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Abacus Global Management (ABX)
NYSE:ABX
US Market

Abacus Global Management (ABX) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 18, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.21
Last Year’s EPS
0.18
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Mar 12, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call emphasized robust growth across revenue, adjusted profitability, capital deployment, AUM expansion and monetization of proprietary mortality data — supported by a clear multi-vertical strategy (origination, asset management, data/technology, wealth). Management provided optimistic 2026 guidance (adjusted net income $96M–$104M, implying ~up to 22% growth) and multi-year targets for substantial EBITDA and AUM expansion. Key risks noted on the call include sizeable long-term debt relative to cash, the gap between GAAP and adjusted metrics, quarter-to-quarter variability in realized spreads, and a market valuation/perception gap that management is actively addressing. On balance the strong operational and financial momentum, growth in recurring fee revenue, product traction (mVerify), and capital-return actions outweighed the listed challenges.
Company Guidance
Abacus initiated 2026 guidance for adjusted net income of $96–$104 million (implying up to ~22% growth vs. 2025 adjusted net income of $85.7M) and is targeting >$5.0 billion in fee-paying AUM by year-end 2026 with technology revenue >$3M for 2026; in 2025 the company reported revenue of $235.2M (Q4 $71.9M), adjusted EBITDA $132.6M (56% FY margin; Q4 adjusted EBITDA $38.6M, 54% quarter margin), management fees $33.8M on ~$3.3B fee-paying AUM, deployed capital $580.8M for the year (Q4 deployment $230.7M), holds 804 policies on the balance sheet valued at $469.8M, cash $38.1M, long-term debt $405.8M, and adjusted ROE/ROIC of 20%; operating KPIs include annualized portfolio turnover of 2.6x, average holding period for sold policies 116 days vs. 269 days for policies retained, average realized gain 27% in Q4 (32% FY), a 12% close rate on >10,000 reviewed policies, mVerify tracking ~3M lives (≈300% YoY growth) with 97% coverage and <1% error, nearly $250M paid to policyholders in 2025, an inaugural $50M securitization with plans to scale (H1 follow-up potentially $100M+), and longer-term milestones targeting 2028 EBITDA of $250M on ~$30B AUM (~50% margins, 60% recurring revenue) and 2030 EBITDA of ~$450M on ~$50B AUM (≈70% recurring revenue), with an ultimate ambition of ~$2.5B revenue, ~$1.5B EBITDA and ~$150B AUM.
Consistent Outperformance and Track Record
Eleven consecutive quarters beating consensus; tripled adjusted net income and adjusted EBITDA over the multi-quarter span; expanded margins cited from 48% to 60%; ROE and ROIC consistently at or above 20%.
Strong Top-Line Growth
Full year 2025 revenue increased 110% to $235.2 million (from $111.9 million in 2024); Q4 revenue grew 116% year-over-year to $71.9 million (from $33.2 million).
Rapid Profitability Expansion (Adjusted)
Full year 2025 adjusted net income rose 84% to $85.7 million (from $46.5 million); full year adjusted EBITDA increased 115% to $132.6 million (from $61.6 million); adjusted EBITDA margin ~56% for 2025 (vs 55% prior year).
Record Origination and Capital Deployment
Q4 2025 capital deployed of $230.7 million (record for a quarter) and full year deployment of $580.8 million, an 82% year-over-year increase compared to prior year.
Growing Fee-Paying AUM and Management Fees
Fee-paying AUM approximately $3.3 billion; asset management generated nearly $33.8 million in management fees in 2025; longevity funds attracted $630 million in inflows and company targets >$5 billion fee-paying AUM by year-end 2026.
Commercializing Proprietary Data and Technology
Abacus Intel / mVerify achieved 4x growth, now tracking nearly 3 million lives (over 300% YoY increase); product claims ~97% coverage with <1% error and identifies mortality events in ~48 hours — enabling new SaaS-like recurring revenue opportunities and government/pension use cases.
Strong Origination Economics and Realized Gains
Average realized gain of 27% in Q4 and 32% for the full year (exceeding a 20% target); portfolio annualized turnover of 2.6x (above target 1.5-2.0x), reflecting disciplined origination and monetization cadence.
Capital Allocation and Shareholder Returns
Authorized additional $20 million share repurchase program on top of a prior $10 million program and paying a dividend from recurring net income; inaugural securitization completed and management targeting larger repeat securitizations.

Abacus Global Management (ABX) 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

ABX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 18, 2026
2026 (Q1)
0.21 / -
0.18
Mar 12, 2026
2025 (Q4)
0.19 / 0.23
0.1643.75% (+0.07)
Nov 06, 2025
2025 (Q3)
0.18 / 0.24
0.220.00% (+0.04)
Aug 07, 2025
2025 (Q2)
0.16 / 0.22
0.1822.22% (+0.04)
May 08, 2025
2025 (Q1)
0.16 / 0.18
0.1163.64% (+0.07)
Mar 27, 2025
2024 (Q4)
0.14 / 0.16
-0.098263.27% (+0.26)
Nov 07, 2024
2024 (Q3)
0.14 / 0.20
0.0141328.57% (+0.19)
Aug 12, 2024
2024 (Q2)
0.13 / 0.18
0.13434.33% (+0.05)
May 13, 2024
2024 (Q1)
- / 0.11
-0.011200.00% (+0.12)
Mar 21, 2024
2023 (Q4)
- / -0.10
-0.13929.50% (+0.04)
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

ABX Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 12, 2026
$9.85$9.80-0.51%
Nov 06, 2025
$5.12$6.26+22.27%
Aug 07, 2025
$5.34$5.76+7.87%
May 08, 2025
$8.13$8.57+5.41%
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 Abacus Global Management (ABX) report earnings?
Abacus Global Management (ABX) is schdueled to report earning on May 18, 2026, Before Open (Confirmed).
    What is Abacus Global Management (ABX) earnings time?
    Abacus Global Management (ABX) earnings time is at May 18, 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 ABX EPS forecast?
          ABX EPS forecast for the fiscal quarter 2026 (Q1) is 0.21.