CoverageForm 410-K10-Q8-K13D13G13F

UPBD · Upbound Group, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · UPBD

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$1.22B-$1.16B$1.16B$1.18B-$1.07B$1.08B$1.10B-
Cost of Revenue$633.27M-$601.64M$585.71M$626.23M-$557.77M$544.55M$566.90M-
Gross Profit$586.46M-$563.08M$571.83M$550.13M-$511.09M$531.96M$529.07M-
R&D----------
SG&A$57.09M-$50.25M$63.41M$63.79M-$51.46M$53.64M$55.10M-
Total Operating Expenses$509.02M-$510.32M$521.09M$487.51M-$441.03M$451.30M$467.31M-
D&A$20.15M---$17.52M-$12.77M$12.62M$13.47M-
Operating Income$77.44M-$52.75M$50.73M$62.62M-$70.06M$80.66M$61.76M-
Interest Expense$26.88M-$28.66M$28.52M$27.80M-$26.80M$28.37M$29.99M-
Income Tax$15.48M-$6.65M$7.36M$10.72M-$13.29M$12.48M$4.89M-
Net Income$35.79M-$13.22M$15.48M$24.79M-$30.86M$33.95M$27.69M-
EPS - Basic$0.62-$0.23$0.27$0.44-$0.56$0.62$0.51-
EPS - Diluted$0.61-$0.22$0.26$0.42-$0.55$0.61$0.50-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$98.41M$120.53M$107.02M$106.84M$107.33M$60.86M$85.05M$82.52M$84.79M$93.70M
Accounts Receivable----------
Inventory----------
Accounts Payable----------
Current Assets----------
Total Assets$3.13B$3.28B$3.21B$3.10B$3.04B$2.65B$2.58B$2.62B$2.63B$2.72B
Current Liabilities----------
Long-term Debt----------
Total Liabilities$2.41B$2.58B$2.52B$2.41B$2.36B$2.02B$1.97B$2.02B$2.05B$2.16B
Stockholders' Equity$715.73M$695.74M$687.30M$685.55M$679.21M$628.98M$611.82M$596.30M$578.29M$560.37M
Retained Earnings$1.03B$1.02B$1.02B$1.03B$1.04B$1.04B$1.03B$1.02B$1.00B$994.89M

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$170.66M---$137.74M---$45.42M-
Investing Cash Flow($34.02M)---($285.44M)---($11.72M)-
Financing Cash Flow($158.65M)---$194.20M---($42.80M)-
CapEx$15.96M-$20.50M$18.25M$10.58M-$17.95M$14.43M$11.82M-
Free Cash Flow$154.70M---$127.16M---$33.60M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin48.1%-48.3%49.4%46.8%-47.8%49.4%48.3%-
Operating margin6.3%-4.5%4.4%5.3%-6.6%7.5%5.6%-
EBITDA margin8.0%---6.8%-7.7%8.7%6.9%-
Net margin2.9%-1.1%1.3%2.1%-2.9%3.2%2.5%-
Free cash flow margin12.7%---10.8%---3.1%-
FCF / Net income4.32---5.13---1.21-
R&D / Revenue----------
SG&A / Revenue4.7%-4.3%5.5%5.4%-4.8%5.0%5.0%-
Effective tax rate30.2%-33.5%32.2%30.2%-30.1%26.9%15.0%-
Return on assets1.1%-0.4%0.5%0.8%-1.2%1.3%1.1%-
Return on equity5.0%-1.9%2.3%3.7%-5.0%5.7%4.8%-
Return on invested capital----------
Liquidity
Current ratio----------
Quick ratio----------
Cash ratio----------
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage2.9x-1.8x1.8x2.3x-2.6x2.8x2.1x-
Equity multiplier4.374.714.674.524.484.214.214.394.544.86
Liabilities / Assets0.770.790.790.780.780.760.760.770.780.79
Efficiency
Asset turnover0.39-0.360.370.39-0.410.410.42-
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E29.6x-107.4x96.5x57.0x-58.2x50.3x70.4x-
P / B1.5x-2.0x2.1x2.1x-2.9x2.9x3.4x-
P / S0.9x-1.2x1.3x1.2x-1.7x1.6x1.8x-
EV / EBITDA9.9x---16.1x-20.6x17.5x25.0x-
Growth
Revenue growth (YoY)3.7%-9.0%7.5%7.3%-9.2%9.9%7.9%-
Revenue CAGR (3y)6.3%-4.4%2.6%0.5%--3.3%-3.4%1.9%-
Revenue CAGR (5y)3.3%-10.3%11.1%10.9%-10.5%10.4%9.5%-
Gross profit growth (YoY)6.6%-10.2%7.5%4.0%-2.8%5.1%4.5%-
Operating income growth (YoY)23.7%--24.7%-37.1%1.4%-20.7%-4.0%--
Net income growth (YoY)44.4%--57.2%-54.4%-10.5%-607.3%--41.5%-
EPS growth (YoY)45.2%--60.0%-57.4%-16.0%-587.5%--40.5%-
EPS CAGR (3y)-10.1%---7.6%--21.1%-12.2%-7.9%-
EPS CAGR (5y)-1.0%--28.2%-18.0%-13.8%--0.4%-18.5%30.9%-
FCF growth (YoY)21.7%---278.4%----65.0%-
FCF CAGR (5y)4.5%---27.2%----14.4%-
Book value growth (YoY)5.4%10.6%12.3%15.0%17.5%12.2%2.4%-4.7%-13.7%6.7%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$4.70B total
Acima$2.51B · 53.5%
Rent ACenter$1.90B · 40.4%
Brigit$206.02M · 4.4%
Mexico$79.39M · 1.7%

Geographic

$4.70B total
US$4.62B · 98.3%
MX$79.39M · 1.7%

Peer comparison

Same SIC group: Services-Equipment Rental & Leasing, NEC

CompanyRevenue (last FY)Net marginROE
MGRC$944.24M16.6%12.6%
URI$16.10B15.5%27.8%
AL$3.02B36.1%12.8%
CTOS$1.94B-1.6%-3.8%
PRG$2.41B6.1%19.7%

Comparing UPBOUND GROUP against the 5 most active filers in the same SIC group.

Dividends

$1.56/share trailing 12 months · +2.6% YoY

Ex-datePer share
Apr 7, 2026$0.3900
Dec 17, 2025$0.3900
Sep 30, 2025$0.3900
Jun 17, 2025$0.3900
Apr 2, 2025$0.3900
Dec 18, 2024$0.3900
Oct 1, 2024$0.3700
Jun 18, 2024$0.3700
Apr 2, 2024$0.3700
Dec 18, 2023$0.3700
Oct 2, 2023$0.3400
Jun 16, 2023$0.3400
Apr 4, 2023$0.3400
Dec 19, 2022$0.3400
Oct 3, 2022$0.3400
Jun 17, 2022$0.3400
Apr 4, 2022$0.3400
Dec 15, 2021$0.3400
Sep 27, 2021$0.3100
Jun 21, 2021$0.3100
Apr 5, 2021$0.3100
Dec 14, 2020$0.3100
Oct 6, 2020$0.2900
Jul 9, 2020$0.2900