NASDAQ$LPRO

Open Lending Corporation · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Open Lending Corporation reported Q2 2025 results with revenue declining 5% year-over-year amid lower certified loan volume.

For the three months ended June 30, 2025, Open Lending Corporation generated total revenue of $25.3 million, down from $26.7 million in the prior-year quarter. Net income fell to $1.0 million and operating income declined 71% to $1.2 million. The company facilitated 26,522 certified loans, an 8% decrease from Q2 2024.

  • Total revenue decreased 5% to $25.3 million driven by lower profit share revenue.
  • Net income declined to $1.0 million from $2.9 million year-over-year.
  • Certified loans fell 8% to 26,522 with average program fees rising 10%.
  • Operating income dropped 71% to $1.2 million as operating expenses increased.

Headline financials

Total Revenue

$25.3M

Previous: $26.7M-5.3%
EPS (adj)

$0.01

Previous: $0.02-50.0%
Certified loans

26.5K

No prior period
Capital Expenditures

-$56K

Previous: -$51K-9.8%
Net Income

$1.03M

Previous: $2.9M-64.4%
Operating Income

$1.18M

Previous: $3.99M-70.5%
Gross Profit

$19.8M

Previous: $21M-5.8%
Cash & Equivalents

$231M

Previous: $248M-7.0%
Total Assets

$297M

Previous: $383M-22.5%

Revenue & EPS history

Open Lending · Revenue · Quarterly

$25.3M

Q2 2025-5.3%vs Q2 2024
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Open Lending · $25.3M total across 3 segments · Q2 2025

  • Program fees
    $14.9M
  • Profit share
    $7.97M
  • Claims administration and other service fees
    $2.41M

Forward guidance

No explicit quantitative forward guidance provided in the filing.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.6%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+5.8%

Avg return

30 days after

54%

15 / 28 earnings

Positive

+26.7%

Q1 2023

Best reaction

-57.6%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+18.7%+15.6%+31.9%
Q4 2025+19.2%+19.0%+19.8%
Q3 2025-8.9%+3.1%+13.7%
Q1 2025+19.2%+29.0%+29.7%
Q4 2024-57.6%-63.0%-53.6%
Q3 2024-12.5%-6.5%-13.1%
Q2 2024-0.2%-4.4%-1.6%
Q1 2024+6.3%+12.6%+32.6%
Q4 2023-7.8%-11.3%-21.3%
Q3 2023-7.6%-10.1%+5.5%
Q2 2023-23.8%-20.9%-22.1%
Q1 2023+26.7%+27.8%+44.8%
Q4 2022-21.2%-16.0%-14.5%
Q3 2022+0.7%-5.7%+4.4%
Q2 2022-0.6%-1.2%-14.5%
Q1 2022-7.4%-17.9%-13.7%
Q4 2021+21.6%+26.0%+20.6%
Q3 2021-17.4%-11.3%-33.3%
Q2 2021+1.2%-8.9%+6.9%
Q1 2021-1.9%+0.7%+8.5%
Q4 2020+11.9%+21.7%+16.1%
Q3 2019+2.0%+1.8%+11.9%
Q3 2020+2.8%+7.9%+19.9%
Q1 2020+5.3%+8.7%+16.7%
Q2 2019+5.3%+8.7%+16.7%
Q4 2019+5.3%+8.7%+16.7%
Q1 2019+5.3%+8.7%+16.7%
Q2 2020-2.4%+0.3%+16.4%

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