NASDAQ$PGY

Pagaya Technologies Ltd · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Pagaya Technologies Ltd reported its financial results for the second quarter ended June 30, 2025.

The company achieved revenue from fees of $317.7 million and total revenue and other income of $326.4 million for the quarter. Operating income reached $56.5 million with net income attributable to Pagaya Technologies Ltd. of $16.7 million, resulting in basic and diluted EPS of $0.20. Network Volume grew to $2.65 billion, reflecting continued business expansion.

  • Revenue from fees increased 31% year-over-year to $317.7 million, driven by higher Network AI fees and contract fees.
  • Operating income rose significantly to $56.5 million from $5.0 million in the prior-year quarter.
  • Network Volume reached $2.65 billion, up 14% from Q2 2024.
  • Net income attributable to shareholders was $16.7 million compared to a net loss of $74.8 million in Q2 2024.

Headline financials

Total Revenue

$326M

Previous: $250M+30.4%
EPS (adj)

$0.20

Previous: -$1.04+119.2%
Network Volume

2.6B

Previous: 2.3B+15.1%
Capital Expenditures

-$7.58M

Previous: -$9.53M+20.5%
Net Income

$16.7M

Previous: -$74.8M+122.3%
Operating Income

$56.5M

Previous: $5.03M+1023.3%
Cash & Equivalents

$183M

Previous: $234M-21.7%
Total Assets

$1.4B

Previous: $1.45B-3.7%

Revenue & EPS history

Pagaya · Revenue · Quarterly

$326M

Q2 2025+30.4%vs Q2 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

The company provided general forward-looking statements regarding business strategy and market conditions but no specific numerical guidance for future periods.

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

-0.4%

Avg return

Earnings day

-2.8%

Avg return

5 days after

-8.5%

Avg return

30 days after

45%

9 / 20 earnings

Positive

+24.3%

Q4 2024

Best reaction

-39.7%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+3.3%-8.9%-1.8%
Q4 2025-23.9%-33.3%-38.4%
Q3 2025+12.7%-2.2%+1.0%
Q1 2025-2.4%+33.6%+52.4%
Q4 2024+24.3%+43.9%-10.4%
Q3 2024-39.7%-47.8%-43.9%
Q2 2024-21.5%-18.8%-18.7%
Q1 2024+20.8%+16.8%+17.6%
Q4 2023+15.4%+15.4%-34.4%
Q3 2023+9.3%+4.7%+14.0%
Q2 2023+9.1%-9.5%-7.4%
Q1 2023-7.2%-4.6%+25.8%
Q4 2021-2.6%-9.3%-3.1%
Q4 2020-2.6%-9.3%-3.1%
Q4 2022-3.7%-8.2%-26.1%
Q3 2022+10.2%+0.0%-42.5%
Q2 2022-9.0%-17.6%-51.4%
Q1 2022-0.3%-0.1%-0.2%
Q3 2021+0.2%+0.2%+1.2%
Q2 2021-0.1%-0.3%-0.5%
Q1 2021
Q3 2020
Q2 2020
Q1 2020

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