NYSE$ENVA

Enova International Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Enova International reported Q4 2025 revenue of $839M with net income of $79M and diluted EPS of $3.00.

Fourth-quarter total revenue increased 15% to $839 million. Net income rose 24% to $79 million with diluted EPS of $3.00; adjusted EPS grew 33% to $3.46. Adjusted EBITDA increased 21% to $211 million. Full-year revenue reached $3.2 billion with adjusted EPS of $12.96 (+42% YoY). Management highlighted strong originations and credit performance across the portfolio.

  • Q4 revenue $839M (+15% YoY).
  • Diluted EPS $3.00; adjusted EPS $3.46.
  • Adjusted EBITDA $211M (+21% YoY).
  • FY25 adjusted EPS $12.96 (+42%).

Headline financials

Total Revenue

$839M

Previous: $730M+15.0%
EPS (adj)

$3.46

Previous: $2.61+32.6%
Net charge-off ratio

8.3%

Previous: 8.9%-6.7%
Net revenue margin

60.0%

Previous: 57.0%+5.3%
Total company originations

$2.3B

No prior period
30+ days delinquency ratio

6.7%

Previous: 7.5%-10.7%
Adjusted EBITDA

$211M

Previous: $174M+21.4%
Total combined loans and finance receivables

$4.9B

Previous: $3.99B+22.8%
Share repurchases

$35M

No prior period
Net Income

$79M

Previous: $63.7M+24.0%
Operating Income

$187M

Previous: $155M+20.3%

Revenue & EPS history

Enova · Revenue · Quarterly

$839M

Q4 2025+15%vs Q4 2024
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Revenue by segment

Enova · $203M total across 1 segment · Q3 2020

  • Company owned revenue
    $203M-21.5%

Forward guidance

The release discusses ENVA's outlook for upcoming periods, including capital allocation, operating priorities, and market risks.

Tailwinds

  • ENVA cites operational execution and demand trends supporting the outlook.
  • Balance sheet and capital actions aim to fund growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 Q4 2025

Historical avgQ4 2025

+2.6%

Avg return

Earnings day

+3.1%

Avg return

5 days after

+4.9%

Avg return

30 days after

59%

30 / 51 earnings

Positive

+30.7%

Q1 2018

Best reaction

-20.9%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.6%-0.5%-7.0%
Q4 2025+0.3%+9.3%-11.8%
Q3 2025+10.1%+6.4%+8.9%
Q2 2025-2.8%-2.2%+4.6%
Q1 2025-7.8%-6.0%-6.9%
Q4 2024+1.6%+0.7%-19.0%
Q3 2024+2.3%-0.7%+18.4%
Q2 2024+5.5%+11.3%+12.1%
Q1 2024+3.8%+3.3%-3.7%
Q4 2023-7.7%-8.5%+7.2%
Q3 2023-20.9%-12.9%-11.4%
Q2 2023-1.2%-3.7%-11.0%
Q1 2023-14.3%-9.6%-4.6%
Q4 2022+14.9%+13.1%+10.8%
Q3 2022+15.9%+18.8%+23.7%
Q2 2022+2.1%-1.2%+6.7%
Q1 2022-0.4%-11.6%-16.8%
Q4 2021+5.7%+17.7%-0.3%
Q3 2021+4.5%+12.7%+25.3%
Q2 2021+2.6%-0.2%+4.5%
Q1 2021-4.1%-2.2%+6.1%
Q4 2020+16.4%+20.1%+45.9%
Q3 2020-1.1%-9.4%+30.8%
Q2 2020+11.9%+17.4%+25.4%
Q1 2020+21.8%-6.9%-2.7%
Q4 2019+10.8%-13.4%-20.5%
Q3 2019+8.5%+13.6%+7.4%
Q2 2019+11.6%+20.4%+6.9%
Q1 2019+17.8%+6.6%-11.4%
Q4 2018+2.8%+2.8%+7.6%
Q3 2018+7.8%+10.5%-3.1%
Q2 2018-15.8%-17.1%-5.3%
Q1 2018+30.7%+34.5%+44.8%
Q4 2017+13.1%+9.8%+22.6%
Q3 2017+3.1%+3.8%+4.5%
Q2 2017-7.3%-11.4%-27.4%
Q1 2017-3.1%+0.7%-8.5%
Q4 2016+6.7%+2.5%-2.1%
Q3 2016+6.2%+3.4%+33.1%
Q2 2016-1.0%+0.3%+11.8%
Q1 2016-2.6%
Q4 2015-2.3%
Q3 2015-8.3%
Q2 2015-8.7%
Q1 2014-2.6%
Q1 2015+2.6%
Q2 2014+5.7%
Q4 2012+5.7%
Q4 2014+5.7%
Q3 2014-5.2%
Q4 2013-5.2%
Q3 2013
Q2 2013
Q1 2013
Q4 2011
Q3 2011
Q4 2010
Q3 2010

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