Upbound Group Shares Surge on Q4 Earnings Beat and Revenue Growth

The company’s stock jumped 9.7% to $22.90 in afternoon trading, recovering ground after a 21% decline over the past year. Upbound reported consolidated revenue of $1.2 billion, an 11% increase that exceeded the $1.17 billion consensus. While GAAP net income dipped to $19.7 million, adjusted earnings reached $1.01 per share, beating the $0.97 expected by analysts according to FactSet.

Growth Drivers and Segment Performance

Management credited the top-line expansion to the acquisition of the financial health app Brigit and sustained momentum at Acima. Revenue for the Acima segment climbed 8.6% to $631 million, while Brigit contributed $64.6 million. Meanwhile, Rent-A-Center revenue held steady at $479.9 million, supported by a modest 0.8% uptick in same-store sales.

Looking ahead, Upbound issued full-year guidance for adjusted earnings in the range of $4.00 to $4.35 per share on revenue of $4.7 billion to $4.95 billion. These projections trail slightly behind analyst expectations for 2026, which forecast earnings of $4.60 per share on $5.01 billion in revenue.