PPHC · Public Policy Holding Company, Inc.
$10.64
+0.10 (+0.95%)
At close · Oct 5
Return incl. dividend (before tax)
Market Cap
$334.19M
Shares
30.22M
Volume · Oct 5
100.71K
Avg daily vol (3M)
178.99K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$10.64
Open$10.72
Day$10.49–10.81
Available close range$7.32–14.61
Avg vol 30d250K
Short int227K · 0.8% float · 1.6d
Short vol34%
Last earningsAug 10, 2026
DataJan 2026–Oct 2026
Filing10-Q · Aug 11
The closing range uses available history since Jan 28, 2026; less than a full year is stored.
Up next
Next earnings call
Oct 19, 2026
Est · unconfirmed
· in 2 wks
filed Aug 11, 2026
call held Aug 10, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
3.4%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
—
Trailing year
Short interest
0.8%
Latest settlement · 1.6 days to cover
AI Brief
Q2 FY26 earnings call · Aug 10, 2026
Q2 FY26
TL;DR. PPHC delivered H1 2026 revenue of $102.3 million (up 16.3%, organic 4.4%) and raised full-year 2026 revenue guidance to $213–216 million and Adjusted EBITDA to $48.5–50.5 million (margin 22.5–23.5%), reflecting three acquisitions completed in 2026. Adjusted EBITDA was $23.4 million (up 9.3%) in H1, though Q2 Adjusted EBITDA declined 4.4% year-over-year on tougher comps and higher public-company costs.
Bullish
- + Closed three disciplined acquisitions year-to-date including Florida entry via Advocacy Partners on August 1
- + Government Relations organic growth accelerated to 7.4% in Q2 (6.3% H1), driving high-margin segment EBITDA margin to 47.8% in Q2
- + ~$30M annual share-based comp charge from 2021 London listing fully amortizes at end of 2026, expected to materially improve GAAP profitability
Bearish
- − Q2 2026 Adjusted EBITDA declined 4.4% YoY to $12.3M and Adjusted Net Income declined 11.0% to $10.6M on tough comps and public-company costs
- − Adjusted EBITDA margin compressed to 22.9% in H1 (from 24.4%) and 23.5% in Q2 (from 26.4%), below 25% target
- − Corporate Communications & Public Affairs organic revenue declined 3.2% in Q2 and 0.9% in H1 against a strong prior-year comp
- − Adjusted Free Cash Flow fell to $4.1M in H1 from $11.7M, a 64.5% decline, driven by working capital investment
- − Non-allocated corporate costs rose to 8.2% of revenue in Q2 from 6.0%, driven by IPO costs and central platform build-out
- − Adjusted fully diluted EPS declined 25.4% in Q2 to $0.34 due to share count dilution from January 2026 U.S. IPO
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceOverall
Sell
SellHoldBuy
Technical
Sell
Momentum
Very Weak
Sentiment
Neutral
Fundamentals
Fair
Quant / Vol
Very High
Market backdrop
VIX 15.5 · calm
Equity put/call 0.59
Technical
price trend
50 / 200-day cross
No cross
Price vs 50-day avg
−4%
below
RSI (14)
45
neutral
MACD trend
Negative
52-week position
46%
mid-range
Momentum
relative strength
1-month return
0%
trailing
6-month return
−22%
trailing
Relative strength
−34%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50/200-day averages unavailable
Institutional flow
Accumulating
+12% holders QoQ · +12 funds added
Insider flow
Distributing
Net -$96.6K over 90 days · 100% sells
Short interest
Rising
0.75% of float · ▲ +49.8% MoM · 1.6 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
55 holders — 13F breadth
Squeeze score
51
elevated · 0–100
Fundamentals
Revenue growth
+25%
Y/Y
EPS growth
−1%
Y/Y
Free cash flow
$24.8M
Balance sheet
$26.6M
net debt
Quant / Vol
risk profile
Volatility
63%
annualized · 1-yr
Max drawdown
−50%
past year
ATR
7.6%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed Aug 10, 2026
Revenue
· full year 2026
Initiated
$213M – $216M
prior FY $186.54M
midpoint +15.0% Y/Y
Adjusted EBITDA
· full year 2026
Non-GAAP
Initiated
$48.5M – $50.5M
Adjusted EBITDA margin
· full year 2026
Non-GAAP
Initiated
22.5% – 23.5%
Organic Revenue Growth
· full year 2026
Non-GAAP
Initiated
5%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
No cross
Neutral
Price vs 50-day avg
−4%
Neutral
RSI (14)
45
Neutral
MACD trend
Negative
Bearish
52-week position
46%
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50/200-day averages unavailable
Institutional flow
Accumulating
+12% holders QoQ · +12 funds added
Insider flow
Distributing
Net -$96.6K over 90 days · 100% sells
Short interest
Rising
0.75% of float · ▲ +49.8% MoM · 1.6 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
55 holders — 13F breadth
Price context
position in its available closing range
Range low $7
Now $11 · 46%
Range high $15
vs 50-day avg -4%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Dividend per share | $0.24 | the three months ended June 30, 2026 filing | — |
| Segment Adjusted Pre-Bonus EBITDA non-GAAP | $20.59M | Three months ended June 30, 2026 filing | +5.7% |
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| Segment Adjusted Pre-Bonus EBITDA - Compliance and Insights Services non-GAAP | $1.81M | Three months ended June 30, 2026 filing | — |
| Segment Adjusted Pre-Bonus EBITDA - Corporate Communications & Public Affairs Consulting non-GAAP | $4.27M | Three months ended June 30, 2026 filing | — |
| Segment Adjusted Pre-Bonus EBITDA - Government Relations Consulting non-GAAP | $14.51M | Three months ended June 30, 2026 filing | — |
| Unallocated bonus expense % of revenue non-GAAP | -7.7% | the three months ended June 30, 2026 filing | — |
| Unallocated corporate costs % of revenue non-GAAP | -8.2% | the three months ended June 30, 2026 filing | — |
| Adjusted EBIT non-GAAP | $22.3M | Six months ended June 30, 2026 | — |
| Adjusted EBITDA non-GAAP | $23.4M | H1 2026 | — |
| Adjusted EBITDA margin non-GAAP | 22.9% | H1 2026 | — |
| Adjusted EBT non-GAAP | $21M | Six months ended June 30, 2026 | — |
| Adjusted effective tax rate non-GAAP | 3.2% | Q2 2026 | — |
| Adjusted EPS (basic) non-GAAP | $0.63 | Six months ended June 30, 2026 | — |
| Adjusted EPS, fully diluted non-GAAP | $0.59 | H1 2026 | — |
| Adjusted Free Cash Flow non-GAAP | $4.1M | Six Months ended June 30, 2026 | -65.0% |
| Adjusted Net Income non-GAAP | $17.9M | H1 2026 | — |
| Adjusted Net Income margin non-GAAP | 17.5% | Six months ended June 30, 2026 | — |
| Average employee count | 476 | Three months ended June 30, 2026 | — |
| Corporate Communications & Public Affairs segment revenue mix | 35.7% | H1 2026 | — |
| Dividend Paid – per share | $0.24 | H1 2026 | — |
| Employee count | 476 | As of June 30, 2026 | — |
| Net (Debt)/Cash non-GAAP | -$5.2M | H1 2026 | — |
| Net Debt | $5.2M | Q2 2026 | — |
| Number of clients | 1,500 | H1 2026 | — |
| Number of employees | 476 | H1 2026 | — |
| Organic Revenue Growth non-GAAP | 4.4% | H1 2026 | — |
| Segment Adjusted pre-bonus EBITDA margin non-GAAP | 39.1% | Six months ended June 30, 2026 | — |
| Segment Adjusted pre-bonus EBITDA margin - Compliance and Insights Services non-GAAP | 50.2% | H1 2026 | — |
| Segment Adjusted pre-bonus EBITDA margin - Corporate Communications & Public Affairs Consulting non-GAAP | 24.8% | H1 2026 | — |
| Segment Adjusted pre-bonus EBITDA margin - Government Relations Consulting non-GAAP | 46.7% | H1 2026 | — |
| Shares period end - Legally outstanding - basic | 29.9M | June 30, 2026 | — |
| Shares period end - Legally outstanding - fully diluted | 32.02M | June 30, 2026 | — |
| Total Net Debt | $5.2M | June 30, 2026 | — |
| Weighted avg shares - Legally outstanding - basic | 28.53M | Six months ended June 30, 2026 | — |
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| Weighted avg shares - Legally outstanding - fully diluted | 30.27M | Six months ended June 30, 2026 | — |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Consulting Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PPHC
this stock
Public Policy Holding Company, Inc.
|
$334.19M | — | +24.7% | — | 0.8% |
|
VRSK
Verisk Analytics, Inc.
|
$22.17B | -27.0% | +6.6% | 25.8 | 3.5% |
|
EFX
Equifax Inc
|
$16.75B | -34.3% | +6.9% | 25.1 | 6.6% |
|
BAH
Booz Allen Hamilton Holding Corp
|
$8.39B | -18.7% | -6.4% | 10.9 | 6.0% |
|
FCN
Fti Consulting, Inc
|
$3.71B | -19.2% | +2.4% | 16.3 | 11.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PPHC | -5.3% | -0.1% | -22.2% | +4.2% | — |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | -6.5% | -0.7% | -33.7% | +2.6% | — |
Capital returns
Latest dividend
$0.117
/ share · ex Sep 25, 2026
Paid (TTM)
$0.357
/ share · 2 payouts
Dividend yield (TTM, derived)
— · history filling in
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.