NYSE$PSFE

Paysafe Limited · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

Paysafe reported Q4 2025 revenue of $438.4M (+4% organic) with a net loss of $25.2M ($0.45 diluted EPS).

For the fourth quarter ended December 31, 2025, Paysafe reported revenue of $438.4 million (+4% reported and organic), with Merchant Solutions +2% organic and Digital Wallets +6% organic. Net loss was $25.2 million ($0.45 diluted EPS). Adjusted net income was $25.5 million ($0.46 adjusted EPS). Adjusted EBITDA was $102.1 million (-1% YoY). Full-year 2025 revenue was $1.70 billion with organic growth of 5%.

  • Q4 revenue $438.4M; organic growth 4%.
  • Adjusted EBITDA $102.1M; adjusted EPS $0.46.
  • Digital Wallets organic +6%; e-commerce and iGaming strength.
  • Repurchased 5.9M shares for $42M in Q4.

Headline financials

Total Revenue

$438M

No prior period
EPS (adj)

$0.46

No prior period
Free Cash Flow

$74.9M

No prior period
Net Income

-$25.2M

No prior period
Operating Income

$2.04M

No prior period
Gross Profit

$175M

No prior period

Revenue & EPS history

Paysafe · Revenue · Quarterly

$438M

Q4 2026
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

Forward guidance

FY2026 guidance: revenue $1.79B–$1.83B, adjusted EBITDA $449M–$464M, adjusted EPS $2.12–$2.32, targeting double-digit adjusted EPS growth.

Tailwinds

  • Third consecutive year of organic revenue growth in 2025.
  • Strong capital return via buybacks.

Headwinds

  • GAAP net loss from tax and restructuring items.
  • Adjusted EBITDA down slightly YoY in Q4 on mix and interest revenue.

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 2026

Historical avgQ4 2026

-2.5%

Avg return

Earnings day

-5.9%

Avg return

5 days after

-7.4%

Avg return

30 days after

45%

9 / 20 earnings

Positive

+24.6%

Q3 2022

Best reaction

-38.1%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+20.6%-13.4%-17.7%
Q2 2025+17.1%+16.4%+22.3%
Q1 2025-15.2%-21.8%-20.6%
Q4 2024-18.6%-17.0%-22.2%
Q3 2024-29.0%-33.0%-26.8%
Q1 2024+24.1%+19.7%+22.3%
Q4 2023-14.5%-9.7%+12.6%
Q3 2023+24.4%+19.0%+8.9%
Q2 2023+15.1%+4.7%+13.2%
Q1 2023-17.5%-23.8%-23.5%
Q4 2022-5.7%-9.4%-23.1%
Q3 2022+24.6%+35.6%+6.8%
Q2 2022-5.5%-2.8%-16.6%
Q1 2022-12.3%-0.4%+11.0%
Q4 2019+2.8%-0.3%-20.8%
Q4 2020+2.8%-0.3%-20.8%
Q4 2021+9.7%-3.8%+22.8%
Q3 2021-38.1%-39.1%-45.3%
Q2 2021-16.6%-19.2%-18.4%
Q1 2021-18.3%-20.0%-12.8%
Q3 2020
Q2 2020
Q1 2020

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