Offerpad is showing signs of improvement and strategic growth, particularly in operational efficiency and asset-light services. However, the company is still facing challenges in achieving profitability and dealing with a transitioning housing market.

Company Guidance

During Offerpad's Third Quarter 2025 Earnings Call, the guidance provided emphasized a strategic focus on growth and efficiency amid evolving market conditions. Offerpad highlighted its intention to ramp up towards 1,000 transactions per quarter as a near-term profitability goal, with a current mix of about 1/3 asset-light services like HomePro and Direct+ and 2/3 Cash Offers, expecting this to shift towards a 50-50 balance. The company reported Q3 revenue of $133 million with 367 homes sold, a gross margin of 7%, and operating expenses reduced by 37% year-over-year. Offerpad anticipates Q4 revenue between $100 million and $125 million, with homes sold ranging from 300 to 350. The company is focusing on leveraging technology and AI to improve operational efficiency, such as AI-driven picture recognition to enhance the home inspection process. The guidance also included an optimistic outlook for market stabilization, with easing mortgage rates and increased sales activity, positioning Offerpad to capitalize on these trends with disciplined acquisition and inventory management strategies.

Revenue and Margin Improvement

Offerpad reported third-quarter revenue of $133 million, with a gross margin of 7%, resulting in a $9.3 million gross profit. Operating expenses, excluding property costs, were reduced by 37% year-over-year.

Efficiency and Scalability Enhancements

The company has improved its adjusted EBITDA sequentially by 4% to a loss of $4.6 million, indicating progress in operational improvements. Offerpad is leveraging AI for picture recognition and smart scoping technology to enhance efficiency and scalability.

Leadership Strengthening

Chris Carpenter joined Offerpad as Chief Operating Officer. With over 20 years of experience, he is expected to help drive efficiency and execution at scale.

Asset-Light Services Growth

Offerpad is expanding its asset-light services like HomePro, Renovate, and Direct+, which are expected to represent a larger share of revenue and margin in the future.

Offerpad Solutions (OPAD) 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

Daily Earnings Calendar >

OPAD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 25, 2026	2025 (Q4)	-0.29 / -	-0.63	―	―	―
Nov 03, 2025	2025 (Q3)	-0.28 / -0.34	-0.49	30.82% (+0.15)
Aug 04, 2025	2025 (Q2)	-0.35 / -0.39	-0.503	22.47% (+0.11)
May 05, 2025	2025 (Q1)	-0.51 / -0.54	-0.653	17.76% (+0.12)	―
Feb 24, 2025	2024 (Q4)	-0.45 / -0.63	-0.57	-10.53% (-0.06)	―
Nov 04, 2024	2024 (Q3)	-0.36 / -0.49	-0.73	32.88% (+0.24)	―
Aug 05, 2024	2024 (Q2)	-0.29 / -0.50	-0.82	38.66% (+0.32)	―
May 06, 2024	2024 (Q1)	-0.40 / -0.65	-2.55	74.39% (+1.90)	―
Feb 26, 2024	2023 (Q4)	-0.43 / -0.57	-7.35	92.24% (+6.78)	―
Nov 01, 2023	2023 (Q3)	-0.63 / -0.73	-4.976	85.33% (+4.25)	―

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

OPAD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 03, 2025	$2.30	$1.73	-24.78%
Aug 04, 2025	$1.20	$1.12	-6.67%
May 05, 2025	$1.03	$0.95	-7.77%
Feb 24, 2025	$2.20	$2.12	-3.64%

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 Offerpad Solutions Inc. (OPAD) report earnings?

Offerpad Solutions Inc. (OPAD) is schdueled to report earning on Feb 25, 2026, After Close (Confirmed).

What is Offerpad Solutions Inc. (OPAD) earnings time?

Offerpad Solutions Inc. (OPAD) earnings time is at Feb 25, 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 OPAD EPS forecast?

OPAD EPS forecast for the fiscal quarter 2025 (Q4) is -0.29.

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