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LM Funding America Inc (LMFA)
NASDAQ:LMFA
US Market

LM Funding America (LMFA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 18, 2026
TBA (Not Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
Last Year’s EPS
-1.05
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Mar 27, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a balanced picture: strong operational progress (capacity expansion to 26 MW, energized hash rate and production records, immersion program, and a doubled Bitcoin treasury) and active capital-structure moves to reduce dilution. However, near-term financials were negatively impacted by Bitcoin price declines, mark-to-market adjustments, impairment charges, compressed margins (25% vs 49% prior quarter), and sizable net losses. The company emphasizes that many negative items are noncash or integration-related and highlights momentum heading into 2026, but material exposure to BTC price and near-term liability maturities remain risks.
Company Guidance
Management's guidance for 2026 is to shift from building to scaling—“grow production, improve efficiency and increase Bitcoin per share”—by leveraging two wholly owned sites with 26 MW of capacity, an energized hash rate that reached ~782 PH (late Feb 2026) after ending 2025 at ~750 PH across ~22.5 MW, record monthly production (February 2026 = company high), and an active immersion program (first BC40 Elite energized in Dec adding ~35 PH from 160 S21 units, a second immersion container online in Jan adding ~35 PH); the Q4 fleet ran ~6,850 machines (300 S21 XP deployed in Feb), Q4 production was 22 BTC (up 25% from 17.6 BTC in Q3) with Q4 revenue $2.4M (↑8.7% sequential, ↑19% YoY) and a Q4 mining margin of 25% (vs 49% in Q3), while full-year 2025 mined 82.3 BTC with revenue ~$8.8M; they plan disciplined M&A in the 5–20 MW range targeting power in the $0.035–$0.045/kWh band (Mississippi site ~ $0.036/kWh; prior acquisition ~ $355k/MW) and further buildout of ~3+ MW at Mississippi, balanced against a growing Bitcoin treasury (from ~150 BTC to ~356 BTC at Dec 31; 354.7 BTC as of Feb 28, 2026 valued at ~$23.8M at $67k/BTC or ~$31.2M at year-end prices), a year-end asset base of $51.3M, liabilities of $22.4M (including an $11M Galaxy loan and a $7M note), and recent capital actions ( ~$8M deployed to retire >3.3M shares and 7.2M warrants, Galaxy maturity extended to April 24, 2026) to preserve flexibility in funding growth.
Bitcoin Treasury Growth
Bitcoin holdings grew from ~150 BTC at the start of 2025 to ~356 BTC at December 31, 2025 (more than doubling). Includes strategic purchases of 164 BTC in August and 47 BTC in December 2025.
Sequential and Year-over-Year Revenue Growth
Q4 2025 total revenue of $2.4M, up 8.7% sequentially from Q3 and up 19% year-over-year. Full-year 2025 revenue of approximately $8.8M.
Higher Bitcoin Production and Energized Hash Rate
Q4 mined 22 BTC, a 25% sequential increase from 17.6 BTC in Q3. Full-year 2025 production was ~82.3 BTC. Energized hash rate rose to ~750 PH across 22.5 MW at year-end and reached ~782 PH by late February 2026 (company record).
Owned Capacity Expansion and Strategic Acquisition
Expanded to two wholly-owned sites totaling 26 MW of capacity after acquiring an 11 MW site in Columbus, Mississippi (added ~7.5 MW energized capacity and ~220 PH). Acquisition power price approximately $0.036/kWh; acquisition cost cited around $355,000 per MW.
Immersion Cooling Program Launched and Scaled
Energized first BC40 Elite immersion unit in December (160 S21 immersion miners, ~35 PH added). Second immersion container energized in January 2026 adding another ~35 PH; immersion rollout contributed to improved uptime and efficiency.
Fleet Refresh and Efficiency Improvements
Relocated ~800 machines into owned site, replaced older S19 JPro miners with more efficient S21 and S21 XP hardware (deployed ~300 S21 XP in Feb 2026), driving improved fleet efficiency and lower power costs.
Capital Structure Actions to Reduce Dilution
Deployed $8M in October to retire >3.3M shares and 7.2M warrants; renegotiated Galaxy facility in Feb 2026 to extend maturity to April 24, 2026, and used balance sheet to fund Mississippi acquisition and capital raises.
Record Early-2026 Operational Momentum
Management reported February 2026 as the highest production month in company history and stated the company is tracking toward record monthly production and improved Bitcoin per share in 2026.

LM Funding America (LMFA) 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

LMFA 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)
- / -
-1.05
Mar 27, 2026
2025 (Q4)
-0.35 / -1.33
-0.86-54.65% (-0.47)
Nov 14, 2025
2025 (Q3)
-0.40 / -0.41
-2.4182.99% (+2.00)
Aug 14, 2025
2025 (Q2)
-0.52 / 0.02
-2.44100.82% (+2.46)
May 15, 2025
2025 (Q1)
- / -1.05
0.61-272.13% (-1.66)
Mar 31, 2025
2024 (Q4)
-0.74 / -1.05
0.61-272.13% (-1.66)
Nov 13, 2024
2024 (Q3)
-2.35 / -2.41
-1.98-21.72% (-0.43)
Aug 14, 2024
2024 (Q2)
-0.85 / -2.44
-2.1-16.19% (-0.34)
May 16, 2024
2024 (Q1)
- / -
-2.46
Apr 01, 2024
2023 (Q4)
-0.57 / 0.61
-2.46124.80% (+3.07)
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

LMFA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 27, 2026
$0.32$0.29-8.44%
Nov 14, 2025
$1.09$0.95-13.12%
Aug 14, 2025
$2.38$2.41+1.26%
May 15, 2025
$1.65$1.58-4.24%
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 LM Funding America Inc (LMFA) report earnings?
LM Funding America Inc (LMFA) is schdueled to report earning on May 18, 2026, TBA (Not Confirmed).
    What is LM Funding America Inc (LMFA) earnings time?
    LM Funding America Inc (LMFA) earnings time is at May 18, 2026, TBA (Not Confirmed).
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          What is LMFA EPS forecast?
          Currently, no data Available