Upbound Group's stock surged 5.22% during Thursday's intraday trading session, driven by the company's better-than-expected fourth-quarter 2025 financial results and robust operational performance across its key business segments.
The financial solutions provider reported quarterly adjusted earnings of $1.01 per share, surpassing the FactSet consensus estimate of $0.97. Revenue for the quarter reached $1.2 billion, also beating analyst expectations of $1.17 billion and representing an 11% year-over-year increase.
Operational highlights included strong execution from the Acima segment, which achieved its ninth consecutive quarter of GMV and revenue growth with a 9% year-over-year revenue increase. The Brigit segment generated $65 million in revenue, supported by approximately 1.6 million paying subscribers and nearly 10% ARPU growth. Additionally, the company reported a significant improvement in cash flow, with net cash provided by operating activities hitting $42 million—an increase of more than $100 million compared to the same period last year.