Figure Technology Solutions, Inc. (FIGR) Earnings History

Figure Technology Solutions, Inc. - Q4 2025 EarningsBeat

Filed at: Feb 26, 2026, 4:06 PM EST|Read from source

EXECUTIVE SUMMARY

Figure Technology Solutions reported strong fourth quarter and full-year 2025 results, driven by significant year-over-year growth in Consumer Loan Marketplace volume and expanding adoption of its blockchain-native platforms. The company demonstrated substantial improvements in profitability metrics, including net income and Adjusted EBITDA, alongside a notable increase in net revenue.

POSITIVE HIGHLIGHTS

  • •

    Consumer Loan Marketplace volume increased 131% year-over-year to $2.7 billion in Q4 2025.

    positive
  • •

    Adjusted EBITDA increased 426% year-over-year to $81 million in Q4 2025, with margins expanding significantly.

    positive
  • •

    Net revenue increased 91% year-over-year to $160 million in Q4 2025.

    positive
  • •

    Announced a new $200 million share repurchase program authorization.

    positive

CONCERNS & RISKS

  • •

    Operating income was $29 million in Q4 2025, a significant increase from a loss of $0.8 million in Q4 2024, but the operating income margin for Q4 2025 was 18.15% ($29,013M / $159,913M), which is lower than the Adjusted EBITDA margin of 51.6%.

    attention
  • •

    Interest expense was $13.1 billion in Q4 2025, an increase from $14.5 billion in Q4 2024, indicating continued significant financing costs.

    attention
  • •

    The company reported a net loss attributable to noncontrolling interests of $82 thousand in Q4 2025, compared to income of $413 thousand in Q4 2024.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$159.91M
+90.7%
Prior year: $83.86M
Annual (YTD)
$506.87M
N/A
Prior year: $340.88M
Net Income
Quarterly
$15.08M
+156.0%
Prior year: $5.89M
Annual (YTD)
$134.28M
N/A
Prior year: $19.91M
EPS (Diluted)
Quarterly
$0.06
N/A
Prior year: $0.00
Operating Income
Quarterly
$29.01M
N/A
Prior year: $-804.00K
Annual (YTD)
$117.53M
N/A
Prior year: $9.23M
EPS (Basic)
Quarterly
$0.07
N/A
Prior year: $0.00

MARGIN ANALYSIS

Operating Margin
Current Quarter
18.1%
Prior Year
-1.0%
YoY Change
+1911 bps
Net Margin
Current Quarter
9.4%
Prior Year
7.0%
YoY Change
+240 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 2025 2025

VISUAL OVERVIEW

|
Ecosystem and technology fees
0.0%
N/A
Servicing fees
0.0%
N/A
Interest income
0.0%
N/A
Origination fees
0.0%
N/A
Gain on sale of loans, net
0.0%
N/A
Gain on servicing asset, net
0.0%
N/A
Other revenue
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Ecosystem and technology fees
N/A———
Servicing fees
N/A———
Interest income
N/A———
Origination fees
N/A———
Gain on sale of loans, net
N/A———
Gain on servicing asset, net
N/A———
Other revenue
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

SPECIAL ITEMS & ADJUSTMENTS

Q4 2025
Valuation changes in fair value of MSRs
Non-cash, non-realized adjustment
$2.281M
Q4 2025
Change in fair value of digital assets and related investments
+$8.871M
Q4 2025
Services exchanged for issuance of warrants
+$1.636M
Q4 2025
Registration costs
+$2.035M
Q4 2025
Restructuring costs
+$0.316M
Q4 2025
Stock-based compensation expense
+$40.192M
Q4 2025
Amortization of internally developed software costs
+$3.873M
Q4 2025
Non-funding interest expense
+$5.34M
Total Impact
+$59.982M

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

Closed the year with strong fourth quarter results, with triple-digit year-over-year growth in Consumer Loan Marketplace volume, increased adoption of Figure Connect, and expanding activity within our blockchain ecosystem.

— Figure Technology Solutions, Inc., Q4 2025 2025 Earnings Call

Momentum reflects the diversity and scalability of our model.

— Figure Technology Solutions, Inc., Q4 2025 2025 Earnings Call

Looking ahead, we remain focused on expanding our partner network, deepening our marketplace liquidity, and advancing our blockchain-native infrastructure.

— Figure Technology Solutions, Inc., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

$YLDS in Circulation
328.0M
dollars
Available Lender Supply
213.0M
dollars
Borrower Demand
246.0M
dollars
Consumer Loan Marketplace Volume
2705.0M
+130.8% YoY
Prior year: 1172.0M
dollars
Ecosystem Volume
3047.0M
+98.5% YoY
Prior year: 1535.0M
dollars
Figure Connect Volume
1466.0M
Prior year: 8.0M
dollars
Matched Offers
206.0M
dollars
Net Take Rate
3.8
+11.8% YoY
Prior year: 3.4
%

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.