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Enova International Revenue Jumps 17% to $875M in Q1 2026

Enova International (NYSE: ENVA), a consumer and small business lending company, reported revenue of $875.1 million for the quarter ended March 31, 2026, up from $745.5 million in the same period a year earlier. Net income climbed 25% to $91.1 million.

Enova International (NYSE: ENVA), a consumer and small business lending company, posted revenue of $875.1 million for the quarter ended March 31, 2026, a 17% increase from $745.5 million in the first quarter of 2025. Net income rose to $91.1 million from $72.9 million a year earlier, a gain of 25%. Read more earnings reports.

Diluted earnings per share reached $3.46, up from $2.69 in the prior-year quarter. The company reported 26.3 million weighted average diluted shares outstanding for the quarter, down from 27.1 million a year ago.

Operating income for the quarter totaled $207.1 million, compared with $171.9 million in the first quarter of 2025. Gross profit expanded to $529.0 million from $426.2 million, while operating expenses increased to $321.9 million from $254.3 million.

Interest expense climbed to $94.0 million from $80.5 million in the year-ago period. The company recorded income tax expense of $21.8 million, up from $18.1 million a year earlier.

Balance Sheet and Cash Position

Total assets stood at $6.88 billion as of March 31, 2026, up from $5.46 billion a year earlier and $6.47 billion at year-end 2025. Cash and cash equivalents increased to $96.1 million from $55.5 million at the end of the first quarter of 2025.

Long-term debt rose to $4.83 billion from $3.76 billion a year earlier. Total liabilities reached $5.48 billion as of March 31, 2026, compared with $4.26 billion in the prior-year period.

Stockholders' equity grew to $1.40 billion from $1.20 billion a year earlier. Retained earnings totaled $2.10 billion, up from $1.77 billion at the end of the first quarter of 2025. Treasury stock increased to $1.07 billion from $900.9 million.

Cash Flow Activity

Cash from operations totaled $474.5 million for the quarter, compared with $391.1 million in the same period last year. Cash used in investing activities was $753.4 million, versus $509.6 million a year earlier.

Cash from financing activities amounted to $292.1 million, up from $107.3 million in the first quarter of 2025. The company reported depreciation and amortization of $8.9 million, down from $10.1 million a year ago.

Key Financials

Metric ($ millions except per share)Q1 2026Q1 2025Change
Total Revenue$875.1$745.5+17%
Gross Profit$529.0$426.2+24%
Operating Income$207.1$171.9+20%
Net Income$91.1$72.9+25%
Diluted EPS$3.46$2.69+29%
Total Assets$6,877.3$5,457.3+26%
Long-Term Debt$4,832.5$3,757.4+29%
Cash from Operations$474.5$391.1+21%

Common shares outstanding totaled 24.9 million as of March 31, 2026, down from 25.6 million a year earlier. The company had 47.9 million common shares issued as of the end of the quarter.