Latest Earnings Results: Q3 '26
Estimated EPS
$0.28
Reported EPS
$0.46
Surprise
+63.19%
Estimated Rev
$347.93M
Reported Rev
$375.95M
Surprise
+8.05%
• Reported GAAP EPS of $0.46 up 76.92% YoY • Reported revenue of $375.95M up 22.66% YoY • MediaAlpha expects Q4 2026 revenue of $355M-$375M, Contribution of $54M-$57M, and Adjusted EBITDA of $36M-$39M; FY2026 free cash flow is expected at $90M-$100M.
Bullish Takeaway
MediaAlpha cited broadening marketplace demand and digital customer acquisition, reported record revenue and higher gross margin, and forecast Q4 2026 revenue of $355 million-$375 million and Adjusted EBITDA of $36.0 million-$39.0 million.
Bearish Takeaway
MediaAlpha reported lower cash than in December 2025 and higher long-term debt, while Health is expected to represent approximately 4% of Q4 2026 revenue during its seasonal enrollment peak.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.30 | -- | -- | N/A |
Q3 '26 | $0.28 | $0.46 | 63.19% | BEAT |
Q2 '26 | $0.23 | $0.65 | 183.77% | BEAT |
Q1 '26 | $0.26 | $0.21 | -17.91% | MISSED |
Q4 '25 | $0.24 | $0.50 | 109.11% | BEAT |