Riskified's earnings report exceeds expectations, with both revenue and profit surpassing targets

LootboxPhobia · 2026-03-04T21:29:50+00:00

Riskified Ltd. announced that its Q4 results exceeded expectations, with an adjusted EPS of $0.12 and revenue of $99.33 million. Net profit was $5.76 million, achieving GAAP profitability. The company expects FY2026 revenue to be between $372 million and $384 million, and plans to repurchase an additional $75 million worth of shares.

LootboxPhobia

2026-03-04 21:29:50

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New York - Wednesday, Riskified Ltd. (NYSE: RSKD) announced its Q4 earnings exceeded analyst expectations, with adjusted earnings per share of $0.12, up $0.02 from the market consensus of $0.10. Revenue reached $99.33 million, surpassing the estimated $97.15 million and up 6% from $93.53 million in the same period last year.

Following the announcement, the company’s stock rose 1.27% in pre-market trading.

This e-commerce fraud prevention company achieved GAAP profitability for the first time in Q4, with net income of $5.76 million, compared to a loss of $4.08 million in the same quarter last year. Adjusted EBITDA surged to $17.72 million, with an 18% profit margin, up from $11.20 million and a 12% margin last year.

Total merchandise transactions processed through the platform increased 18% year-over-year to $46.69 billion.

For fiscal year 2026, Riskified provided revenue guidance of $372 million to $384 million. The midpoint of $378 million is slightly above the analyst consensus of $374.7 million.

The company expects adjusted EBITDA to be between $26 million and $34 million, with a median profit margin of 8%, including approximately 400 basis points of foreign exchange headwinds.

Co-founder and CEO Eido Gal stated, “We closed the year with strong quarterly results and are starting 2026 on a good note. As fraud tactics become more sophisticated, Riskified’s role in the global e-commerce ecosystem becomes even more important.”

The company also expanded its adjusted EBITDA profit margin by about 300 basis points in 2025.

Riskified repurchased approximately 22 million shares during the year, costing $105.9 million.

The board approved an additional $75 million share repurchase program (subject to approval by Israeli regulators), bringing the remaining authorized amount to approximately $85.1 million.

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