FirstCash Holdings (NASDAQ:FCFS), the international operator of more than 3,300 retail pawn stores, delivered record-breaking results for the first quarter ended March 31, 2026.
The Fort Worth, Texas-based company reported consolidated revenue of $1,051.7 million, representing a 26% increase over the prior year and marking the first time quarterly revenue has surpassed the $1 billion threshold.
Profitability followed a similar trajectory, with GAAP net income rising 29% to $107.7 million.
On a per-share basis, diluted EPS grew 30% to $2.43.
When adjusted for one-time gains and restructuring costs, earnings reached $2.69 per share, significantly outperforming Wall Street’s consensus estimate of $2.30.
The company’s balance sheet remains robust, with consolidated assets totaling $5.4 billion and record pawn receivables of $851 million.
Management attributed the exceptional performance to a sharp acceleration in pawn demand globally.
Same-store pawn receivables—a key indicator of future fee revenue—rose by an "unprecedented" 19% in the U.S. and 30% in Latin America on a local currency basis.
The company’s recently integrated U.K. operations also contributed meaningfully to the bottom line, showing a 29% increase in same-store receivables.
In light of the strong momentum, the Board of Directors declared a quarterly cash dividend of $0.42 per share, payable in May 2026.