PROG Holdings (PRG) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.06
- Estimate
- $1.09
- Surprise
- -3.0%
- Revenue (period 2026-09-30)
- $144.1M
- Score at report (before → after)
- 6.9 → 6.9/10
Revenue source: xbrl.
How the report landed
PROG Holdings (PRG) missed the $1.09 estimate with adjusted EPS of $1.06 — a clear 3.0% shortfall. TrendMatrix's engine moved from Sell (6.9/10) to Buy (Wait) at 6.9/10 after the report.
Coverage in the report window
- PROG Holdings Lowers Full-Year 2026 Guidance — fiscal.ai, 2026-10-28
Where TrendMatrix's rating stands now
TrendMatrix currently rates PRG Buy (Wait) at 7.2/10.
3 of the last 4 quarters beat the estimate; this quarter's -3.0% surprise compares with a +25.8% four-quarter average. Next scheduled report: 2027-02-24.
What supports the rating
- Strong earnings beat streak (3/4)
- Earnings estimates trending UP
What argues against it
- Concentration risk — Product: Progressive Leasing segment (96.0%)
- Concentration risk — Customer: top ten POS partners (77.0%)
- Sector modifier (Industrials): -0.7
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $33.48
- Entry target
- $31.92
- Price target
- $42.63
- Stop
- $29.69
- Upside to target
- +27.3%
- Reward-to-risk
- 1.8:1
The stock trades at 10.4× trailing but 6.0× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-30 — shown for context, not personalized investment advice.
PRG at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Rental & Leasing Services
- Market cap
- $1.31B
- P/E (fwd)
- 6.0
- P/E (ttm)
- 10.4
- 52-week range
- $25.18–$47.73
- Off 52-week high
- 29.9%
- RSI (14)
- 65
- Volume vs avg
- 1.43×
- Score today
- 7.2/10