Jun 2026 (Q2 FY26) — Aug 3, 2026
Ibotta Q2 FY26 — Early Return to Revenue Growth Driven by Supply and Publisher Expansion
Read the full callIbotta earnings: last reported Mon, 3 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 88.9 | +3.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -2.1 | −3.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -1.2 | −149.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $31.12 on 14 Oct 2025 → $48.93. High $48.93 (15 Oct 2026), low $19.25 (5 Feb 2026).
Overview
Call summaries
Ibotta Q2 FY26 — Early Return to Revenue Growth Driven by Supply and Publisher Expansion
Read the full callEvery analysed call
Financials
Net profit, year on year: −149% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 99 | 98 | 85 | 86 | 83 | 89 | 82 | 89 |
| Operating profit | 21 | 13 | -3 | 1 | 2 | -2 | -11 | -2 |
| Operating margin | 21.0% | 13.2% | −3.3% | 1.4% | 2.8% | −1.9% | −13.1% | −2.1% |
| Profit before tax | 25 | 17 | 0 | 4 | 5 | 0 | -9 | -1 |
| Tax rate | 31.4% | −348.1% | −14.9% | 35.6% | 70.8% | 511.1% | −10.4% | −131.0% |
| Net profit | 17 | 76 | 1 | 2 | 2 | -1 | -10 | -1 |
| EPS ($ per share) | 0.56 | — | 0.02 | 0.09 | 0.05 | — | -0.43 | -0.05 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Equity capital | — | 0 | 0 | — |
| Reserves | — | -209 | -140 | -137 |
| Total liabilities | — | 292 | 221 | 238 |
| Fixed assets | — | 3 | 2 | 23 |
| Total assets | — | 320 | 678 | 526 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Cash from operations | -56 | 23 | 116 | 95 |
| Cash from investing | -36 | 20 | -10 | -34 |
| Cash from financing | 74 | 2 | 181 | -224 |
| Net cash flow | -18 | 45 | 287 | -163 |
| Capital expenditure | -1 | -1 | -1 | -20 |
| Free cash flow | -57 | 22 | 115 | 75 |
198 filings between Nov 17, 2025 and Oct 6, 2026.
Purchases
$0
1 purchase by 1 insider
Sales
$34.96M
113 sales by 5 insiders
74% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 12 conversions, 2 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Clark Jermoluk Founders Fund I LLC | — | $15.07M | Jul 6, 2026 |
| Leach Bryan | — | $10.00M | Oct 6, 2026 |
| Lehrman Thomas D | — | $6.93M | Aug 13, 2026 |
| Swanson Luke Roy | — | $2.70M | Oct 1, 2026 |
| Daspit Marisa | — | $245.4K | Sep 2, 2026 |
| Riedy Christopher J | $0 | — | Jan 8, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 6, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 5,030 | $209.1K |
| Oct 6, 2026 | Leach Bryan CEO AND PRESIDENT | Option exercise 10b5-1 plan | 5,030 | $25.4K |
| Oct 5, 2026 | Leach Bryan CEO AND PRESIDENT | Option exercise 10b5-1 plan | 7,113 | $35.9K |
| Oct 5, 2026 | Leach Bryan CEO AND PRESIDENT | Option exercise 10b5-1 plan | 2,999 | $12.0K |
| Oct 5, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 63 | $2.6K |
| Oct 5, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 10,049 | $415.6K |
| Oct 1, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 1,816 | $73.0K |
| Oct 1, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 1,816 | $73.0K |
| Oct 1, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 4,124 | $163.4K |
| Oct 1, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 4,124 | $163.4K |
| Sep 22, 2026 | Weisman Tony Director | Award | 9,843 | $0 |
| Sep 22, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 7 | $294 |
| Sep 22, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 1,717 | $70.9K |
| Sep 22, 2026 | Leach Bryan CEO AND PRESIDENT | Option exercise 10b5-1 plan | 1,724 | $6.9K |
| Sep 21, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 13,418 | $554.8K |
| Sep 21, 2026 | Leach Bryan CEO AND PRESIDENT | Option exercise 10b5-1 plan | 13,418 | $53.5K |
| Sep 10, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 16,500 | $661.2K |
| Sep 9, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 5,103 | $192.6K |
| Sep 8, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 7,503 | $279.5K |
| Sep 8, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 26,497 | $1.00M |
| Sep 8, 2026 | Leach Bryan CEO AND PRESIDENT | Option exercise 10b5-1 plan | 15,142 | $60.4K |
| Sep 2, 2026 | Daspit Marisa CHIEF PEOPLE OFFICER | Sale 10b5-1 plan | 1,779 | $66.3K |
| Sep 2, 2026 | Daspit Marisa CHIEF PEOPLE OFFICER | Sale 10b5-1 plan | 1,177 | $44.5K |
| Sep 1, 2026 | Daspit Marisa CHIEF PEOPLE OFFICER | Tax withheld 10b5-1 plan | 2,951 | $109.8K |
| Sep 1, 2026 | Daspit Marisa CHIEF PEOPLE OFFICER | Sale 10b5-1 plan | 802 | $29.4K |
| Sep 1, 2026 | Daspit Marisa CHIEF PEOPLE OFFICER | Sale 10b5-1 plan | 910 | $34.0K |
| Sep 1, 2026 | Riedy Christopher J Chief Revenue Officer | Tax withheld | 12,988 | $483.3K |
| Sep 1, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 3,082 | $114.9K |
| Sep 1, 2026 | El Tabib Amir Chief Business Dev. Officer | Tax withheld | 3,404 | $126.7K |
| Sep 1, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 3,082 | $114.9K |
| Sep 1, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 2,858 | $104.7K |
| Sep 1, 2026 | Puckett Matthew H Chief Financial Officer | Tax withheld | 33,347 | $1.24M |
| Sep 1, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | Tax withheld 10b5-1 plan | 11,692 | $435.1K |
| Sep 1, 2026 | Chomko Jared SR VICE PRESIDENT - ACCOUNTING | Tax withheld | 469 | $17.5K |
| Sep 1, 2026 | Shapiro David T CHIEF LEGAL OFFICER | Tax withheld | 6,821 | $253.8K |
| Sep 1, 2026 | Swanson Luke Roy CHIEF TECHNOLOGY OFFICER | Sale 10b5-1 plan | 2,858 | $104.7K |
| Sep 1, 2026 | Leach Bryan CEO AND PRESIDENT | Tax withheld | 18,637 | $693.5K |
| Aug 25, 2026 | Chomko Jared SR VICE PRESIDENT - ACCOUNTING | Tax withheld | 406 | $15.6K |
| Aug 18, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 877 | $32.1K |
| Aug 18, 2026 | Leach Bryan CEO AND PRESIDENT | Option exercise 10b5-1 plan | 877 | $3.5K |
| Aug 17, 2026 | Leach Bryan CEO AND PRESIDENT | Option exercise 10b5-1 plan | 28,907 | $115.3K |
| Aug 17, 2026 | Leach Bryan CEO AND PRESIDENT | Conversion 10b5-1 plan | 2,916 | $0 |
| Aug 17, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 613 | $22.8K |
| Aug 17, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 3,457 | $127.1K |
| Aug 17, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 2,303 | $82.8K |
| Aug 17, 2026 | Leach Bryan CEO AND PRESIDENT | Conversion 10b5-1 plan | 2,916 | $0 |
| Aug 17, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 610 | $22.7K |
| Aug 17, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 1,425 | $53.3K |
| Aug 17, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 24,025 | $856.0K |
| Aug 17, 2026 | Leach Bryan CEO AND PRESIDENT | Sale 10b5-1 plan | 2,306 | $82.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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