Jun 2026 (Q2 FY26) — Jul 29, 2026
Q2 Holdings Q2 FY26 — Strong Execution, Record Profitability, and AI Traction
Read the full callQ2 Holdings 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 | 220 | +12.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 13.3 | +8.3 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 29.9 | +153.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $59.86 on 17 Oct 2025 → $62.22. High $75.49 (11 Dec 2025), low $42.09 (22 Jun 2026).
Overview
Call summaries
Q2 Holdings Q2 FY26 — Strong Execution, Record Profitability, and AI Traction
Read the full callEvery analysed call
Financials
Net profit, year on year: +154% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 175 | 183 | 190 | 195 | 202 | 208 | 217 | 220 |
| Operating profit | -13 | -2 | 2 | 10 | 11 | 17 | 28 | 29 |
| Operating margin | −7.3% | −0.9% | 1.1% | 5.0% | 5.5% | 8.1% | 12.8% | 13.3% |
| Other income | 3 | 4 | 3 | 4 | 4 | 4 | 2 | 2 |
| Interest | — | — | 1 | 1 | — | — | 1 | 1 |
| Profit before tax | -10 | 2 | 5 | 13 | 15 | 21 | 30 | 32 |
| Tax rate | −23.7% | 91.5% | 9.3% | 12.8% | 1.1% | 1.6% | 10.5% | 5.9% |
| Net profit | -12 | 0 | 5 | 12 | 15 | 20 | 27 | 30 |
| EPS ($ per share) | -0.20 | — | 0.08 | 0.19 | 0.24 | — | 0.43 | 0.48 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | -172 | -243 | -381 | -494 | -560 | -626 | -664 | -612 |
| Total liabilities | 305 | 630 | 773 | 815 | 931 | 753 | 777 | 614 |
| Fixed assets | 35 | 39 | 50 | 67 | 57 | 41 | 32 | 28 |
| Investments | 69 | 32 | 131 | 105 | 234 | 94 | 88 | 65 |
| Total assets | 464 | 1,009 | 1,417 | 1,385 | 1,350 | 1,201 | 1,295 | 1,276 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 5 | 1 | -3 | 31 | 37 | 70 | 136 | 201 |
| Cash from investing | -171 | -483 | -124 | -65 | -166 | 113 | -21 | -4 |
| Cash from financing | 217 | 476 | 435 | -51 | 6 | -152 | 13 | -189 |
| Net cash flow | 50 | -7 | 308 | -85 | -124 | 32 | 127 | 9 |
| Capital expenditure | -13 | -14 | -24 | -20 | -11 | -6 | -7 | -7 |
| Free cash flow | -9 | -13 | -27 | 11 | 25 | 65 | 129 | 195 |
86 filings between Nov 25, 2025 and Sep 11, 2026.
Purchases
None
No insider bought shares.
Sales
$31.49M
38 sales by 9 insiders
37% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Price Jonathan | — | $7.50M | Aug 13, 2026 |
| Flake Matthew P | — | $6.95M | Mar 9, 2026 |
| Breeden John E | — | $6.40M | Mar 11, 2026 |
| Coleman Kirk L | — | $4.99M | Jun 10, 2026 |
| Rutledge Kimberly Anne | — | $3.28M | Aug 10, 2026 |
| Kerr Michael S | — | $1.23M | Sep 11, 2026 |
| Volanoski Michael A. | — | $694.3K | Dec 12, 2025 |
| Mukkamala Himagiri K | — | $381.0K | Mar 9, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 11, 2026 | Kerr Michael S General Counsel | Sale | 636 | $38.8K |
| Aug 13, 2026 | Price Jonathan Chief Financial Officer | Sale | 77,180 | $5.07M |
| Aug 10, 2026 | Rutledge Kimberly Anne Chief People Officer | Sale 10b5-1 plan | 10,000 | $630.7K |
| Jun 10, 2026 | Offerdahl James Director | Award | 4,741 | $0 |
| Jun 10, 2026 | Mintz Andre L Director | Award | 4,741 | $0 |
| Jun 10, 2026 | Hooley Stephen C Director | Award | 4,741 | $0 |
| Jun 10, 2026 | Tyson Lynn Antipas Director | Award | 4,741 | $0 |
| Jun 10, 2026 | TAYLOR MARGARET Director | Award | 4,741 | $0 |
| Jun 10, 2026 | Coleman Kirk L Chief Business Officer | Sale | 3,603 | $156.7K |
| Jun 10, 2026 | Atchison Rebecca Lynn Director | Award | 4,741 | $0 |
| Jun 1, 2026 | Coleman Kirk L Chief Business Officer | Award | 16,961 | $0 |
| Jun 1, 2026 | Coleman Kirk L Chief Business Officer | Sale | 20,894 | $1.03M |
| Jun 1, 2026 | Coleman Kirk L Chief Business Officer | Award | 17,934 | $0 |
| May 14, 2026 | Kerr Michael S General Counsel | Sale | 397 | $17.9K |
| Mar 11, 2026 | Price Jonathan Chief Financial Officer | Award | 19,272 | $0 |
| Mar 11, 2026 | Price Jonathan Chief Financial Officer | Award | 48,179 | $0 |
| Mar 11, 2026 | Rutledge Kimberly Anne Chief People Officer | Award 10b5-1 plan | 4,337 | $0 |
| Mar 11, 2026 | Rutledge Kimberly Anne Chief People Officer | Award 10b5-1 plan | 8,672 | $0 |
| Mar 11, 2026 | Rutledge Kimberly Anne Chief People Officer | Sale 10b5-1 plan | 3,187 | $160.5K |
| Mar 11, 2026 | Rutledge Kimberly Anne Chief People Officer | Award 10b5-1 plan | 21,681 | $0 |
| Mar 11, 2026 | Breeden John E Chief Delivery Officer | Award 10b5-1 plan | 11,562 | $0 |
| Mar 11, 2026 | Breeden John E Chief Delivery Officer | Award 10b5-1 plan | 28,908 | $0 |
| Mar 11, 2026 | Mukkamala Himagiri K Chief Operating Officer | Award | 15,418 | $0 |
| Mar 11, 2026 | Flake Matthew P Chief Executive Officer | Award | 38,542 | $0 |
| Mar 11, 2026 | Mukkamala Himagiri K Chief Operating Officer | Award | 38,544 | $0 |
| Mar 11, 2026 | Rutledge Kimberly Anne Chief People Officer | Award 10b5-1 plan | 8,672 | $0 |
| Mar 11, 2026 | Coleman Kirk L Chief Business Officer | Award | 13,490 | $0 |
| Mar 11, 2026 | Breeden John E Chief Delivery Officer | Award 10b5-1 plan | 11,562 | $0 |
| Mar 11, 2026 | Flake Matthew P Chief Executive Officer | Award | 96,358 | $0 |
| Mar 11, 2026 | Price Jonathan Chief Financial Officer | Award | 19,272 | $0 |
| Mar 11, 2026 | Breeden John E Chief Delivery Officer | Sale 10b5-1 plan | 8,924 | $449.2K |
| Mar 11, 2026 | Kerr Michael S General Counsel | Award 10b5-1 plan | 7,322 | $0 |
| Mar 11, 2026 | Flake Matthew P Chief Executive Officer | Award | 19,274 | $0 |
| Mar 11, 2026 | Kerr Michael S General Counsel | Award 10b5-1 plan | 7,322 | $0 |
| Mar 11, 2026 | Kerr Michael S General Counsel | Award 10b5-1 plan | 18,308 | $0 |
| Mar 11, 2026 | Kerr Michael S General Counsel | Award 10b5-1 plan | 3,664 | $0 |
| Mar 11, 2026 | Coleman Kirk L Chief Business Officer | Award | 33,726 | $0 |
| Mar 11, 2026 | Coleman Kirk L Chief Business Officer | Award | 13,490 | $0 |
| Mar 11, 2026 | Kerr Michael S General Counsel | Sale 10b5-1 plan | 2,071 | $104.2K |
| Mar 11, 2026 | Coleman Kirk L Chief Business Officer | Award | 6,746 | $0 |
| Mar 11, 2026 | Price Jonathan Chief Financial Officer | Award | 9,635 | $0 |
| Mar 11, 2026 | Mukkamala Himagiri K Chief Operating Officer | Award | 15,418 | $0 |
| Mar 11, 2026 | Flake Matthew P Chief Executive Officer | Award | 38,542 | $0 |
| Mar 11, 2026 | Mukkamala Himagiri K Chief Operating Officer | Award | 7,708 | $0 |
| Mar 11, 2026 | Breeden John E Chief Delivery Officer | Award 10b5-1 plan | 5,784 | $0 |
| Mar 9, 2026 | Mukkamala Himagiri K Chief Operating Officer | Sale | 1,343 | $69.0K |
| Mar 9, 2026 | Coleman Kirk L Chief Business Officer | Sale | 10,849 | $557.1K |
| Mar 9, 2026 | Flake Matthew P Chief Executive Officer | Sale | 20,613 | $1.06M |
| Mar 9, 2026 | Price Jonathan Chief Financial Officer | Sale | 8,680 | $445.7K |
| Mar 9, 2026 | Breeden John E Chief Delivery Officer | Sale 10b5-1 plan | 6,076 | $312.0K |
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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