Q2 FY2026 EarningsQ2 FY2026 results significantly exceeded consensus expectations across the top and bottom lines, driven by record revenue and a massive one-time gain. Revenue of $316.9M beat the $299.1M estimate (+5.9%), while GAAP EPS of $0.65 crushed the $0.23 consensus due to a $37.7M gain from repurchasing Tax Receivable Agreement (TRA) interests. Management issued strong Q3 FY26 revenue guidance of $330M-$355M, well above current market trajectories, signaling continued momentum in the P&C insurance vertical.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: MediaAlpha(MAX) the Revenue is 316.88 M (+25.93%), Beat estimate;the EBIT is 19.96 M (+199.6%), Miss estimate;the EPS is 0.65 (+297%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.32B25.93%
0.30B18.88%
+0.02B7.05%
EBITMiss expectations
0.02B199.60%
0.02B203.14%
-0.00B3.54%
EPSExceed expectations
0.65296.97%
0.232170.30%
+0.4180126.67%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf