RPAY · Repay Holdings Corp
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 10, 2026TL;DR. Repay completed the KUBRA acquisition in June, driving Q2 revenue up 33% to $100.7M with 6% organic growth and $27.4M of free cash flow, while reiterating full-year 2026 guidance. Integration is on track with $4.5M of run-rate synergies already realized exiting Q2, against a backdrop of net leverage at 3.7x that management targets below 3x within 18 months.
- + KUBRA contributed ~$21M in June and integration is ahead of pace with $4.5M run-rate synergies already realized
- + Business Payments accelerated with 32% reported revenue growth and 19% normalized organic growth; AP supplier network reached 731,000+ vendors, up ~65% year-over-year
- + Full-year 2026 outlook reiterated: $490–$500M revenue, $168.5–$176M adjusted EBITDA, targeting ~35% adjusted EBITDA margins
- + Deleveraging is a stated priority with a target to bring net leverage below 3x within 18 months
- − Gross margin compressed to 70% from 76% year-ago due to KUBRA's lower-margin product mix
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
RPAY
this stock
Repay Holdings Corp
|
$319.90M | -2.5% | -1.2% | — | 4.3% |
|
MSFT
Microsoft Corp
|
$3.68T | +2.5% | +6.9% | 27.6 | 1.0% |
|
ORCL
Oracle Corp
|
$454.41B | -22.9% | +17.3% | 23.6 | 1.5% |
|
PLTR
Palantir Technologies Inc.
|
$401.86B | -5.9% | +56.2% | 142.9 | 2.7% |
|
PANW
Palo Alto Networks Inc
|
$270.47B | +79.5% | +29.0% | — | 2.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RPAY | -8.3% | -7.1% | +37.5% | -0.8% | -2.5% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | -7.1% | -5.3% | +19.6% | -0.5% | -14.6% |
Capital returns
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.