Q2 FY2026 EarningsQ2 FY26 results slightly beat revenue expectations ($392.9M vs. $389.7M mean consensus) but showed a notable beat in GAAP EPS ($0.16 vs. $0.11 mean consensus). Subscription business revenue grew 14% YoY to $276.7M, fueled by a 5% increase in enrolled pets and an 8.6% rise in ARPU. While GAAP net income declined YoY due to higher operating costs and lower 'Other Income', the company authorized a significant $100M share repurchase program following a $44M extraordinary dividend approval.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Trupanion(TRUP) the Revenue is 392.93 M (+11.14%), Beat estimate;the EBIT is 6.376 M (+175.5%), Beat estimate;the EPS is 0.16 (-27.27%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.39B11.14%
0.39B10.23%
+0.00B0.91%
EBITExceed expectations
0.01B175.54%
0.00B65.00%
+0.00B110.54%
EPSExceed expectations
0.1627.27%
0.113348.49%
+0.046721.22%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf