NYSE$PAY

Paymentus Holdings Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Paymentus reported Q1 2026 revenue of $358.4M and net income of $20.9M, or $0.16 diluted EPS.

For the quarter ended March 31, 2026, Paymentus generated revenue of $358.4 million versus $275.2 million on biller onboarding and payment volume growth. Net income was $20.9 million ($0.16 diluted EPS) compared with $13.8 million ($0.11) as the cloud biller payments platform scaled.

  • Revenue $358.4M (+30% YoY).
  • Net income $20.9M; diluted EPS $0.16.
  • Gross profit $86.2M on software-like model.
  • Biller cloud platform adds utility and insurance clients.

Headline financials

Total Revenue

$358M

Previous: $275M+30.2%
EPS (adj)

$0.16

Previous: $0.35-54.3%
Capital Expenditures

-$80K

Previous: -$60K-33.3%
Net Income

$20.9M

Previous: $13.8M+51.2%
Operating Income

$26.6M

Previous: $15.7M+69.2%
Gross Profit

$86.2M

Previous: $66M+30.6%

Revenue & EPS history

Paymentus · Revenue · Quarterly

$358M

Q1 2026+30.2%vs Q1 2025
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

Payments technology company discusses biller implementations, transaction margins, and vertical expansion on earnings calls.

Tailwinds

  • Strong revenue and earnings growth.
  • High recurring transaction economics.

Headwinds

  • Implementation timing can create quarterly lumpiness.
  • Competition from other bill-pay platforms.

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

+5.3%

Avg return

Earnings day

+4.4%

Avg return

5 days after

+1.2%

Avg return

30 days after

58%

14 / 24 earnings

Positive

+27.4%

Q2 2023

Best reaction

-22.0%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.5%-4.0%-24.7%
Q4 2025-1.1%+0.3%+3.1%
Q3 2025+25.4%+30.9%+27.6%
Q1 2025+2.6%+8.0%+4.9%
Q4 2024+24.6%+20.2%+7.3%
Q3 2024+26.2%+25.1%+30.5%
Q2 2024+17.9%+20.4%+6.8%
Q1 2024-8.6%-10.8%-8.3%
Q4 2023+24.2%+21.4%+34.5%
Q3 2023+4.2%+5.0%+14.6%
Q2 2023+27.4%+32.6%+44.8%
Q1 2023+10.8%+10.0%+23.7%
Q4 2022+10.4%+11.9%-0.2%
Q3 2022+19.5%+18.2%-3.5%
Q2 2022-22.0%-22.4%-31.3%
Q1 2022-12.4%-15.6%-7.7%
Q4 2019-5.5%-5.2%-4.9%
Q4 2021-20.0%-28.9%-30.1%
Q3 2020+4.0%+6.2%+1.1%
Q3 2021+11.5%+8.4%+0.2%
Q1 2021-4.7%-7.5%-13.8%
Q2 2020-4.7%-7.5%-13.8%
Q4 2020-4.7%-7.5%-13.8%
Q2 2021+0.0%-4.9%-17.9%
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012

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