A.k.a. Brands Holding Corp. (AKA) · Nov 4, 2026 · Earnings

A.K.A. Brands earnings miss slightly as EBITDA guidance slips

Miss — EPS -$0.70 vs ~$0.66 loss consensus; revenue $161.3M vs ~$161.5M

A.K.A. Brands’ earnings show stronger sales and margins, but a slight Q3 miss and lower full-year EBITDA guidance temper the turnaround.

a.k.a. Brands is in the middle of a turnaround: it is trying to convert its online fashion portfolio—especially Princess Polly and Culture Kings—into a more profitable omnichannel platform through faster merchandising, U.S. retail expansion, and better sourcing. Its prior quarter had already established the basic recovery pattern: modest sales performance but improving margins and adjusted EBITDA, with full-year 2026 guidance set at $625–$635 million of sales and $30–$32 million of adjusted EBITDA.

The quarter was operationally healthy but missed the narrow earnings bar. Revenue rose 9.7% year over year to $161.3 million, essentially matching the published consensus of about $161.5 million, while diluted EPS of -$0.70 was slightly worse than the roughly -$0.66 consensus. The underlying business looked better than the GAAP loss suggests: orders increased 12.8%, gross margin expanded to 60.1%, and adjusted EBITDA rose 16.6% to $8.2 million. 〔0〕

Metric	Q3 2026	Q3 2025	Consensus / prior guide
Net sales (Financial Highlights)	$161.3M (+9.7%)	$147.1M	~$161.5M consensus
Diluted EPS (Income Statement)	$(0.70)	$(0.46)	~$(0.66) consensus
Gross margin (Key Financial Metrics)	60.1%	59.1%	60.0% midpoint of Q3 guide implied by EBITDA context
Adjusted EBITDA (Key Financial Metrics)	$8.2M (+16.6%)	$7.0M	$8.0M–$8.5M prior guide
FY net sales outlook (Outlook)	$626M–$632M	—	$625M–$635M prior guide
FY adjusted EBITDA outlook (Outlook)	$29M–$30M	—	$30M–$32M prior guide

The important change is the lower full-year profit outlook, not the small quarterly miss. Management kept the sales outlook broadly intact but cut the adjusted EBITDA range by $1–$2 million and lowered the midpoint by roughly 5%. That says the growth strategy is working, but the company is not converting that growth into as much full-year profit as previously expected. The Q3 selling-expense ratio rose to 32.4%, partly because of $5.3 million in distribution-center relocation costs, so some pressure is temporary; however, the guidance cut still weakens the near-term profitability case.

The business trajectory is improving, but the turnaround remains execution-dependent. U.S. sales grew 14%, international rest-of-world sales rose 79%, and adjusted EBITDA margin improved to 5.1% from 4.8%. Cash from operations also increased to $16.2 million for the first nine months, while total debt declined year over year. Those are real signs that the sourcing reset, Culture Kings’ full-price model, and the broader omnichannel buildout are gaining traction, but the lower FY EBITDA target shows the earnings recovery is not yet fully secured.

Bottom line: This is a modest earnings miss wrapped in solid operating progress, but the reduced full-year EBITDA outlook makes the overall update slightly worse than expected. The sales turnaround is advancing; the profit conversion is still short of the prior plan.

What to watch next

Q4 2026 results, early 2027

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

58% bullish

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A.K.A. Brands earnings miss slightly as EBITDA guidance slips

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