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 16 quarters(88%)
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 19 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
Q2 2025———
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———

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro