FirstCash Holdings, Inc (FCFS)

FirstCash beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported July 23, with adjusted EPS of $2.50 topping the $2.39 estimate (+4.6%) and revenue of $1.075 billion topping the $1.031 billion estimate (+4.3%). Profitability held with operating income of about $166.7 million, translating to an operating margin of roughly 16%, while net income rose 56.3% to about $93.5 million (up from roughly $59.8 million a year ago). On the earnings line, adjusted EPS increased 39.7% from $1.79 a year ago. The company also returned cash to shareholders during the quarter, repurchasing about $66.9 million of stock and paying roughly $18.4 million in dividends. For the next period, consensus calls for EPS of $2.76 on revenue of $1.079 billion.