Quinstreet

Q4 FY2026 EarningsFY26 results showed a top-line beat with revenue of $1,293.7M vs. $1,279.7M expected, driven by a 47% YoY surge in Home Services following the HomeBuddy acquisition. GAAP EPS of $1.40 slightly exceeded the $1.38 consensus, primarily bolstered by a one-time $60.7M tax valuation allowance release. However, operating profit (EBIT) of $35.4M missed the $40.0M consensus by 11.5% as higher media costs and acquisition-related expenses pressured margins. Strong liquidity was a highlight, with operating cash flow of $131.3M significantly outperforming the $106.4M expectation.