# Upbound Group, Inc.: overview

UPBD · Nasdaq · CIK 933036 · [Industrials](/sectors/industrials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/upbd.md) · [Financials](/companies/upbd/financials.md) · [Filings](/companies/upbd/filings.md) · [Insiders](/companies/upbd/insiders.md)

Latest reported revenue: [$1.15bn](/filings/0001193125-26-438271.md) for Q3 FY2026, three months to 2026-09-30, from the 10-Q filed Oct 30, 2026 (XBRL us-gaap:Revenues, accession 0001193125-26-438271).

## Last eight quarters

| Line item | Unit | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) | Q3 FY2026 (2026-09-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,079 d](/filings/0000933036-26-000008.md) | [1,176](/filings/0001628280-26-029049.md) | [1,158](/filings/0001193125-26-326420.md) | [1,165](/filings/0001193125-26-438271.md) | [1,196 d](/filings/0000933036-26-000008.md) | [1,220](/filings/0001628280-26-029049.md) | [1,163](/filings/0001193125-26-326420.md) | [1,146](/filings/0001193125-26-438271.md) |
| Gross margin | % | [47.1% d](/filings/0000933036-26-000008.md) | [46.8%](/filings/0001628280-26-029049.md) | [49.4%](/filings/0001193125-26-326420.md) | [48.3%](/filings/0001193125-26-438271.md) | [49.0% d](/filings/0000933036-26-000008.md) | [48.1%](/filings/0001628280-26-029049.md) | [51.1%](/filings/0001193125-26-326420.md) | [50.6%](/filings/0001193125-26-438271.md) |
| Operating margin | % | [7.3% d](/filings/0000933036-26-000008.md) | [5.3%](/filings/0001628280-26-029049.md) | [4.4%](/filings/0001193125-26-326420.md) | [4.5%](/filings/0001193125-26-438271.md) | [4.8% d](/filings/0000933036-26-000008.md) | [6.3%](/filings/0001628280-26-029049.md) | [4.7%](/filings/0001193125-26-326420.md) | [6.2%](/filings/0001193125-26-438271.md) |
| Net margin | % | [2.9% d](/filings/0000933036-26-000008.md) | [2.1%](/filings/0001193125-26-438271.md) | [1.3%](/filings/0001193125-26-438271.md) | [1.1%](/filings/0001193125-26-438271.md) | [1.7% d](/filings/0000933036-26-000008.md) | [2.9%](/filings/0001193125-26-438271.md) | [1.9%](/filings/0001193125-26-438271.md) | [3.0%](/filings/0001193125-26-438271.md) |
| Diluted EPS | $ per share | not reported | [0.42](/filings/0001628280-26-029049.md) | [0.26](/filings/0001193125-26-326420.md) | [0.22](/filings/0001193125-26-438271.md) | not reported | [0.61](/filings/0001628280-26-029049.md) | [0.37](/filings/0001193125-26-326420.md) | [0.58](/filings/0001193125-26-438271.md) |
| Free cash flow | $m | [(74.0) d](/filings/0000933036-26-000008.md) | [137](/filings/0001628280-26-029049.md) | [7.8 d](/filings/0001193125-26-326420.md) | [69.4 d](/filings/0001193125-26-438271.md) | [24.0 d](/filings/0000933036-26-000008.md) | [155](/filings/0001628280-26-029049.md) | [108 d](/filings/0001193125-26-326420.md) | [147 d](/filings/0001193125-26-438271.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; Capital expenditure: us-gaap:PaymentsToAcquireProductiveAssets. Derived values: 12-month figure less the 9-month figure; 6-month figure less the 3-month figure; 9-month figure less the 6-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [4,583](/filings/0000933036-24-000048.md) | [4,245](/filings/0000933036-25-000042.md) | [3,992](/filings/0000933036-26-000008.md) | [4,321](/filings/0000933036-26-000008.md) | [4,695](/filings/0000933036-26-000008.md) |
| Gross margin | % | [48.8%](/filings/0000933036-24-000048.md) | [49.0%](/filings/0000933036-25-000042.md) | [50.7%](/filings/0000933036-26-000008.md) | [48.1%](/filings/0000933036-26-000008.md) | [48.4%](/filings/0000933036-26-000008.md) |
| Operating margin | % | [6.1%](/filings/0000933036-24-000048.md) | [3.5%](/filings/0000933036-25-000042.md) | [4.1%](/filings/0000933036-26-000008.md) | [6.7%](/filings/0000933036-26-000008.md) | [4.8%](/filings/0000933036-26-000008.md) |
| Net margin | % | [2.9%](/filings/0000933036-24-000048.md) | [0.3%](/filings/0000933036-25-000042.md) | [(0.1%)](/filings/0000933036-26-000008.md) | [2.9%](/filings/0000933036-26-000008.md) | [1.6%](/filings/0000933036-26-000008.md) |
| Diluted EPS | $ per share | [2.02](/filings/0000933036-24-000048.md) | [0.21](/filings/0000933036-25-000042.md) | [(0.09)](/filings/0000933036-26-000008.md) | [2.21](/filings/0000933036-26-000008.md) | [1.25](/filings/0000933036-26-000008.md) |
| Free cash flow | $m | [330](/filings/0000933036-24-000048.md) | [407](/filings/0000933036-25-000042.md) | [147](/filings/0000933036-26-000008.md) | [48.4](/filings/0000933036-26-000008.md) | [239](/filings/0000933036-26-000008.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/upbd/insiders.md)

| Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing |
| --- | --- | --- | --- | ---: | ---: | ---: | --- |
| 2026-10-27 | [Brown Jeffrey J](/insiders/1245377.md) | Director | Purchase (P) | 2,217 | $17.01 | $37.7k | [Form 4](/filings/0001193125-26-437864.md) |
| 2026-10-27 | [Brown Jeffrey J](/insiders/1245377.md) | Director | Purchase (P) | 547 | $17.01 | $9.3k | [Form 4](/filings/0001193125-26-437864.md) |

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $194.2m | 9,152,511 |  | Added +944,446 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $89.9m | 4,234,326 |  | Added +295,184 |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $70.3m | 3,312,579 |  | Reduced −2,095,235 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $58.2m | 2,744,730 |  | Added +349,960 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $53.3m | 2,468,483 |  | Added +171,994 |
| [GOLDMAN SACHS GROUP INC](/funds/886982.md) | 2026-06-30 | $51.1m | 2,407,712 |  | Added +1,030,740 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $49.4m | 2,327,538 |  | Added +51,870 |
| [IEQ CAPITAL, LLC](/funds/1779789.md) | 2026-06-30 | $37.6m | 1,770,257 |  | Reduced −2,133,429 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $31.2m | 1,468,034 |  | Added +113,050 |
| [Bragg Financial Advisors, Inc](/funds/1327055.md) | 2026-06-30 | $25.2m | 1,189,215 |  | Added +66,277 |

## Recent filings

[All 1,354 filings](/companies/upbd/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-30 | 17:58 ET | [10-Q](/filings/0001193125-26-438271.md) | Quarterly report, period 2026-09-30 | 0001193125-26-438271 |
| 2026-10-29 | 08:00 ET | [8-K](/filings/0001193125-26-437037.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-437037 |
| 2026-09-22 | 08:44 ET | [8-K](/filings/0001104659-26-109492.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001104659-26-109492 |
| 2026-07-31 | 18:01 ET | [10-Q](/filings/0001193125-26-326420.md) | Quarterly report, period 2026-06-30 | 0001193125-26-326420 |
| 2026-07-30 | 07:28 ET | [8-K](/filings/0001193125-26-324902.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-26-324902 |
| 2026-07-22 | 17:42 ET | [8-K](/filings/0001193125-26-310605.md) | 8.01 Other events | 0001193125-26-310605 |
| 2026-06-03 | 06:01 ET | [8-K](/filings/0001104659-26-069652.md) | 5.02 Departure or appointment of officers or directors; 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001104659-26-069652 |
| 2026-05-19 | 08:00 ET | [8-K](/filings/0001104659-26-063514.md) | 5.02 Departure or appointment of officers or directors | 0001104659-26-063514 |
| 2026-05-01 | 18:08 ET | [10-Q](/filings/0001628280-26-029049.md) | Quarterly report, period 2026-03-31 | 0001628280-26-029049 |
| 2026-04-30 | 07:18 ET | [8-K](/filings/0001628280-26-028583.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001628280-26-028583 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0000933036-26-000008.md), filed Feb 23, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, has been scored from the reported figures. [See the target](/leagues/2026q3/targets/1bd9e4c3-e1d5-4e41-be74-2905e33dfa41)

## About the filer

- CIK: 933036
- Tickers: UPBD
- Exchange: Nasdaq
- SIC code: 7359 Services-Equipment Rental & Leasing, NEC
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 31, 2026, 16:23 ET. No prices; not investment advice.