PROG (PRG) Reports Earnings Tomorrow: What To Expect

PROG (PRG) Reports Earnings Tomorrow: What To Expect

Kayode Omotosho

Tue, February 17, 2026 at 12:03 PM GMT+9 2 min read

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PRG

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Financial technology company PROG Holdings (NYSE:PRG) will be announcing earnings results this Wednesday before market hours. Here’s what you need to know.

PROG beat analysts’ revenue expectations by 1.5% last quarter, reporting revenues of $595.1 million, down 1.8% year on year. It was a strong quarter for the company, with a beat of analysts’ EPS estimates and .

Is PROG a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting PROG’s revenue to decline 6.3% year on year to $584.3 million, a reversal from the 8% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.61 per share.

PROG Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. PROG has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 1.8% on average.

Looking at PROG’s peers in the specialty finance segment, some have already reported their Q4 results, giving us a hint as to what we can expect. HA Sustainable Infrastructure Capital delivered year-on-year revenue growth of 12.2%, beating analysts’ expectations by 33.3%, and Capital Southwest reported revenues up 18.2%, topping estimates by 5.3%. HA Sustainable Infrastructure Capital traded up 10.8% following the results while Capital Southwest’s stock price was unchanged.

Read our full analysis of HA Sustainable Infrastructure Capital’s results here and Capital Southwest’s results here.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the specialty finance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 6.1% on average over the last month. PROG is up 4.1% during the same time and is heading into earnings with an average analyst price target of $41 (compared to the current share price of $33.37).

Today’s young investors likely haven’t read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.

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