Jun 2026 (Q2 FY26) — Jul 30, 2026
Pagaya Q2 FY26 — Record Performance Driven by Auto Growth and Operational Leverage
Read the full callPagaya (PGY) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Pagaya earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 387 | +18.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 27.3 | +10.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 45.3 | +171.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$17.91 +6.54% · +$1.1
Performance −40.0% 1Y
1Y: $29.86 on 14 Oct 2025 → $17.91. High $29.91 (15 Oct 2025), low $10.64 (23 Feb 2026).
- Previous close
- $16.81
- 52-week range
- $10.64 – $29.91
- One year
- −40.12%
Overview
- Symbol
- PGY
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Pagaya earnings calls (PGY)
Financials
What the filings say
Net profit, year on year: +172% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 257 | 279 | 290 | 326 | 350 | 335 | 318 | 387 |
| Expenses | 235 | 248 | 242 | 270 | 270 | 255 | 238 | 281 |
| Operating profit | 22 | 32 | 48 | 56 | 80 | 80 | 80 | 106 |
| Operating margin | 8.7% | 11.4% | 16.4% | 17.3% | 22.8% | 23.8% | 25.2% | 27.3% |
| Profit before tax | -86 | -241 | -0 | 22 | 8 | 22 | 27 | 41 |
| Tax rate | 13.4% | −6.9% | 5291.7% | 23.1% | −188.6% | −31.6% | 11.5% | −2.6% |
| Net profit | -67 | -238 | 8 | 17 | 23 | 34 | 25 | 45 |
| EPS ($ per share) | -0.93 | — | 0.10 | 0.20 | 0.27 | — | 0.29 | 0.53 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Reserves | — | -112 | -414 | -543 | -944 | -863 |
| Total liabilities | — | 106 | 280 | 468 | 775 | 960 |
| Fixed assets | — | 8 | 32 | 42 | 38 | 30 |
| Total assets | — | 590 | 1,045 | 1,208 | 1,291 | 1,546 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | 4 | 50 | -40 | -22 | 48 | 239 |
| Cash from investing | -123 | -141 | -265 | -381 | -480 | -310 |
| Cash from financing | 120 | 290 | 438 | 289 | 437 | 130 |
| Net cash flow | 1 | 199 | 133 | -115 | 4 | 62 |
| Capital expenditure | -1 | -7 | -22 | -20 | -18 | -14 |
| Free cash flow | 3 | 43 | -62 | -42 | 30 | 225 |
Insider filings
71 filings between Oct 16, 2025 and Oct 2, 2026.
Open market
decisions to buy or sellPurchases
$501.0K
2 purchases by 1 insider
Sales
$5.22M
35 sales by 5 insiders
11% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 7
- Award — granted as compensation
- 27
- Option exercise — converted options into shares
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| DAS SANJIV | — | $1.98M | Sep 28, 2026 |
| Rosen Tami | — | $1.87M | Oct 2, 2026 |
| Perros Evangelos | — | $910.9K | Jun 12, 2026 |
| Krubiner Gal | $501.0K | — | Jun 24, 2026 |
| Vieira Cory | — | $384.6K | Sep 28, 2026 |
| Dobres Jonathan | — | $74.0K | Sep 28, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 2, 2026 | Rosen Tami Director | Sale | 1,986 | $35.4K |
| Sep 28, 2026 | Vieira Cory Chief Accounting Officer | Sale | 2,170 | $37.0K |
| Sep 28, 2026 | DAS SANJIV President | Sale | 14,300 | $243.7K |
| Sep 28, 2026 | Dobres Jonathan Chief Financial Officer | Sale | 590 | $10.1K |
| Sep 25, 2026 | DAS SANJIV President | Option exercise | 25,000 | $0 |
| Sep 25, 2026 | Dobres Jonathan Chief Financial Officer | Option exercise | 1,116 | $0 |
| Sep 25, 2026 | Vieira Cory Chief Accounting Officer | Option exercise | 3,572 | $0 |
| Sep 18, 2026 | Rosen Tami Director | Sale 10b5-1 plan | 8,504 | $173.3K |
| Sep 17, 2026 | Dobres Jonathan Chief Financial Officer | Sale | 2,183 | $45.9K |
| Sep 15, 2026 | Dobres Jonathan Chief Financial Officer | Option exercise | 4,375 | $0 |
| Sep 12, 2026 | Rosen Tami Director | Option exercise | 15,625 | $0 |
| Sep 12, 2026 | DAS SANJIV President | Sale | 13,301 | $268.8K |
| Sep 12, 2026 | Rosen Tami Director | Sale | 7,121 | $143.9K |
| Sep 12, 2026 | DAS SANJIV President | Option exercise | 23,750 | $0 |
| Sep 12, 2026 | Dobres Jonathan Chief Financial Officer | Sale | 582 | $11.8K |
| Sep 12, 2026 | Dobres Jonathan Chief Financial Officer | Option exercise | 1,125 | $0 |
| Sep 3, 2026 | Rosen Tami Director | Sale | 1,265 | $29.2K |
| Sep 2, 2026 | Vieira Cory Chief Accounting Officer | Option exercise | 5,208 | $0 |
| Sep 2, 2026 | Vieira Cory Chief Accounting Officer | Sale | 3,075 | $69.8K |
| Sep 1, 2026 | Gardner Jason M. Director | Award | 5,946 | $0 |
| Aug 3, 2026 | Rosen Tami Director | Sale | 28,181 | $619.4K |
| Aug 3, 2026 | DAS SANJIV President | Sale | 21,289 | $468.4K |
| Aug 3, 2026 | Rosen Tami Director | Award | 7,302 | $0 |
| Jun 25, 2026 | Dobres Jonathan Chief Financial Officer | Sale | 403 | $6.2K |
| Jun 25, 2026 | Dobres Jonathan Chief Financial Officer | Option exercise | 1,117 | $0 |
| Jun 25, 2026 | Vieira Cory Chief Accounting Officer | Sale | 1,458 | $23.1K |
| Jun 25, 2026 | Vieira Cory Chief Accounting Officer | Option exercise | 3,572 | $0 |
| Jun 25, 2026 | DAS SANJIV President | Sale | 14,000 | $221.6K |
| Jun 25, 2026 | DAS SANJIV President | Option exercise | 25,000 | $0 |
| Jun 24, 2026 | Krubiner Gal Chief Executive Officer | Purchase | 16,230 | $250.5K |
| Jun 22, 2026 | Rosen Tami Director | Sale 10b5-1 plan | 9,944 | $151.1K |
| Jun 12, 2026 | Perros Evangelos Insider | Sale | 11,558 | $187.6K |
| Jun 12, 2026 | Perros Evangelos Insider | Option exercise | 20,625 | $0 |
| Jun 12, 2026 | DAS SANJIV President | Sale | 13,309 | $216.0K |
| Jun 12, 2026 | DAS SANJIV President | Option exercise | 23,750 | $0 |
| Jun 12, 2026 | Rosen Tami Director | Option exercise | 15,625 | $0 |
| Jun 12, 2026 | Rosen Tami Director | Sale | 5,681 | $92.2K |
| Jun 2, 2026 | Vieira Cory Chief Accounting Officer | Option exercise | 5,208 | $0 |
| Jun 2, 2026 | Vieira Cory Chief Accounting Officer | Sale | 2,140 | $32.1K |
| Jun 2, 2026 | Krubiner Gal Chief Executive Officer | Purchase | 16,600 | $250.6K |
| Apr 17, 2026 | Rosen Tami Director | Sale 10b5-1 plan | 9,720 | $147.2K |
| Apr 1, 2026 | Perros Evangelos Chief Financial Officer | Sale | 13,004 | $147.5K |
| Apr 1, 2026 | Perros Evangelos Chief Financial Officer | Option exercise | 22,766 | $0 |
| Mar 12, 2026 | DAS SANJIV President | Option exercise | 23,750 | $0 |
| Mar 12, 2026 | Rosen Tami Chief Development Officer | Option exercise | 15,625 | $0 |
| Mar 12, 2026 | Perros Evangelos Chief Financial Officer | Sale | 8,425 | $92.6K |
| Mar 12, 2026 | Perros Evangelos Chief Financial Officer | Option exercise | 20,625 | $0 |
| Mar 12, 2026 | Rosen Tami Chief Development Officer | Sale | 5,905 | $64.9K |
| Mar 12, 2026 | DAS SANJIV President | Sale | 9,702 | $106.6K |
| Mar 2, 2026 | Vieira Cory Chief Accounting Officer | Sale | 2,490 | $27.2K |
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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