NYSE$MLNK

MeridianLink Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

MeridianLink reported Q4 2025 revenue of $264.4M, a net loss of $42.5M.

For Q4 2025, MeridianLink reported Revenue was $264.4M, net loss was $42.5M. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $264.4M for Q4 2025.
  • Net loss $42.5M.
  • MD&A highlights operating priorities, liquidity, and sector risks.

Headline financials

Total Revenue

$264M

No prior period
EPS (adj)

$31.00

No prior period
Capital Expenditures

-$1.76M

No prior period
Free Cash Flow

$12.1M

No prior period
Net Income

-$42.5M

No prior period
Operating Income

$4.64K

No prior period
Gross Profit

$208K

No prior period
R&D Expense

$10M

No prior period

Revenue & EPS history

MeridianLink · Revenue · Quarterly

$264M

Q4 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

MeridianLink · $76.5M total across 2 segments · Q3 2023

  • Lending Software Solutions
    $58.9M
  • Data Verification Software Solutions
    $17.5M

Forward guidance

Outlook emphasizes clinical milestones, cash runway, and R&D spend.

Tailwinds

  • Pipeline progress and partnership optionality.
  • Balance-sheet flexibility where noted.

Headwinds

  • Operating losses until commercialization.
  • Trial, regulatory, and financing risks.

Historical earnings impact

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

Avg. return before/after earnings

Based on 6 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.0%

Avg return

Earnings day

+2.6%

Avg return

5 days after

+2.6%

Avg return

30 days after

57%

12 / 21 earnings

Positive

+24.6%

Q2 2025

Best reaction

-23.9%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2025+24.6%+24.7%+25.3%
Q1 2025-2.0%-4.3%-5.3%
Q4 2025+16.6%+6.3%-9.7%
Q3 2024+0.2%+1.5%-4.1%
Q2 2024-4.2%-3.3%+2.0%
Q1 2024+1.4%-3.3%+13.4%
Q4 2023-4.4%-3.3%-3.4%
Q3 2023+2.1%
Q2 2023-23.9%
Q1 2023+1.3%
Q4 2022-0.2%
Q3 2022-14.8%
Q2 2022+4.0%
Q1 2022+16.9%
Q4 2021-2.4%
Q4 2019-2.4%
Q3 2020+3.3%
Q3 2021+3.3%
Q1 2021+2.1%
Q4 2020+2.1%
Q2 2021-2.2%
Q2 2020
Q1 2020

Discussion

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