Upbound Group, Inc. (NASDAQ: UPBD) has reported its third-quarter 2025 results, showcasing a 9.0% year-over-year increase in consolidated revenue to $1.2 billion. This growth was driven by the sustained momentum of Acima, which achieved an 11.0% increase in gross merchandise volume (GMV) and a 10.4% increase in revenue year-over-year. Additionally, Brigit saw a significant 40.2% revenue growth, fueled by a 26.8% rise in paying subscribers and an 11.4% growth in average monthly revenue per paying subscriber.
However, Rent-A-Center experienced a 3.6% decline in same store sales year-over-year, although this represents an improvement of 40 basis points compared to the second quarter of 2025. The company anticipates that same store sales will approach flat-to-positive in the fourth quarter of 2025.
Notably, Upbound Group, Inc. reported approximately $264 million of net cash provided by operating activities year-to-date through the third quarter of 2025, reflecting a substantial increase of about $97 million compared to the previous year.
The company also made key appointments, including a new Chief Financial Officer, Hal Khouri, and a new Chief Growth Officer, Rebecca Wooters. Furthermore, it has revised its FY 2025 non-GAAP diluted EPS guidance range to $4.05 * $4.15.
These results demonstrate Upbound Group, Inc.'s continuous efforts to drive top-line growth, enhance its leadership team, and adapt to the evolving needs of underserved consumers through inclusive financial solutions. Following these announcements, the company's shares moved -2.08%, and are now trading at a price of $23.11. For the full picture, make sure to review UPBOUND GROUP, INC.'s 8-K report.
