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NerdWallet, Inc. Class A (NRDS)
:NRDS
US Market
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NerdWallet, Inc. Class A (NRDS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 19, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.17
Last Year’s EPS
0.51
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a strong quarter with revenue and income exceeding expectations, driven by significant growth in banking and personal loans. Operational efficiency improvements also contributed positively. However, challenges were noted in the SMB and credit cards verticals due to organic search headwinds, and there was a temporary reduction in brand marketing spend.
Company Guidance
During the Q3 2025 earnings call, NerdWallet provided robust guidance, surpassing its expectations for both revenue and non-GAAP operating income. The company reported a total revenue of $215 million, exceeding the guidance range of $189 million to $197 million, with significant contributions from the banking and personal loans sectors, which grew by 96% and 91% year-over-year, respectively. Additionally, NerdWallet achieved a non-GAAP operating income of $41 million, surpassing the guidance range of $23 million to $27 million, partly due to an $8 million underspend on brand marketing. Looking ahead, NerdWallet projects Q4 2025 revenue between $207 million and $215 million and anticipates non-GAAP operating income ranging from $20 million to $24 million, while projecting a full-year non-GAAP operating income between $91 million and $95 million. The company also highlighted its focus on capital allocation, completing $19 million in share repurchases during the quarter.
Revenue and Income Exceed Expectations
Total revenue for Q3 was $215 million, up 12% year-over-year, exceeding the guidance range of $189 million to $197 million. Non-GAAP operating income was $41 million, above the $23 million to $27 million guidance range.
Strong Performance in Banking and Personal Loans
Banking revenues were up 96% year-over-year, and personal loans increased by 91% year-over-year, contributing significantly to overall revenue growth.
Operational Efficiency and Free Cash Flow
Improvements in operational efficiency resulted in margin expansion, with trailing 12-month adjusted free cash flow increasing to over $85 million.
Share Repurchases
Completed $19 million of share repurchases during the quarter, reflecting confidence in long-term prospects.

NerdWallet, Inc. Class A (NRDS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

NRDS Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 19, 2026
2025 (Q4)
0.17 / -
0.51
Nov 06, 2025
2025 (Q3)
0.21 / 0.34
0
Aug 07, 2025
2025 (Q2)
0.10 / 0.11
-0.12191.67% (+0.23)
May 06, 2025
2025 (Q1)
-0.09 / 0.00
0.01
Feb 19, 2025
2024 (Q4)
0.01 / 0.51
-0.031800.00% (+0.54)
Oct 29, 2024
2024 (Q3)
0.04 / 0.00
-0.01
Jul 31, 2024
2024 (Q2)
-0.05 / -0.12
-0.1414.29% (+0.02)
Apr 25, 2024
2024 (Q1)
0.02 / 0.01
0.02-50.00% (-0.01)
Feb 14, 2024
2023 (Q4)
0.10 / -0.03
0.12-125.00% (-0.15)
Oct 26, 2023
2023 (Q3)
-0.08 / -0.01
0.01-200.00% (-0.02)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

NRDS Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
$11.98$13.64+13.86%
Aug 07, 2025
$11.08$9.18-17.15%
May 06, 2025
$8.46$10.91+28.96%
Feb 19, 2025
$13.98$11.38-18.60%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does NerdWallet, Inc. Class A (NRDS) report earnings?
NerdWallet, Inc. Class A (NRDS) is schdueled to report earning on Feb 19, 2026, After Close (Confirmed).
    What is NerdWallet, Inc. Class A (NRDS) earnings time?
    NerdWallet, Inc. Class A (NRDS) earnings time is at Feb 19, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is NRDS EPS forecast?
          NRDS EPS forecast for the fiscal quarter 2025 (Q4) is 0.17.

            NerdWallet, Inc. Class A (NRDS) Earnings News

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