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Upbound Group (DE:RAC)
FRANKFURT:RAC
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.93Last Year’s EPS
0.92Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: -26.26%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
The earnings call presented a strong performance by Acima and Brigit, with notable revenue growth and expansion plans into the Mexican market. Despite a slight decline in Rent-A-Center's same-store sales, the company demonstrated resilience with significant free cash flow generation and improved financial results, indicating a positive outlook.Company Guidance
In the first quarter of 2025, Upbound Group Inc. reported promising metrics that exceeded prior guidance. Acima experienced a nearly 9% year-over-year growth in Gross Merchandise Volume (GMV), with a significant reduction in lease charge-offs by 70 basis points, leading to an improved adjusted EBITDA margin of 170 basis points. Brigit, acquired in January, saw mid-20% growth in both subscribers and cash advances with a 38% year-over-year rise in pro forma revenue. Rent-A-Center's same-store sales were down 2% due to strategic adjustments, but the segment managed to reduce its lease charge-off rate to 4.6%, indicating improved credit performance. Overall, Upbound delivered a 7.3% increase in revenue to nearly $1.2 billion, with adjusted EBITDA reaching $126 million, a 16% increase from the prior year. Non-GAAP diluted EPS was $1, up 27% from the previous year, and free cash flow increased nearly fourfold to $127 million. The company tightened its full-year revenue guidance to $4.6 billion-$4.75 billion and adjusted EBITDA to $510 million-$540 million, reflecting confidence in continued growth despite macroeconomic uncertainties.Acima's Strong Performance
Acima reported GMV growth of 8.8% year-over-year, with a 29% GMV growth on a stacked 2-year basis. This was driven by an increase in applications of more than 10% year-over-year.
Brigit's Robust Growth
Brigit recorded $32 million of revenue and $11 million of adjusted EBITDA for the two months of ownership, with a revenue increase of about 35% compared to the corresponding period a year ago. Subscribers grew by over 26% year-over-year.
Improved Financial Results
Upbound delivered $126 million of adjusted EBITDA, a lift of almost 16% against Q1 of 2024, with adjusted EBITDA margins of 10.7%, up 70 basis points from last year.
Expansion into Mexican Market
Upbound plans to launch Acima in Mexico, leveraging Rent-A-Center's existing infrastructure and local expertise.
Significant Free Cash Flow Generation
Upbound generated $127 million in free cash flow, nearly 4x larger than the previous year's first quarter.
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DE:RAC 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
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DE:RAC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 20, 2025 | €27.94 | €27.35 | -2.11% |
| Oct 31, 2024 | €23.90 | €24.10 | +0.82% |
| Aug 01, 2024 | €33.42 | €33.42 | 0.00% |
| May 02, 2024 | €28.09 | €27.91 | -0.68% |
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.
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FAQ
When does Upbound Group (DE:RAC) report earnings?
Upbound Group (DE:RAC) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Upbound Group (DE:RAC) earnings time?
Upbound Group (DE:RAC) earnings time is at Jul 30, 2025, TBA Not 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 the P/E ratio of Upbound Group stock?
The P/E ratio of Upbound Group is N/A.
What is DE:RAC EPS forecast?
DE:RAC EPS forecast for the fiscal quarter 2025 (Q2) is 0.93.
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