Q2 FY2026 EarningsFY26 Q2 results beat consensus on revenue and earnings, with total investment income of $37.0M vs. $32.4M expected and NII per share of $0.43 vs. $0.29 expected. The earnings beat was significantly driven by a $3.8M reversal of previously accrued incentive fees following loan restructurings. However, NAV per share (BPS) was a major miss at $11.91 vs. $13.78 expected, impacted by $45.3M in realized losses and dilutive share issuance for the SWK Holdings acquisition. Management maintained the quarterly distribution at $0.33 per share.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Runway Growth Finance(RWAY) the Revenue is 37.03 M (+5.35%), Beat estimate;the EBIT is 18.19 M (+30.42%), Beat estimate;the EPS is 0.65 (+44.44%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.04B5.35%
0.03B7.85%
+0.00B13.20%
EBITExceed expectations
0.02B30.42%
0.01B21.21%
+0.01B51.63%
EPSExceed expectations
0.6544.44%
0.2544.44%
+0.400088.88%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf