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FIGURE TECHNOLOGY SOLUTIONS $FIGR Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $225.6M (Est. $208M) 🟢; +113% YoY
🔹 EPS: $0.35 (Est. $0.24) 🟢; +338% YoY
🔹 Net Income: $87.4M (Est. $56.2M) 🟢; +192% YoY
🔹 Adj. EBITDA: $119.4M (Est. $110M) 🟢; +126% YoY
Q3 Guide:
🔹 Consumer Loan Marketplace Volume: $4.8B-$5.2B
Other Q2 Metrics:
🔹 Figure Connect Volume: $2.8B; +262% YoY
🔹 Consumer Loan Marketplace Volume: $4.3B; +132% YoY
🔹 Adjusted EBITDA Margin: 54.6%; +7.4 p.p. YoY
🔹 Operating Income: $77.7M (Est. $78.2M)
Comments:
🔸 “weekly applications now surpassing $1 billion as of July and the pending completion of our Kiavi acquisition”
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Figure robots now have visitor passes!
They have full access to every door on campus. Soon there will be hundreds of them walking around campus, just coming and going
Figure CEO Brett Adcock said the company’s third-generation humanoid is now inside a BMW factory performing real human tasks.
Figure AI humanoids completed a logistics challenge running continuously for 200 hours without a single failure
The future is starting to feel very real
Figure humanoid robots
Figure launched yesterday aiming to hit 8 hours of autonomous work
We’ve now crossed 30 hours of continuous operations with no downtime 🔥🔥🔥
We also welcomed Rose to the team - helping push us past 38,000 packages processed
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Figure’s PRIME is one of the strongest private credit instruments on-chain.
It combines institutional-grade origination, over-collateralized HELOC exposure, and a proven securitization track record.
But even high-quality assets carry risk. Vault design needs to account for it.
Read more:
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Figure just live-streamed 8 hours of fully autonomous, unsupervised work
We just huddled internally - and guess what? We’re not stopping here
24/7 LIVESTREAM
