NASDAQ$BTM

Bitcoin Depot Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open

Briefing

Bitcoin Depot delivered strong revenue and profit growth in Q2 2025, with net income more than tripling year-over-year amid kiosk expansion and margin improvements.

Bitcoin Depot posted Q2 2025 revenue of $172.1 million, up 6% YoY, driven by expanded kiosk deployment and higher transaction sizes. Net income surged 183% to $12.3 million, while adjusted EBITDA increased 46% to $18.5 million. The company ended the quarter with nearly $60 million in cash and crypto holdings, signaling financial strength and readiness for further expansion.

  • Revenue increased to $172.1 million, up 6% YoY
  • Net income surged 183% YoY to $12.3 million
  • Gross profit rose 32% to $30.9 million with margin expanding to 17.9%
  • Ended Q2 with $59.6 million in cash and cryptocurrency holdings

Headline financials

Total Revenue

$172M

Previous: $163M+5.5%
EPS (adj)

$0.16

Previous: -$0.13+223.1%
Adjusted EBITDA

$18.5M

No prior period
Gross Profit Margin

17.9%

No prior period
Adj. Gross Profit Margin

19.0%

No prior period
Bitcoin held

$100.35

No prior period
Capital Expenditures

-$774K

Previous: -$3.07M+74.8%
Net Income

$12.3M

Previous: -$2.56M+581.2%
Operating Income

$15.7M

Previous: $7.6M+107.1%
Gross Profit

$30.9M

Previous: $20.4M+51.2%

Revenue & EPS history

Bitcoin Depot Inc · Revenue · Quarterly

$172M

Q2 2025+5.5%vs Q2 2024
Beat estimate in 3 of 3 quarters(100%)
ActualEstimate

Forward guidance

Bitcoin Depot expects continued growth in Q3 2025, projecting high-single-digit revenue growth and 20–30% YoY growth in adjusted EBITDA, supported by kiosk expansion and cost discipline.

Tailwinds

  • High-single-digit revenue growth expected for Q3 2025
  • Adjusted EBITDA projected to grow 20–30% YoY in Q3
  • Improved profitability from margin expansion and cost control
  • Cash and crypto holdings reached nearly $60 million
  • Corporate structure simplified to enhance transparency

Headwinds

  • Interest expense remains elevated at $4.7 million
  • Ongoing cost pressures from kiosk operations and logistics
  • Share-based compensation still impacts net income
  • Cash paid for Up-C restructuring lowered cash from financing
  • Lower YoY crypto gain compared to mark-to-market expectations

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 9 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-3.1%

Avg return

Earnings day

-3.6%

Avg return

5 days after

+19.6%

Avg return

30 days after

44%

4 / 9 earnings

Positive

+22.9%

Q1 2025

Best reaction

-20.0%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-8.0%-28.8%-5.0%
Q3 2025-17.5%-26.7%-43.4%
Q2 2025-12.4%-15.6%-21.8%
Q1 2025+22.9%+72.9%+265.9%
Q3 2024-2.0%-17.7%-21.4%
Q2 2024+7.1%+14.1%+3.8%
Q1 2024+1.6%+1.6%-0.5%
Q3 2023+0.6%-13.5%+0.2%
Q2 2023-20.0%-18.6%-1.2%

Discussion

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