Jun 2026 (Q2 FY26) — Jul 29, 2026
PROG Holdings Q2 FY26 — Strong Earnings Beat Driven by Ecosystem Growth and Disciplined Portfolio Management
Read the full callPROG Holdings (PRG) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
PROG Holdings earnings: last reported Wed, 29 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 | 720 | +22.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 9.1 | −1.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 37.0 | −3.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$31.11 +4.33% · +$1.29
Performance −2.0% 1Y
1Y: $31.75 on 14 Oct 2025 → $31.11. High $47.53 (16 Jul 2026), low $26.18 (18 Nov 2025).
- Previous close
- $29.82
- 52-week range
- $26.18 – $47.53
- One year
- −1.77%
Overview
- Symbol
- PRG
- Sector
- Financials
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
PROG Holdings earnings calls (PRG)
Financials
What the filings say
Net profit, year on year: −4% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 606 | 623 | 668 | 589 | 595 | 525 | 743 | 720 |
| Expenses | 557 | 573 | 612 | 529 | 542 | 496 | 690 | 661 |
| Operating profit | 49 | 50 | 56 | 59 | 54 | 36 | 65 | 66 |
| Operating margin | 8.1% | 8.1% | 8.4% | 10.1% | 9.0% | 6.9% | 8.8% | 9.1% |
| Interest | 10 | — | 10 | 10 | 12 | 13 | 18 | 15 |
| Profit before tax | 42 | 42 | 47 | 51 | 46 | 29 | 48 | 51 |
| Tax rate | −100.6% | −37.5% | 26.8% | 26.6% | 27.4% | 38.0% | 23.9% | 26.4% |
| Net profit | 84 | 58 | 35 | 38 | 33 | 40 | 36 | 37 |
| EPS ($ per share) | 1.99 | — | 0.85 | 0.96 | 0.83 | — | 0.91 | 0.92 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | — | 45 | 45 | 41 | 41 | 41 | 41 | 41 |
| Reserves | — | 2,030 | 1,236 | 1,056 | 1,154 | 1,293 | 1,469 | 1,595 |
| Total liabilities | — | 1,561 | 331 | 942 | 921 | 900 | 863 | 864 |
| Fixed assets | — | 30 | 27 | 26 | 24 | 24 | 20 | 20 |
| Total assets | — | 3,298 | 1,317 | 1,622 | 1,492 | 1,491 | 1,514 | 1,610 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 356 | 317 | 456 | 246 | 242 | 204 | 139 | 335 |
| Cash from investing | -263 | -106 | -115 | -82 | -54 | -39 | -79 | 7 |
| Cash from financing | -129 | -169 | -363 | -30 | -227 | -142 | -119 | -128 |
| Net cash flow | -36 | 42 | -21 | 134 | -38 | 24 | -60 | 213 |
| Capital expenditure | -79 | -93 | -64 | -10 | -10 | -10 | -8 | -10 |
| Free cash flow | 278 | 224 | 392 | 236 | 233 | 195 | 130 | 325 |
Insider filings
37 filings between Feb 24, 2026 and Aug 5, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$183.1K
3 sales by 2 insiders
Compensation
not trading decisions- 18
- Award — granted as compensation
- 1
- Option exercise — converted options into shares
- 15
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| King Michael Todd | — | $92.0K | Aug 5, 2026 |
| Sewell George M | — | $91.1K | Aug 5, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 5, 2026 | King Michael Todd Chief Legal and Compliance Off | Sale | 1,070 | $49.2K |
| Aug 5, 2026 | Sewell George M CAO, SVP Fin Rep | Sale | 2,000 | $91.1K |
| Aug 4, 2026 | King Michael Todd Chief Legal and Compliance Off | Sale | 930 | $42.8K |
| May 6, 2026 | DAY CYNTHIA N Director | Award | 4,953 | $180.0K |
| May 6, 2026 | JULIAN ROBERT K. Director | Award | 4,953 | $180.0K |
| May 6, 2026 | Martinez Ramon Michael Director | Award | 4,953 | $180.0K |
| May 6, 2026 | Mielke Daniela Director | Award | 4,953 | $180.0K |
| May 6, 2026 | Sheu Caroline Sio-Chin Director | Award | 4,953 | $180.0K |
| May 6, 2026 | Michaels Steven A Chairman, President and CEO | Award | 137,590 | $0 |
| May 6, 2026 | Smith James P. Director | Award | 4,953 | $180.0K |
| May 6, 2026 | ROBINSON RAY M Director | Award | 4,953 | $180.0K |
| May 6, 2026 | CURLING DOUGLAS C Director | Award | 4,953 | $180.0K |
| Mar 6, 2026 | Sewell George M Principal Acct Off, VP Fin Rep | Tax withheld | 965 | $32.1K |
| Mar 6, 2026 | Garner Brian Chief Financial Officer | Tax withheld | 13,418 | $446.3K |
| Mar 6, 2026 | Michaels Steven A President and CEO | Tax withheld | 41,759 | $1.39M |
| Mar 6, 2026 | Doman Curtis Linn Director | Tax withheld | 491 | $16.3K |
| Mar 6, 2026 | King Michael Todd Chief Legal and Compliance Off | Tax withheld | 5,067 | $168.5K |
| Mar 2, 2026 | Sewell George M Principal Acct Off, VP Fin Rep | Tax withheld | 752 | $25.2K |
| Mar 2, 2026 | Michaels Steven A President and CEO | Tax withheld | 21,545 | $723.1K |
| Mar 2, 2026 | King Michael Todd Chief Legal and Compliance Off | Tax withheld | 2,663 | $89.4K |
| Mar 2, 2026 | Garner Brian Chief Financial Officer | Tax withheld | 5,983 | $200.8K |
| Feb 27, 2026 | Sewell George M Principal Acct Off, VP Fin Rep | Tax withheld | 1,074 | $37.8K |
| Feb 27, 2026 | Doman Curtis Linn Director | Tax withheld | 3,449 | $121.4K |
| Feb 27, 2026 | King Michael Todd Chief Legal and Compliance Off | Tax withheld | 2,775 | $97.7K |
| Feb 27, 2026 | Garner Brian Chief Financial Officer | Tax withheld | 7,609 | $267.9K |
| Feb 27, 2026 | Michaels Steven A President and CEO | Tax withheld | 24,826 | $874.1K |
| Feb 24, 2026 | King Michael Todd Chief Legal and Compliance Off | Award | 7,859 | $0 |
| Feb 24, 2026 | King Michael Todd Chief Legal and Compliance Off | Award | 9,655 | $358.0K |
| Feb 24, 2026 | Sewell George M Principal Acct Off, VP Fin Rep | Award | 12,751 | $0 |
| Feb 24, 2026 | Doman Curtis Linn Director | Award | 4,046 | $0 |
| Feb 24, 2026 | Sewell George M Principal Acct Off, VP Fin Rep | Award | 2,360 | $87.5K |
| Feb 24, 2026 | Garner Brian Chief Financial Officer | Award | 15,909 | $0 |
| Feb 24, 2026 | Garner Brian Chief Financial Officer | Award | 21,706 | $804.9K |
| Feb 24, 2026 | Michaels Steven A President and CEO | Award | 64,725 | $0 |
| Feb 24, 2026 | Michaels Steven A President and CEO | Award | 87,111 | $3.23M |
| Feb 24, 2026 | Michaels Steven A President and CEO | Option exercise | 41,796 | $872.7K |
| Feb 24, 2026 | Michaels Steven A President and CEO | Tax withheld | 30,481 | $1.15M |
| May 13, 2025 | Garner Brian Chief Financial Officer | Purchase | 3,500 | $101.3K |
| May 12, 2025 | Michaels Steven A President and CEO | Purchase | 14,000 | $406.4K |
| May 12, 2025 | Michaels Steven A President and CEO | Purchase | 1,000 | $29.0K |
| May 7, 2025 | Sheu Caroline Sio-Chin Director | Award | 5,592 | $150.0K |
| May 7, 2025 | DAY CYNTHIA N Director | Award | 5,592 | $150.0K |
| May 7, 2025 | Martinez Ramon Michael Director | Award | 5,592 | $150.0K |
| May 7, 2025 | Mielke Daniela Director | Award | 5,592 | $150.0K |
| May 7, 2025 | CURLING DOUGLAS C Director | Award | 5,592 | $150.0K |
| May 7, 2025 | ROBINSON RAY M Director | Award | 5,592 | $150.0K |
| May 7, 2025 | JULIAN ROBERT K. Director | Award | 5,592 | $150.0K |
| May 7, 2025 | Smith James P. Director | Award | 5,592 | $150.0K |
| Mar 7, 2025 | Sewell George M Principal Acct Off, VP Fin Rep | Tax withheld | 1,277 | $35.9K |
| Mar 7, 2025 | Michaels Steven A President and CEO | Tax withheld | 38,634 | $1.09M |
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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