Katapult Holdings Reports $754 Million in Q3 Revenue and $28 Million Net Loss
Katapult Holdings reported Q3 2026 revenue of $753.9M, a net loss of $28.0M, and adjusted EBITDA of $110.4M. The results include operations post-merger with Aaron’s and CCFI, effective August 11. The company identified $30M in annualized cost synergies and is pursuing cross-brand opportunities. Consumer finance and lease-to-own segments served 1.04M and 1.08M active customers, respectively, according to the company.
How this was made
The 30-second read
Why it matters
The earnings highlight revenue growth and cost‑synergy potential, but the net loss may trigger short‑term selling pressure. Investors will watch guidance and integration execution in upcoming quarters.
Market read
First earnings for the merged Katapult entity; provides fresh data for valuation and short‑term trading decisions.
What to watch
Potential upside from cross‑brand customer acquisition and e‑commerce originations, which are not fully reflected in the loss figure.
Background
Katapult Holdings completed an August merger with Aaron’s and CCFI, creating a combined consumer‑finance platform. This earnings release is the first full‑quarter report for the merged entity.
Ticker impact
Katapult Holdings disclosed Q3 2026 revenue of $753.9M and a net loss of $28.0M, the first public earnings release for the combined company after its August merger.
likely slight downside as investors price in the net loss and integration expenses, though revenue growth may limit the decline.
The numbers are new and material; the loss per share of $0.38 may pressure the stock, while $30M of cost synergies and 23% YoY EBITDA growth provide a floor.
Market effects
Consumer finance and lease‑to‑own subsectors may see heightened scrutiny as the merged entity reports integration progress.
U.S. consumer‑finance stocks could experience modest volatility following the earnings release.
Limited; the report primarily affects U.S. small‑cap finance niche.
Counterpoint
The net loss may be overstated if integration costs are one‑time; the company could rebound strongly on synergies.
Key entities
- companyKatapult Holdings
Consumer‑finance and lease‑to‑own provider, ticker KPLT.
- companyAaron's
Partner in the August merger, now part of Katapult.
- companyCCFI
Partner in the August merger, now part of Katapult.