PaySign (PAYS)
NASDAQ:PAYS
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.07Last Year’s EPS
0.05Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong operational and financial narrative: robust revenue growth (40.5% FY2025), material profitability improvement (net income +98%, adjusted EBITDA +107%), rapid scaling of the high-margin patient affordability business (revenue +167.8%, processed claims +79%), meaningful client savings from dynamic business rules, and positive 2026 guidance (30%–35% revenue growth). Offsetting items included lower plasma revenue per center driven by elevated inventory, a small number of center losses, a high Q4 tax rate impact, pending FDA review for the BECS product, and the need to educate the investor base about the business model. Overall, the highlights substantially outweigh the lowlights, signaling positive momentum and operating leverage heading into 2026.Company Guidance
Strong Revenue Growth
Total revenue increased 40.5% year-over-year to $82.0 million for FY2025.
Sharp Profitability Improvement
Net income increased 98% to $7.6 million and adjusted EBITDA increased 107% to $19.9 million for FY2025; operating margin expanded to 9.0% from 1.7% a year earlier (up 723 basis points).
Patient Affordability Business Scale-Up
Patient affordability annual revenue grew 167.8% to $33.9 million (from $12.7 million in 2024); processed claims rose ~79%; platform delivered nearly $1.0 billion in financial assistance to over 840,000 patients in 2025.
Meaningful Client Savings via Dynamic Business Rules
Dynamic business rules saved clients over $325 million in 2025 and has already saved almost $150 million year-to-date, demonstrating significant ROI for pharmaceutical customers.
Program and Client Expansion
Added 55 patient affordability programs in 2025, bringing active programs to 131 across more than 70 clients; Paysign now services programs with 6 of the top 10 U.S. pharmaceutical manufacturers by revenue.
Plasma Business Growth and Scale
Plasma revenue grew 4% to $45.6 million in 2025; company exited 2025 with 595 centers (up 115 centers YoY) and maintains roughly a 50% market share.
Improved Margins and Operating Leverage
Gross profit margin improved to 59.4% (from 55.1%) while operating expenses grew 32.6%—well below revenue growth—supporting increased operating leverage and management's view of a fixed-cost inflection point.
Strong Liquidity and Debt Position
Exited the year with $21.1 million in cash (nearly double prior year) and zero bank debt.
2026 Guidance Reflects Continued Growth
Guidance for 2026 revenue of $106.5M–$110.5M (30%–35% YoY), net income forecasted to nearly double to $13M–$16M, and adjusted EBITDA guidance of $30M–$33M; Q1 2026 revenue guidance $27.0M–$27.5M (45.2%–47.8% YoY).
Improving Q1 Margin Expectations
Q1 2026 projected operating margin of 20%–22%, net margin 17%–19%, and adjusted EBITDA margin 34.5%–36.5%.
PAYS 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
PAYS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 24, 2026 | $3.77 | $5.15 | +36.60% |
Nov 12, 2025 | $5.47 | $5.47 | 0.00% |
Aug 05, 2025 | $7.12 | $5.22 | -26.69% |
May 08, 2025 | $2.71 | $2.75 | +1.48% |
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 PaySign (PAYS) report earnings?
PaySign (PAYS) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is PaySign (PAYS) earnings time?
PaySign (PAYS) earnings time is at May 12, 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 PAYS EPS forecast?
PAYS EPS forecast for the fiscal quarter 2026 (Q1) is 0.07.