MediaAlpha Announces Third Quarter 2026 Financial Results
MediaAlpha delivered an all-time record Q3 with revenue of $375.9 million, up 22.7% year-over-year, and net income of $29.4 million, up 66.4%. Adjusted EBITDA hit a record $39.5 million (+35.8%) with contribution of $57.4 million (+25.8%); management attributed strength to carriers competing aggressively in home and auto insurance. Q4 guidance calls for revenue of $355-$375 million (+25% YoY at midpoint) and full-year free cash flow of $90-$100 million, with management expecting double-digit growth into 2027.
Key figures
- Eps
- 0.46
- Revenue
- $375.9 million
- Guidance
- Q4 2026 revenue $355M-$375M (+25% YoY at midpoint); Contribution $54.0M-$57.0M (+18%); Adjusted EBITDA $36.0M-$39.0M (+22%); FY free cash flow $90M-$100M
- Revenue Yoy
- 22.7%
- Net income
- $29.4 million
- Q3 buybacks
- $9 million
- Contribution
- $57.4 million
- Fcf guidance
- $90 million - $100 million
- Gross margin
- 14.7%
- Gross profit
- $55.3 million
- Adjusted ebitda
- $39.5 million
- Buyback completed
- $82 million of $100 million authorization
- Diluted eps class a
- 0.46
- Tra liability repurchase
- book value $23 million repurchased for $12 million
AI analysis
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