The call highlighted strong sales growth, successful acquisitions, and market expansion, but faced challenges with gross margin pressure and unexpected tariffs. Despite these challenges, the company increased its revenue outlook for 2025.
Company Guidance -
Q3 2025
During the CPI Card Group's second quarter 2025 earnings call, several key metrics and guidance updates were provided. The company reported a 9% increase in net sales for the quarter, reaching $129.8 million, and a 15% increase excluding the impact of a one-time non-cash accounting change. The Secure Card business saw over 15% growth, while the Card@Once instant issuance solution grew more than 20%, expanding to over 17,000 locations. The Arroweye acquisition contributed approximately $10 million in revenue in less than two months, exceeding expectations. However, gross margins decreased to 30.9% due to sales mix, increased tariffs, and higher production costs. The company updated its 2025 outlook with expectations for low double-digit to mid-teens sales growth, maintaining its adjusted EBITDA outlook despite increased tariffs expected to impact costs by approximately $5 million for the year. Additionally, the Arroweye acquisition and strategic investments in new markets and facilities are anticipated to drive long-term growth.
Strong Sales Growth
Secure Card business saw volume and sales growth greater than 15% in the first half, with Card@Once growing more than 20% and Prepaid business sales up 17% excluding accounting changes.
Successful Arroweye Acquisition
Arroweye acquisition contributed nearly $10 million in revenue in less than 2 months, exceeding expectations for sales and profitability.
Expansion into New Markets
CPI expanded the Card@Once solution into government disbursement space and secured commitments for closed-loop prepaid packages, indicating successful market diversification.
Increased Revenue Outlook
Net sales outlook for 2025 increased to low double-digit to mid-teens growth due to Arroweye acquisition and organic growth.
CPI Card Group (PMTS) 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
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
PMTS Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 08, 2025
$18.62
$13.25
-28.84%
May 07, 2025
$25.34
$20.18
-20.36%
Mar 04, 2025
$31.88
$29.74
-6.71%
Nov 05, 2024
$22.54
$24.14
+7.10%
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 CPI Card Group Inc (PMTS) report earnings?
CPI Card Group Inc (PMTS) is schdueled to report earning on Nov 11, 2025, Before Open (Confirmed).
What is CPI Card Group Inc (PMTS) earnings time?
CPI Card Group Inc (PMTS) earnings time is at Nov 11, 2025, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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