NYSE$OPAD

Offerpad Solutions Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Offerpad Solutions reported Q4 2025, revenue of $114M, a net loss of $45M.

For Q4 2025, Offerpad Solutions reported revenue of $114M, a net loss of $45M. The earnings release highlights segment trends, liquidity, and management commentary on the period.

  • Revenue $114M.
  • Net loss $45M.
  • Offerpad Solutions discusses capital allocation and near-term priorities.

Headline financials

Total Revenue

$114M

Previous: $174M-34.6%
EPS (adj)

-$0.24

Previous: -$0.63+61.9%
Homes Acquired

110

Previous: 384-71.4%
Homes Sold

312

Previous: 503-38.0%
Gross Profit per Home Sold

$25.7K

Previous: $21.1K+21.8%
Contribution Profit per Home

$2.7K

Previous: $5.5K-50.9%
Adjusted EBITDA

-$6.9M

Previous: -$11.5M+39.9%
Gross Margin

7.0%

Previous: 6.1%+14.8%
Net Income

-$45M

Previous: -$17.3M-159.7%
Operating Income

-$7.33M

Previous: -$13.7M+46.4%
Gross Profit

$8.01M

Previous: $10.6M-24.3%

Revenue & EPS history

Offerpad · Revenue · Quarterly

$114M

Q4 2025-34.6%vs Q4 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Offerpad · $2.81M total across 1 segment · Q1 2023

  • Renovate
    $2.81M

Forward guidance

Management discusses operating priorities, capital allocation, and sector-specific risks in the quarterly filing.

Tailwinds

  • Headline results and segment commentary anchor the quarter narrative.
  • Balance sheet and liquidity support ongoing operations or returns.
  • Strategic initiatives cited in the release.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.
  • Execution risk on guidance or restructuring plans.

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

-5.9%

Avg return

Earnings day

-5.6%

Avg return

5 days after

+34.7%

Avg return

30 days after

25%

6 / 24 earnings

Positive

+26.4%

Q4 2021

Best reaction

-26.1%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.4%-17.0%+859.2%
Q4 2025-6.8%-3.7%-17.3%
Q3 2025-26.1%-21.7%-13.9%
Q1 2025-9.4%+1.9%+4.9%
Q4 2024-3.6%-10.0%-18.2%
Q3 2024+1.3%+17.0%+56.7%
Q2 2024-16.8%-22.5%-7.2%
Q1 2024-8.9%-3.6%-35.1%
Q4 2023-6.5%-6.9%-9.1%
Q3 2023+1.8%+3.5%+28.2%
Q2 2023-4.9%-14.0%+5.8%
Q1 2023-4.7%+15.9%+27.9%
Q4 2022-9.8%-18.2%-26.6%
Q3 2022-26.0%-29.4%-32.2%
Q2 2022-17.7%-20.5%-36.4%
Q1 2022+2.5%-11.0%-6.8%
Q2 2021-11.4%-12.5%+1.8%
Q4 2019-11.4%-12.5%+1.8%
Q1 2020-11.4%-12.5%+1.8%
Q4 2021+26.4%+32.9%+45.9%
Q3 2021+2.3%+11.0%+5.5%
Q1 2021+0.0%+0.0%+0.3%
Q4 2020+0.0%+0.0%-1.3%
Q2 2020+0.0%+0.0%-1.3%
Q3 2020

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