Paymentus Q2 Revenue Jumps 29% to $361M, Adjusted EBITDA Soars 54%
PAY sits 90% above its 52-week low of $20.11.
Summary
Paymentus reported Q2 2026 revenue of $360.7M (+28.8% YoY) and adjusted EBITDA of $48.8M (+54.0% YoY), beating consensus and raising full-year guidance.
Updates
· Reuters — Adjusted EPS of $0.25 beat consensus by $0.06. The stock is trading near its 52-week high.
Key Events · Earnings and Guidance · PAY
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Q2 Revenue Beats by 4.4%
Revenue of $360.7M exceeded the $345.4M consensus, driven by a 21.4% increase in transactions to 213.4M.
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Adjusted EBITDA Surges 54%
Adjusted EBITDA reached $48.8M, with margin expanding to a record 41.3% of contribution profit, up from 33.9% a year ago.
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Full-Year Guidance Raised
Paymentus now expects FY2026 revenue of $1,443M-$1,458M (up from prior implied ~$1,400M midpoint), contribution profit of $460M-$465M, and adjusted EBITDA of $175M-$185M.
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Q3 Guidance Implies Continued Momentum
Q3 revenue guidance of $353M-$363M and adjusted EBITDA of $40M-$45M suggest sequential growth and margin stability.
Analysis · PAY · Trade & Services
A standout quarter underscores Paymentus's profitable scaling, with revenue surging 28.8% to $360.7 million—well above the $345.4 million consensus. Adjusted EBITDA jumped 54% to $48.8 million, and the company raised its full-year guidance across all key metrics. The stock is trading near its 52-week high, and these results reinforce the growth narrative. Expanding contribution profit and adjusted EBITDA margins signal that the business is scaling profitably. This is a clear positive for investors, though the stock's elevated valuation means expectations are high.
How filings like this one have moved
In the 30 days to Oct 1, 2026, 35.9% of the 1030 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, PAY was trading at $38.25 on NYSE in the Trade & Services sector, with a market capitalization of approximately $4.3B. The 52-week trading range was $20.11 to $39.38. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.