Skip to content
OpenCapital
Get started

Ibotta IBTA Q1 2026 earnings

Reported May 6, 2026 · After market close

Revenue$82.5MBeat by $1.8MDiluted EPS-$0.43Miss by $0.22
Revenue estimate$80.7M
EPS estimate-$0.21

Next report

Aug 12, 2026 (in 2 months)
Revenue estimate$85.0M
EPS estimate-$0.21

Financials

Q1 2026

Income statement

See full
Revenue$82.5M-2.5%
Gross profit$63.0M-6.6%
Operating income-$10.8M-286%
Net income-$10.3M-1,960%
EPS (diluted)-$0.43-2,250%

Balance sheet

See full
Cash & equivalents$164.6M-44.7%
Total debt$25.3M-1.1%
Total equity$249.0M-38.0%
Total assets$479.9M-24.9%

Cash flow

See full
Operating cash flow$30.4M+52.9%
CapEx$3.1M+62.0%
Free cash flow$27.3M+52.0%

Valuation & ratios

Valuation

as of 06/25/26
See full
Market cap$744.33M-44.3%
Enterprise value$605.06M-43.1%
P/S2.2×-1.4×

Profitability

See full
Gross margin78.4%-6.2pp
Operating margin-2.6%-5.1pp
FCF margin24.8%-6.0pp

Returns & leverage

See full
Debt / equity0.1×0.0×
Current ratio1.8×-0.9×

Versus estimates

Revenue

Q1 2026$82.5MBeat by $1.8M
Q4 2025$88.5MBeat by $5.3MQ3 2025$83.3MIn lineQ2 2025$86.0MMiss by $15.8MQ1 2025$84.6MMiss by $4.6MQ4 2024$98.4MMiss by $5.2M

Diluted EPS

Q1 2026-$0.43Miss by $0.22
Q4 2025-$0.04Miss by $0.03Q3 2025$0.05Miss by $0.30Q2 2025$0.08Miss by $0.10Q1 2025$0.02Beat by $0.01Q4 2024$2.27Beat by $0.25

Ask the moment Ibotta reports.

Connect your AI and ask the moment the filing drops. It reads the release, surfaces what management said, and gives you its own read.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

When did Ibotta report Q1 2026 earnings?
Ibotta (IBTA) reported Q1 2026 earnings on May 6, 2026 after market close.
What were Ibotta's Q1 2026 revenue and EPS?
Ibotta reported revenue of $82.5M and diluted EPS of $-0.43 for Q1 2026.
Did Ibotta beat estimates in Q1 2026?
Revenue beat the consensus estimate of $80.7M by $1.8M. EPS missed the consensus estimate of $-0.21 by $0.22.
How did Ibotta's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 2.5% from $84.6M a year earlier.
Where can I find Ibotta's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-031279) and the 10-Q periodic report (0001628280-26-031458) directly on SEC EDGAR. The filing index links above go to sec.gov.