29% y/y
- Total Deposits $51.3B v $45.5B
- Total members 17.1M v 15.8M q/q
- Technology Platform enabled accounts 140.4M v 135M q/q
- Comments: CEO: "We had exceptional Q3 results against the backdrop of any environment, but they are even more remarkable given how 2026 has unfolded"