NYSE$OPFI

Oppfi Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

OppFi reported Q1 2026 revenue of $151.9M and net income attributable to OppFi of $28.4M, with diluted EPS of $0.56.

Total revenue grew 8% to $151.9 million on higher average receivables. Net income attributable to OppFi was $28.4 million vs. a $11.4 million loss; diluted EPS was $0.56. The fintech lender is pursuing a bank charter merger with BNCC.

  • Revenue $151.9M (+8% YoY).
  • Net income to OppFi $28.4M vs. $(11.4)M loss YoY.
  • Diluted EPS $0.56.
  • BNCC bank merger pending regulatory approvals.

Headline financials

Total Revenue

$152M

Previous: $140M+8.3%
EPS (adj)

$0.56

Previous: $0.25+124.0%
Net Income

$28.4M

Previous: -$11.4M+349.7%
Operating Income

$35.4M

Previous: $42.5M-16.8%

Revenue & EPS history

OppFi · Revenue · Quarterly

$152M

Q1 2026+8.3%vs Q1 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Merger with BNCC and credit trends are primary forward topics.

Tailwinds

  • Return to profitability on receivables growth.
  • Bank charter path via merger.

Headwinds

  • Credit loss cycle risk.
  • Regulatory approval uncertainty.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+3.0%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+7.0%

Avg return

30 days after

63%

12 / 19 earnings

Positive

+20.6%

Q3 2024

Best reaction

-19.9%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%-4.7%-14.8%
Q4 2025-5.9%-9.9%-10.9%
Q3 2025+4.1%+0.6%-0.9%
Q1 2025+11.6%+25.4%+46.2%
Q4 2024+10.8%-3.2%-11.6%
Q3 2024+20.6%+32.0%+34.8%
Q2 2024+17.0%+36.0%+20.1%
Q1 2024+14.1%+13.3%+19.3%
Q4 2023-19.9%-29.6%-33.4%
Q3 2023+0.4%+5.7%+58.1%
Q2 2023+6.0%+17.4%+21.6%
Q1 2023+5.0%+2.5%+13.4%
Q4 2022+10.9%+13.2%+13.8%
Q3 2022-9.8%+5.1%+14.0%
Q2 2022+0.0%-19.9%-28.6%
Q1 2022-4.5%-19.6%-6.5%
Q4 2021-5.3%+5.3%+5.3%
Q3 2021+3.3%-10.8%-30.0%
Q2 2021-2.2%-16.7%+22.5%

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