Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Figure Technology Solutions, Inc. Class A Common Stock (FIGR) is 9/10.
Figure Technology Solutions grew consumer loan marketplace volume over 110% year-over-year to approximately $2.9 billion, and adjusted net revenue rose 92% to $167 million with an adjusted EBITDA margin of 50%, versus 33% a year earlier. GAAP operating income of $58.8 million was up 628.82% against a small prior-year base, and GAAP net income was $45 million, including a $7 million option-exercise tax benefit, turning from a near-breakeven year-ago quarter. The capital-light Figure Connect marketplace reached 56% of volume, up from 54%, while the company added a record 80 partners, including regional depository Flagstar Bank. Management introduced its first-ever quarterly guidance, setting Q2 CLM volume at $3.8 billion to $4.1 billion, and net take rate held at 3.8% within the 3.5% to 4% range despite interest-rate volatility. Blockchain-ecosystem products including OPEN, Democratized Prime and YLDS continued to scale, with YLDS and Democratized Prime balances up roughly 80% quarter-over-quarter.
Scored from Figure Technology Solutions, Inc. Class A Common Stock’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2025 Q1 | $55M | -9.3% | $-0.00 | +97.2% | 14.6% | -1.5% |
| FY2025 Q2 | $95M | +52.9% | $0.07 | +103.5% | 29.2% | 31.5% |
| FY2025 Q3 | $135M | — | $0.17 | — | 39.1% | 66.4% |
| FY2025 Q4 | $223M | — | $0.06 | — | 29.1% | 6.8% |
| FY2026 Q1 | $167M | +201.4% | $0.18 | — | 35.2% | 26.9% |
| FY2026 Q2 | $188M | +98.0% | $0.35 | +400.0% | 51.6% | 46.5% |