Priority Technology Holdings Inc (PRTH)
NASDAQ:PRTH
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.19Last Year’s EPS
0.1Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial picture: solid full-year and Q4 revenue growth, strong margin expansion, doubled adjusted EPS, meaningful customer and transaction growth, robust cash generation, and remediation of a prior material weakness. These positives are balanced by notable near-term headwinds — slower organic growth in core Merchant Solutions verticals, pressure from lower interest rates, higher operating expenses as the company invests in sales and tech talent, continued non-profitable scaling of early-stage ventures, and an elevated absolute debt level. Management provided conservative but constructive 2026 guidance that assumes these headwinds while still delivering growth and improved adjusted EBITDA, indicating confidence in execution and deleveraging over time.Company Guidance
Full Year Revenue and Profit Growth
Net revenue grew ~8.3% year-over-year for fiscal 2025; adjusted gross profit increased 14% and adjusted EBITDA increased 10% for the year, demonstrating broad-based operational improvement.
Adjusted EPS Doubled
Adjusted EPS increased by $0.52 or 102% year-over-year to $1.03 for fiscal 2025, reflecting improved profitability per share.
Significant Customer and Volume Expansion
Total customer accounts rose to 1.8 million from 1.2 million (an increase of ~50% year-over-year); annual transaction volume increased by $20 billion to $150 billion (prior year implied $130 billion, ~+15.4%).
Strong Q4 Revenue and Margin Improvement
Q4 revenue was $247.1 million, up 9% year-over-year; adjusted gross profit increased 19% to $100.2 million and adjusted EBITDA rose 16% to $60.1 million. Adjusted gross profit margin expanded to 40.6%, up ~360 basis points versus prior-year Q4.
High-Margin Treasury Solutions Momentum
Treasury Solutions Q4 revenue was $57.3 million (+17.8% YoY) with adjusted gross profit $52.7 million (+15.7%) and a very high gross margin of 91.9%; CFTPay billed clients exceeded 1.1 million and Passport and Tech Ventures showed strong enrollment and partner growth.
Payables Segment Operating Leverage
Payables Q4 revenue was $26.8 million (+12.7% YoY); adjusted gross profit grew 15.9% to $7.4 million and adjusted EBITDA increased 60.8% to $3.9 million, supported by an ~9% reduction in operating expenses before D&A in the segment.
Merchant Solutions Scale and Acquisition Benefits
Merchant Solutions Q4 revenue was $165.3 million (+6.2% YoY, including ~3% organic + ~3% from Boom Commerce and DMS acquisitions); card volume was $18.5 billion (+2.3% YoY) and Q4 adjusted gross profit grew 25.5% to $40.1 million driven by acquisitions.
Cash Flow, Liquidity and Deleveraging Progress
Q4 free cash flow was $28 million and run-rate free cash flow ~ $112 million (~$1.34 per diluted share). Net leverage improved to 4.2x (from 4.4x in Q3); pro forma for acquisitions leverage would be ~3.9x. End-of-quarter liquidity was $177 million (including $100M revolver and $77M cash).
2026 Financial Guidance with Continued Growth
Guidance for fiscal 2026: revenue growth of 6%–9% to $1.01B–$1.04B, adjusted gross profit $405M–$425M with gross margin expansion of 75–100 bps, and adjusted EBITDA of $230M–$245M, reflecting confidence despite macro and interest-rate headwinds.
Remediation of Material Weakness
As of December 31, 2025, the company successfully remediated the material weakness in internal controls over financial reporting and maintained effective internal controls for the fiscal year end.
PRTH Earnings History
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
PRTH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 10, 2026 | $5.38 | $5.41 | +0.56% |
Nov 06, 2025 | $6.94 | $4.85 | -30.12% |
Aug 07, 2025 | $6.80 | $7.45 | +9.56% |
May 06, 2025 | $7.57 | $6.90 | -8.85% |
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 Priority Technology Holdings Inc (PRTH) report earnings?
Priority Technology Holdings Inc (PRTH) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Priority Technology Holdings Inc (PRTH) earnings time?
Priority Technology Holdings Inc (PRTH) earnings time is at May 13, 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 PRTH EPS forecast?
PRTH EPS forecast for the fiscal quarter 2026 (Q1) is 0.19.