PRG · PROG Holdings, Inc. · Earnings Call Transcripts & Audio
$30.92
-0.57 (-1.81%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$1.30B
Shares
39.83M
Volume · Sep 30
603.19K
Avg daily vol (3M)
562.09K
PROG Holdings, Inc. Earnings Call Transcripts
Quarterly earnings calls for PROG Holdings, Inc. (PRG), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼3.8%
$625.82M
$16.00M
'22 Q3
22-09-30
▼5.3%
$612.10M
$36.09M
'22 Q4
23-02-22
▼7.8%
$655.14M
$48.03M
'23 Q1
23-04-26
▼8.7%
$592.85M
$37.22M
'23 Q2
23-07-26
▼6.9%
$582.88M
$35.01M
'23 Q3
23-10-25
▼16.9%
$508.49M
$18.57M
'23 Q4
24-02-21
▼2%
$641.87M
$21.97M
'24 Q1
24-04-24
▼0.1%
$592.16M
$33.77M
'24 Q2
24-07-24
▲4%
$606.14M
$83.96M
'24 Q3
24-10-23
▲9.9%
$558.90M
$57.55M
'24 Q4
25-02-19
▲4.1%
$668.43M
$34.72M
'25 Q1
25-04-23
▼0.6%
$588.50M
$38.48M
'25 Q2
25-07-23
▼1.8%
$595.11M
$33.12M
'25 Q3
25-10-22
▼0.3%
$557.18M
$40.47M
'25 Q4
26-02-18
▲11.1%
$742.67M
$36.05M
'26 Q1
26-04-29
LATEST
▲22.3%
$719.72M
$37.03M
'26 Q2
26-07-29
Earnings call
FY26 · Q2
2026-07-29
PROG Holdings, Inc. (PRG) Q2 2026 Earnings Call Transcript
Confident tone
Progressive Leasing GMV return to growth
Strategic pillars (Grow/Enhance/Expand) and ecosystem
Purchasing Power acquisition and growth
Revenue
$719.72M
▲ 22.3% YoY Diluted EPS
$0.91
▼ 4.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-29
PROG Holdings, Inc. (PRG) Q1 2026 Earnings Call Transcript
Confident tone
Progressive Leasing recovery
Consolidated GMV growth
Purchasing Power contribution
Revenue
$742.67M
▲ 11.1% YoY Diluted EPS
$0.89
▲ 7.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Capital Markets Day
Investor event
2026-03-10
PROG Holdings, Inc. (PRG) March 2026 Capital Markets Day Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-18
PROG Holdings, Inc. (PRG) Q4 2025 Earnings Call Transcript
Positive tone
For (Four) growth
Purchasing Power acquisition
Progressive Leasing portfolio and underwriting
Revenue
$557.18M*
▼ 0.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2025-12-02
PROG Holdings, Inc. (PRG) December 2025 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q3
2025-10-22
PROG Holdings, Inc. (PRG) Q3 2025 Earnings Call Transcript
Positive tone
Progressive Leasing GMV performance
Capital allocation and shareholder returns
New and renewed retail partnerships
Revenue
$595.11M
▼ 1.8% YoY Diluted EPS
$0.82
▼ 57.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-23
PROG Holdings, Inc. (PRG) Q2 2025 Earnings Call Transcript
Confident tone
Progressive Leasing portfolio performance
Four Technologies BNPL growth
Strategic pillars (Grow, Enhanced, Expand)
Revenue
$588.50M
▼ 0.6% YoY Diluted EPS
$0.95
▲ 23.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-23
PROG Holdings, Inc. (PRG) Q1 2025 Earnings Call Transcript
Cautious tone
GMV decline and Big Lots bankruptcy impact
Lease portfolio credit quality and write-offs
Revised 2025 guidance and lack of GMV guide
Revenue
$668.43M
▲ 4.1% YoY Diluted EPS
$0.83
▲ 69.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-19
PROG Holdings, Inc. (PRG) Q4 2024 Earnings Call Transcript
Positive tone
Progressive Leasing GMV growth
Big Lots bankruptcy impact
Portfolio delinquencies and write-offs
Revenue
$558.90M*
▲ 9.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-23
PROG Holdings, Inc. (PRG) Q3 2024 Earnings Call Transcript
Confident tone
Portfolio Health and Write-Off Management
GMV Growth and Market Share Gains
Macro and Credit Environment Tailwinds
Revenue
$606.14M
▲ 4% YoY Diluted EPS
$1.94
▲ 155.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-24
PROG Holdings, Inc. (PRG) Q2 2024 Earnings Call Transcript
Confident tone
GMV Growth and Recovery
Strategic Pillars (Grow, Enhance, Expand)
Credit Environment Dynamics
Revenue
$592.16M
▼ 0.1% YoY Diluted EPS
$0.77
▼ 2.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-24
PROG Holdings, Inc. (PRG) Q1 2024 Earnings Call Transcript
Positive tone
Quarterly results and outlook
Strategic pillars (grow, enhance, expand)
PROG Marketplace and direct-to-consumer
Revenue
$641.87M
▼ 2% YoY Diluted EPS
$0.49
▼ 51% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-21
PROG Holdings, Inc. (PRG) Q4 2023 Earnings Call Transcript
Balanced tone
GMV and Consumer Demand
Portfolio and Credit Quality
Grow, Enhance, Expand Strategy
Revenue
$508.49M*
▼ 16.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-25
PROG Holdings, Inc. (PRG) Q3 2023 Earnings Call Transcript
Revenue
$582.88M
▼ 6.9% YoY Diluted EPS
$0.76
▲ 137.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-26
PROG Holdings, Inc. (PRG) Q2 2023 Earnings Call Transcript
Revenue
$592.85M
▼ 8.7% YoY Diluted EPS
$0.79
▲ 113.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-26
PROG Holdings, Inc. (PRG) Q1 2023 Earnings Call Transcript
Revenue
$655.14M
▼ 7.8% YoY Diluted EPS
$1.00
▲ 104.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-22
PROG Holdings, Inc. (PRG) Q4 2022 Earnings Call Transcript
Revenue
$612.10M*
▼ 5.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-09-30
PROG Holdings, Inc. (PRG) Q3 2022 Earnings Call Transcript
Revenue
$625.82M
▼ 3.8% YoY Diluted EPS
$0.32
▼ 62.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
PROG Holdings, Inc. (PRG) Q2 2022 Earnings Call Transcript
Revenue
$649.44M
▼ 1.6% YoY Diluted EPS
$0.37
▼ 63.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-27
PROG Holdings, Inc. (PRG) Q1 2022 Earnings Call Transcript
Revenue
$710.46M
▼ 1.5% YoY Diluted EPS
$0.49
▼ 57.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-23
PROG Holdings, Inc. (PRG) Q4 2021 Earnings Call Transcript
Revenue
$646.54M*
▲ 6.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-03
PROG Holdings, Inc. (PRG) Q3 2021 Earnings Call Transcript
Revenue
$650.40M
▲ 6.4% YoY Diluted EPS
$0.86
▼ 46.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
PROG Holdings, Inc. (PRG) Q2 2021 Earnings Call Transcript
Revenue
$659.97M
▲ 10.1% YoY Diluted EPS
$1.02
▲ 1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-29
PROG Holdings, Inc. (PRG) Q1 2021 Earnings Call Transcript
Revenue
$721.00M
▲ 7.9% YoY Diluted EPS
$1.16
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
PROG Holdings, Inc. (PRG) Q4 2020 Earnings Call Transcript
Revenue
$605.65M
▲ 6.5% YoY Diluted EPS
$0.60
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
PROG Holdings, Inc. (PRG) Q3 2020 Earnings Call Transcript
Revenue
$611.34M
▲ 13.7% YoY Diluted EPS
$1.61
▲ 177.6% YoY
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-06-30
PROG Holdings, Inc. (PRG) Q2 2020 Earnings Call Transcript
Revenue
$599.16M
▲ 14.1% YoY Diluted EPS
$1.01
▲ 62.9% YoY
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-03-31
PROG Holdings, Inc. (PRG) Q1 2020 Earnings Call Transcript
Revenue
$668.44M
▲ 25.6% YoY Diluted EPS
$-4.13
▼ 609.9% YoY
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Showing 1–28 of 28 earnings calls
Key facts
CIK
1808834
CUSIP
74319R101
13F (30d)
19 filings
11 filers
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