Upbound Group (NASDAQ:UPBD), delivered a fourth-quarter earnings beat on Thursday as double-digit revenue growth at its virtual lease-to-own segment helped offset broader macroeconomic pressures.
However, shares slipped in early trading as the company’s 2026 profit forecast trailed Wall Street’s more bullish expectations.
The financial solutions provider reported adjusted earnings of $1.01 per share, surpassing the analyst consensus of 97 cents.
Quarterly revenue climbed 11% year-over-year to $1.2 billion, beating the $1.18 billion projected by analysts.
The growth was spearheaded by the Acima segment, which saw a 9% rise in revenue, and the newly acquired digital subscription platform Brigit, which contributed $65 million to the top line.
Despite the quarterly win, Upbound’s full-year 2026 guidance suggested a more conservative trajectory.
The company expects adjusted earnings between $4 and $4.35 per share, notably below the $4.62 average analyst estimate.