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The Trade Desk TTD Q1 2026 earnings

Reported May 7, 2026 · After market close

Revenue$688.9MBeat by $10.0MDiluted EPS$0.08Miss by $0.04
Revenue estimate$678.9M
EPS estimate$0.12

Next report

Aug 6, 2026 (In 3 weeks)
Revenue estimate$752.6M
EPS estimate$0.41

Financials

Q1 2026

Income statement

See full
Revenue$688.9M+11.8%
Gross profit$506.9M+7.1%
Operating income$66.6M+22.4%
Net income$40.0M-21.1%
EPS (diluted)$0.08-20.0%

Balance sheet

See full
Cash & equivalents$878.4M-21.5%
Total debt$423.6M+26.5%
Total equity$2.5B-9.7%
Total assets$5.7B+0.5%

Cash flow

See full
Operating cash flow$391.8M+34.4%
CapEx$112.7M+90.7%
Free cash flow$279.1M+20.1%

Valuation & ratios

Valuation

as of 07/09/26
See full
Market cap$8.96B-60.2%
Enterprise value$8.51B-60.8%
P/E20.7×-34.0×
P/S3×-5.8×

Profitability

See full
Gross margin77.8%-2.3pp
Operating margin20.3%+2.6pp
Net margin14.6%-1.5pp
FCF margin28.4%+1.3pp

Returns & leverage

See full
Return on equity16.7%-0.1pp
Debt / equity0.2×0.0×
Current ratio1.7×-0.1×

Versus estimates

Revenue

Q1 2026$688.9MBeat by $10.0M
Q4 2025$846.8MBeat by $6.2MQ3 2025$739.4MBeat by $20.4MQ2 2025$694.0MBeat by $8.6MQ1 2025$616.0MBeat by $40.7MQ4 2024$741.0MMiss by $17.9M

Diluted EPS

Q1 2026$0.08Miss by $0.04
Q4 2025$0.39Beat by $0.05Q3 2025$0.45Beat by $0.25Q2 2025$0.18Beat by $0.00Q1 2025$0.10Miss by $0.04Q4 2024$0.59Beat by $0.02

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Questions, answered.

When did The Trade Desk report Q1 2026 earnings?
The Trade Desk (TTD) reported Q1 2026 earnings on May 7, 2026 after market close.
What were The Trade Desk's Q1 2026 revenue and EPS?
The Trade Desk reported revenue of $688.9M and diluted EPS of $0.08 for Q1 2026.
Did The Trade Desk beat estimates in Q1 2026?
Revenue beat the consensus estimate of $678.9M by $10.0M. EPS missed the consensus estimate of $0.12 by $0.04.
How did The Trade Desk's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 11.8% from $616.0M a year earlier and diluted EPS declined 20.0% from $0.10.
Where can I find The Trade Desk's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001671933-26-000053) and the 10-Q periodic report (0001671933-26-000054) directly on SEC EDGAR. The filing index links above go to sec.gov.