)
QuinStreet (QNST) investor relations material
QuinStreet Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record Q2 revenue of $287.8 million, up 2% year-over-year, exceeding outlook for both revenue and adjusted EBITDA, marking a second consecutive quarter of record revenue in a seasonally low period.
Net income for the quarter was $50.2 million, primarily due to a $48.9 million tax benefit from the release of a valuation allowance on deferred tax assets.
Strong progress on strategic initiatives, including AI integration and the acquisition of HomeBuddy, which expands product, media, and client footprints in home services.
Auto insurance demand remained robust, outperforming historical seasonality, and home services continued double-digit growth.
Completed the acquisition of HomeBuddy in January for $115 million upfront and $75 million in post-closing payments, funded by cash and a new $150 million revolving credit facility.
Financial highlights
Q2 total revenue was $287.8 million; adjusted net income was $14 million ($0.24 per share); adjusted EBITDA was $21 million, up 8% year-over-year.
Gross profit for the quarter was $27.7 million, with a gross margin of 9.6%–10%.
Operating income was $1.2 million, compared to an operating loss of $1.4 million in the prior year.
Ended the quarter with $107 million in cash and equivalents and no bank debt.
Diluted EPS was $0.87, compared to $(0.03) in the prior year.
Outlook and guidance
Q3 revenue expected between $330 million–$340 million; adjusted EBITDA between $26.5 million–$30.5 million.
Full fiscal year 2026 revenue expected between $1.25 billion–$1.3 billion; adjusted EBITDA between $110 million–$115 million.
Excluding HomeBuddy, full-year revenue expected to grow at least 10% and adjusted EBITDA at least 20%; targeting 10% quarterly adjusted EBITDA margin this fiscal year.
Management expects continued revenue growth from sustainable sources at target profitability levels, with ongoing investment in growth initiatives.
The company believes existing cash, future operating cash flow, and available borrowings will be sufficient to meet anticipated requirements for at least the next 12 months.
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next QuinStreet earnings date
Next QuinStreet earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)