Jefferson Capital (JCAP) Q2 FY26 earnings call

Jefferson Capital delivered a strong Q2 FY26, marked by robust collections and record deployments, particularly in the auto finance sector. The company expanded its market presence with an entry into Mexico and strengthened its balance sheet with improved leverage and record forward flow commitments. Management remains confident in the attractive market backdrop and its differentiated operating model, despite rising operating expenses linked to increased legal channel activity.