NYSE$OPFI

Oppfi Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

OppFi reported Q4 2025 net income of $38.4M with EPS of $0.38 on strong credit performance.

For the quarter ended December 31, 2025, OppFi earned net income of $38.4 million with EPS of $0.38 as the fintech lender benefited from receivables growth and improved credit metrics.

  • Q4 net income $38.4M; EPS $0.38.
  • FY2025 net income $146.2M.
  • AI-powered lending model scaling.
  • Managed receivables growth with discipline.
  • Capital markets access supporting funding.

Headline financials

Total Revenue

$38.4M

Previous: $97M-60.4%
EPS (adj)

$0.38

Previous: $0.36+5.6%
Net Income

$38.4M

Previous: $24M+60.0%
Operating Income

$30.9K

Previous: $24.7M-99.9%

Revenue & EPS history

OppFi · Revenue · Quarterly

$38.4M

Q4 2025-60.4%vs Q4 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

2026 focus on profitable growth and credit quality in AI-enabled lending.

Tailwinds

  • Strong quarterly profitability.

Headwinds

  • Regulatory scrutiny on consumer lending.
  • Funding cost sensitivity.

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 Q4 2025

Historical avgQ4 2025

+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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