Education
About Us
Working with TipRanks
Follow Us
Quinstreet (QNST)
NASDAQ:QNST
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.31Last Year’s EPS
0.21Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive and growth-oriented message: record revenue, beat outlook, meaningful guidance for higher revenue and EBITDA, a strategic and accretive acquisition (Homebody) expected to add $30M+ adjusted EBITDA and expand higher-margin media footprint, and long-term margin targets supported by AI and product initiatives. Offsetting items included modest year-over-year softness in parts of the financial services vertical (auto insurance down ~2% YoY), current adjusted EBITDA margin below the 10% target (~7.3% last quarter), and added near-term financing and payment obligations from the Homebody acquisition. On balance, the positive operational results, clear guidance, and strategic M&A + AI positioning outweigh the noted risks and challenges.Company Guidance
Record Revenue and Strong Q2 Results
Total revenue for fiscal Q2 was $287.8 million (second consecutive record quarter), adjusted EBITDA was $21.0 million, and adjusted net income was $14.0 million or $0.24 per share. The company exceeded its outlook for both revenue and adjusted EBITDA.
Confident Forward Guidance
Q3 revenue guidance of $330–$340 million and adjusted EBITDA guidance of $26.5–$30.5 million. Full fiscal year 2026 revenue guidance of $1.25–$1.3 billion and adjusted EBITDA guidance of $110–$115 million.
Home Services Growth and Scale Expansion
Home services revenue grew 13% year-over-year to $71 million in Q2 and is running near $300M annually on legacy basis; combined with Homebody expected to represent $400–$500 million per year. Home services has been growing at a >15% CAGR.
Homebody Acquisition — Strategic and Accretive
Closed acquisition of Homebody (early January) with $115 million closing consideration (funded $45M cash + $70M drawn on new $150M revolver) plus $75M in post-close payments over four years. Management expects Homebody to generate $30M+ adjusted EBITDA in the first 12 months and to be accretive to prior outlook.
Auto Insurance Momentum
Auto insurance showed strong demand and outperformance vs. seasonality with sequential growth of 6% quarter-over-quarter; management expects continued significant growth and margin improvement over coming quarters and years.
Disciplined Capital Position
Closed Q2 with $107 million cash and no bank debt (pre-acquisition). Management emphasized disciplined capital allocation priorities: investing in products, accretive M&A, and share repurchases.
Track Record of Successful Acquisitions
Management highlighted past M&A successes: Modernize Home Services revenue up ~150% since 2020 and Aquavita Media revenue up ~300% since 2024, underscoring expected accretion and scaling potential from Homebody.
AI Integration and Competitive Advantage
Company reports long history of AI use (since 2008), no negative traffic trends, increasing SEM/AI-based search volume (viewed as net positive), and expects AI to be additive to revenue and margins.
Non-Insurance Financial Services Strength
Non-insurance financial services (personal loans, credit cards, banking) grew 10% year-over-year, reflecting diversification within the financial services vertical.
QNST 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
QNST Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $11.06 | $12.24 | +10.67% |
Nov 06, 2025 | $13.87 | $13.78 | -0.65% |
Aug 07, 2025 | $16.20 | $15.19 | -6.23% |
May 07, 2025 | $18.28 | $15.64 | -14.44% |
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 Quinstreet (QNST) report earnings?
Quinstreet (QNST) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Quinstreet (QNST) earnings time?
Quinstreet (QNST) earnings time is at May 13, 2026, Before Open (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 QNST EPS forecast?
QNST EPS forecast for the fiscal quarter 2026 (Q3) is 0.31.