Pagaya Q2 2026 net income rises to $45 million; raises full-year net income outlook
Pagaya reported record second-quarter 2026 results, with GAAP net income attributable to shareholders of $45 million, up $29 million from a year earlier and above its $25 million to $45 million outlook. The press release states the company raised its full-year net income guidance to a range of $155 million to $180 million, though the filing does not give the prior range.
Key points
- Q2 2026 total revenue and other income was $387 million, up 19% year over year, versus an outlook of $345 million to $365 million.
- Q2 2026 Adjusted EBITDA was $124 million, up 43% year over year, versus an outlook of $100 million to $115 million.
- Full-year 2026 GAAP net income is expected to be between $155 million and $180 million.
- Third-quarter 2026 GAAP net income is expected to be between $42 million and $52 million.
The filing
Written by AI on Nov 9, 2026, 11:44 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 30, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.