Upbound Group reported second-quarter 2026 revenue of about $1.2 billion, with performance split sharply across its three operating units.
Brigit was the fastest-growing segment. Revenue rose 37% from a year earlier to $71 million, as paying subscribers increased about 30% to 1.7 million and average monthly revenue per paying subscriber climbed 6.3% to $14.30.
Acima posted $604 million of revenue, down about 2.5% from the prior year, but its lease charge-off rate improved to 8.8% from 9.3%, a 50-basis-point gain. Acima’s EBITDA margin widened to 16.2% from 15.0%, an increase of 117 basis points.
Rent-A-Center generated $466 million of revenue and delivered its third straight quarter of same-store sales growth, with same-store sales up about 160 basis points year over year.
Cash generation strengthened in the quarter. Net cash provided by operating activities was about $123 million, and free cash flow increased to $84 million.
For the full year, Upbound narrowed its consolidated revenue outlook to $4.70 billion to $4.85 billion. It kept its adjusted EBITDA range at $500 million to $535 million and its non-GAAP diluted EPS range at $4.00 to $4.35. For the third quarter, the company expects revenue of $1.05 billion to $1.15 billion, adjusted EBITDA of $105 million to $115 million, and non-GAAP diluted EPS of $0.85 to $0.95. Today the company's shares have moved -2.65% to a price of $20.395. Check out the company's full 8-K submission here.
