NYSE$BLND

Blend Labs Inc. · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Blend Labs reported Q1 2026 revenue of $30.8M and a net loss of $8.0M.

Total revenue was $30.8 million (+15% YoY) for the mortgage software platform. Net loss was $8.0 million vs. $9.7 million; loss from continuing operations was $5.5 million with discontinued ops also losing. Mortgage market volumes remain subdued vs. peak years.

  • Revenue $30.8M (+15% YoY).
  • Net loss $(8.0)M; continuing ops loss $(5.5)M.
  • Software platform for mortgage originators.
  • Housing/mortgage volume sensitivity.

Headline financials

Total Revenue

$30.8M

Previous: $26.8M+15.2%
EPS (adj)

-$0.05

Previous: -$0.01-400.0%
Net Income

-$8.05M

Previous: -$9.23M+12.8%
Gross Profit

$23.4M

Previous: $19M+23.2%

Revenue & EPS history

Blend · Revenue · Quarterly

$30.8M

Q1 2026+15.2%vs Q1 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Blend · $28.6M total across 3 segments · Q3 2023

  • Mortgage Suite
    $20.3M
  • Consumer Banking Suite
    $6.2M
  • Professional Services
    $2.14M+147.1%

Forward guidance

Mortgage banking technology adoption and cost cuts discussed.

Tailwinds

  • Revenue growth despite weak mortgage market.
  • Loss slightly narrowed.

Headwinds

  • Mortgage origination cyclicality.
  • Discontinued operations drag.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.6%

Avg return

Earnings day

+0.4%

Avg return

5 days after

-7.0%

Avg return

30 days after

50%

12 / 24 earnings

Positive

+40.1%

Q1 2023

Best reaction

-37.9%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.9%-11.9%+0.6%
Q4 2025+11.8%-9.8%-12.9%
Q3 2025-7.5%-6.8%-3.4%
Q1 2025+7.3%+9.7%+13.7%
Q4 2024-10.8%-11.4%+1.4%
Q3 2024+16.8%+25.0%+40.8%
Q2 2024+23.6%+40.8%+25.8%
Q1 2024+15.4%+16.2%+10.4%
Q4 2023+7.7%+24.5%-3.1%
Q3 2023-3.5%-14.8%+12.7%
Q2 2023+13.5%+7.1%-11.9%
Q1 2023+40.1%+36.8%+46.3%
Q4 2022-37.9%-32.7%-48.2%
Q3 2022+11.8%+16.6%-33.7%
Q2 2022+16.8%+2.0%+1.6%
Q1 2022+27.3%+18.0%+2.8%
Q4 2019-20.3%-17.3%-28.4%
Q4 2021-20.3%-17.3%-28.4%
Q3 2020-5.6%-8.6%-40.8%
Q3 2021-16.7%-16.5%-47.2%
Q4 2020-8.7%-8.7%-16.0%
Q2 2020-8.7%-8.7%-16.0%
Q1 2021-8.7%-8.7%-16.0%
Q2 2021-7.4%-13.1%-17.4%
Q1 2020

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