NYSE$MAX

MediaAlpha Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

MediaAlpha reported Q1 2026 revenue of $310.0M and net income of $14.0M, with diluted EPS of $0.21.

For Q1 2026, MediaAlpha reported revenue of $310.0M and net income of $14.0M. The 10-Q discusses segment performance, costs, and liquidity in MD&A.

  • Revenue of $310.0M for Q1 2026.
  • Net income of $14.0M; diluted EPS $0.21.
  • Operating trends and segment mix are detailed in the quarterly report.
  • Liquidity, capital allocation, and macro exposure are discussed in MD&A.

Headline financials

Total Revenue

$310M

Previous: $264M+17.3%
EPS (adj)

$0.21

Previous: -$0.04+625.0%
Capital Expenditures

-$42K

Previous: -$57K+26.3%
Net Income

$11.5M

Previous: -$1.95M+688.7%
Operating Income

$22.4M

Previous: $116K+19187.9%

Revenue & EPS history

MediaAlpha · Revenue · Quarterly

$310M

Q1 2026+17.3%vs Q1 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

The 10-Q does not provide numeric consolidated annual EPS guidance for MediaAlpha. MD&A covers costs, capital, and sector-specific risks.

Tailwinds

  • Management discusses operational priorities and liquidity in the filing.
  • Segment or product trends are disclosed where applicable.

Headwinds

  • Macro, input-cost, and interest-rate exposure can affect near-term results.
  • One-time items may distort quarterly 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 Q1 2026

Historical avgQ1 2026

+3.4%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+0.5%

Avg return

30 days after

50%

11 / 22 earnings

Positive

+31.8%

Q3 2022

Best reaction

-18.5%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.1%-11.3%-11.8%
Q4 2025+12.3%+27.9%+23.4%
Q3 2025+10.8%+20.1%+14.7%
Q1 2025+14.2%+18.2%+21.4%
Q4 2024-18.5%-18.6%-11.0%
Q3 2024-12.6%-17.9%-35.5%
Q2 2024+15.0%+12.1%+23.4%
Q1 2024+9.0%+9.3%-12.2%
Q4 2023+22.3%+24.2%+26.0%
Q3 2023-4.6%-15.8%+0.1%
Q2 2023-3.0%-6.2%-13.2%
Q1 2023-2.4%-6.4%+50.7%
Q4 2022+12.3%+4.8%+1.0%
Q3 2022+31.8%+26.4%+2.3%
Q2 2022-15.0%-32.8%-28.9%
Q1 2022-9.6%-22.0%-31.2%
Q4 2021+28.9%+31.6%+39.1%
Q3 2021-1.5%+12.7%-2.1%
Q2 2021-6.6%-19.1%-25.2%
Q1 2021-13.1%-4.2%+3.6%
Q4 2020+3.3%+8.2%-30.3%
Q3 2020+1.8%-7.4%+7.2%
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q2 2018
Q1 2018

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