PaySign Inc Class B (PAYS)
NASDAQ:PAYS
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.06Last Year’s EPS
0.02Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted a very strong quarter: substantial revenue and profit growth, wide margin expansion, a robust pharma pipeline, and continued plasma revenue expansion and cash generation. Management reiterated confident full-year guidance and plans to exceed prior program-addition performance. Key risks discussed include a lower-than-guided plasma center count (due to sales/closures), the SaaS/app not yet producing revenue (FDA engagement ongoing), a higher effective tax rate, and margin variability driven by seasonal mix. Overall the positives (large percentage growth across revenue, EBITDA, operating margin, patient assistance dollars, and pipeline strength) substantially outweigh the operational and timing-related lowlights.Company Guidance
Record Revenue Growth
Total revenue grew 50.8% year-over-year to $28.0 million, above the high end of guidance ($27.0 - $27.5M). Full-year revenue guidance is $106.5M-$110.5M (30%-35% YoY growth).
Strong Profitability & Operating Leverage
Net income increased 110% to $5.4 million ($0.09 per diluted share). Operating margin expanded ~1,040 basis points to 23.8% (from 13.4%), and adjusted EBITDA increased 113.4% to $10.6 million with adjusted EBITDA margin up to 37.8% (from 26.7%).
Patient Affordability (Pharma) Momentum
Pharma/patient affordability revenue rose 81.9% to $15.7 million; claim volume ~49% higher than Q1 2025. Patient affordability deployed >$540 million in financial assistance in Q1 vs ~$320 million a year ago. Active pharma programs grew (exited quarter at 135, 141 active at call, expected 147-150 by quarter end).
Plasma Business Growth and Cash Generation
Plasma revenue increased 24.9% year-over-year to $11.7 million. Average monthly revenue per center rose to $6,671 from $6,517. Exited quarter with 573 centers (up 89 year-over-year) and the plasma business remains a strong source of cash; unrestricted cash $20.5M and no bank debt.
Gross Margin Expansion
Gross profit margin expanded to 65% from 62.9% YoY, reflecting a higher mix of higher-margin Pharma revenue.
Efficient Expense Growth
Cost of revenues increased 42.2% and total operating expenses rose 25.5% (to $11.6M), both growing well below revenue growth, demonstrating operating leverage.
Robust Pipeline & Business Development
Management reported a strong pipeline after Assembia (ASX 26) with >50 meetings and real-time deal wins; they expect to exceed the 55 net program adds achieved in 2025, with roughly a 50/50 split between new clients and expansions.
Conservative Balance Sheet & Customer Deposits
Restricted cash increased to $159M (primarily customer program deposits and funds on card), and management holds substantial cash for potential acquisitions, shareholder returns, or other uses; remaining acquisition cash obligation is ~$6M to Gamma over next three anniversaries.
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 |
|---|---|---|---|
May 12, 2026 | $6.65 | $5.83 | -12.33% |
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% |
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 Inc Class B (PAYS) report earnings?
PaySign Inc Class B (PAYS) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is PaySign Inc Class B (PAYS) earnings time?
PaySign Inc Class B (PAYS) earnings time is at Aug 11, 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 (Q2) is 0.06.