Jun 2026 (Q2 FY26) — Jul 29, 2026
MediaAlpha Q2 FY26 — Record Results Driven by Broadening Carrier Demand
Read the full callMediaAlpha earnings: last reported Wed, 29 Jul 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 | 317 | +25.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 6.3 | +14.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 39.4 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $10.62 on 17 Oct 2025 → $11.3. High $14.27 (20 Jul 2026), low $7.17 (13 Feb 2026).
Overview
Call summaries
MediaAlpha Q2 FY26 — Record Results Driven by Broadening Carrier Demand
Read the full callEvery analysed call
Financials
Net profit, year on year: +310% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 259 | 301 | 264 | 252 | 307 | 291 | 310 | 317 |
| Expenses | 244 | 282 | 264 | 272 | 287 | 269 | 288 | 297 |
| Operating profit | 16 | 18 | 0 | -20 | 20 | 22 | 22 | 20 |
| Operating margin | 6.0% | 6.1% | 0.0% | −8.0% | 6.4% | 7.7% | 7.2% | 6.3% |
| Other income | -3 | -10 | -2 | -2 | -2 | -126 | -2 | 35 |
| Interest | 4 | 3 | 3 | 3 | 3 | 3 | 2 | 3 |
| Profit before tax | 12 | 8 | -2 | -22 | 18 | -104 | 21 | 55 |
| Tax rate | 2.6% | 11.1% | 2.1% | −1.4% | 0.3% | 132.6% | 31.6% | 24.2% |
| Net profit | 9 | 5 | -2 | -19 | 15 | 31 | 11 | 39 |
| EPS ($ per share) | 0.17 | — | -0.04 | -0.33 | 0.26 | — | 0.21 | 0.73 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | — | -193 | -419 | -424 | -482 | -523 | -506 | -480 |
| Total liabilities | — | 145 | 315 | 351 | 256 | 248 | 309 | 413 |
| Fixed assets | — | 1 | 1 | — | — | — | — | — |
| Total assets | — | 105 | 210 | 290 | 170 | 154 | 262 | 384 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 23 | 22 | 51 | 29 | 28 | 20 | 46 | 66 |
| Cash from investing | -1 | -0 | -10 | -1 | -50 | -0 | -1 | -0 |
| Cash from financing | -25 | -17 | -28 | -1 | -15 | -17 | -19 | -62 |
| Net cash flow | -3 | 4 | 14 | 27 | -36 | 3 | 26 | 4 |
| Capital expenditure | -1 | -0 | -0 | -1 | -0 | -0 | -0 | -0 |
| Free cash flow | 22 | 22 | 51 | 28 | 28 | 20 | 46 | 65 |
381 filings between Nov 11, 2025 and Oct 14, 2026.
Purchases
None
No insider bought shares.
Sales
$32.49M
309 sales by 5 insiders
98% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Nonko Eugene | — | $16.27M | Oct 14, 2026 |
| Yi Steven | — | $13.83M | Oct 9, 2026 |
| Cramer Keith | — | $1.24M | Sep 15, 2026 |
| Yeh Kuanling Amy | — | $1.02M | Sep 25, 2026 |
| COYNE JEFFREY B | — | $142.8K | May 15, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 14, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 1,067 | $11.1K |
| Oct 14, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 6,667 | $69.2K |
| Oct 13, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 6,667 | $67.4K |
| Oct 13, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 1,067 | $10.8K |
| Oct 12, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 6,667 | $67.7K |
| Oct 12, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 1,067 | $10.8K |
| Oct 9, 2026 | Yi Steven See Remarks | Sale 10b5-1 plan | 2,033 | $22.4K |
| Oct 8, 2026 | Yi Steven See Remarks | Sale 10b5-1 plan | 24,000 | $240.9K |
| Oct 1, 2026 | Sinanyan Tigran See Remarks | Award | 24,250 | $0 |
| Oct 1, 2026 | Sinanyan Tigran See Remarks | Tax withheld | 1,088 | $10.4K |
| Sep 25, 2026 | Yeh Kuanling Amy Chief Technology Officer | Sale 10b5-1 plan | 3,000 | $28.2K |
| Sep 22, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 1,067 | $11.5K |
| Sep 22, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 6,667 | $71.9K |
| Sep 21, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 6,667 | $70.2K |
| Sep 21, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 1,067 | $11.2K |
| Sep 16, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 1,940 | $21.8K |
| Sep 16, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 7,273 | $81.7K |
| Sep 15, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 1,940 | $22.3K |
| Sep 15, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 7,273 | $83.5K |
| Sep 15, 2026 | Cramer Keith Chief Revenue Officer | Sale 10b5-1 plan | 13,000 | $149.4K |
| Sep 14, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 2,667 | $32.1K |
| Sep 14, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 7,778 | $93.0K |
| Sep 10, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 7,273 | $84.5K |
| Sep 10, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 1,940 | $22.3K |
| Sep 9, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 7,273 | $83.0K |
| Sep 9, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 1,940 | $22.6K |
| Sep 8, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 7,273 | $85.1K |
| Sep 8, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 1,940 | $22.7K |
| Sep 4, 2026 | Yeh Kuanling Amy Chief Technology Officer | Sale 10b5-1 plan | 3,000 | $36.0K |
| Sep 2, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 7,778 | $95.2K |
| Sep 2, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 2,667 | $32.6K |
| Sep 1, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 2,667 | $33.2K |
| Sep 1, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 7,778 | $96.4K |
| Sep 1, 2026 | Yi Steven See Remarks | Sale 10b5-1 plan | 48,000 | $594.4K |
| Aug 31, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 7,778 | $98.1K |
| Aug 31, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 2,667 | $33.6K |
| Aug 26, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 2,667 | $33.5K |
| Aug 26, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 7,778 | $97.6K |
| Aug 25, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 8,205 | $105.6K |
| Aug 25, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 3,282 | $42.3K |
| Aug 24, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 3,282 | $42.6K |
| Aug 24, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 8,205 | $106.6K |
| Aug 19, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 8,205 | $108.5K |
| Aug 19, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 3,282 | $43.3K |
| Aug 18, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 8,205 | $105.7K |
| Aug 18, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 3,282 | $42.3K |
| Aug 17, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 3,282 | $42.1K |
| Aug 17, 2026 | Nonko Eugene Director | Sale 10b5-1 plan | 8,205 | $104.9K |
| Aug 17, 2026 | Cramer Keith Chief Revenue Officer | Sale 10b5-1 plan | 13,000 | $165.9K |
| Aug 15, 2026 | Yeh Kuanling Amy Chief Technology Officer | Option exercise 10b5-1 plan | 4,803 | $0 |
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.
Your own record
Free account. Everything above stays public.
Write why you follow MediaAlpha, Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading