NYSE$IBTA

Ibotta Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close

Briefing

Ibotta Inc reported Q2 2026 results with modest revenue growth amid a net loss.

Ibotta Inc posted revenue of $88.9 million for the three months ended June 30, 2026, up 3% year-over-year, driven by third-party publisher redemptions. The company recorded a net loss of $1.2 million and Adjusted EBITDA of $16.5 million. Total redeemers reached 20.9 million with 91.4 million redemptions in the quarter.

  • Revenue grew 3% to $88.9 million, led by a 27% increase in third-party publisher redemption revenue.
  • Net loss of $1.2 million compared to net income of $2.5 million in Q2 2025.
  • Total redeemers increased 21% to 20.9 million and redemptions rose 14% to 91.4 million.
  • Adjusted EBITDA margin was 19%, down from 21% in the prior year quarter.

Headline financials

Total Revenue

$88.9M

Previous: $86M+3.3%
EPS (adj)

-$0.05

Previous: $0.08-162.5%
Total redeemers

20.9M

No prior period
Third-party publisher redemptions

74.4M

No prior period
Adjusted EBITDA

$16.5M

No prior period
Adjusted EBITDA margin

19.0%

No prior period
Net Income

-$1.23M

Previous: $2.49M-149.4%
Operating Income

-$1.88M

Previous: $1.24M-251.6%
Gross Profit

$69.7M

Previous: $68.1M+2.4%
Cash & Equivalents

$148M

No prior period
Total Assets

$485M

No prior period

Revenue & EPS history

Ibotta Inc · Revenue · Quarterly

$88.9M

Q2 2026+3.3%vs Q2 2025
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports

Historical avg

+4.5%

Avg return

Earnings day

-9.0%

Avg return

5 days after

-8.9%

Avg return

30 days after

75%

6 / 8 earnings

Positive

+28.5%

Q4 2025

Best reaction

-2.1%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+0.4%-10.5%-11.4%
Q4 2025+28.5%+25.1%+41.4%
Q3 2025+5.3%-22.1%-31.2%
Q2 2025+3.0%-20.5%-19.1%
Q1 2025+0.3%+9.5%-16.6%
Q3 2024-2.1%-14.6%-3.7%
Q2 2024+2.4%-18.2%-1.1%
Q1 2024-1.7%-20.2%-29.5%

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