EVC earnings analysis
What we found in EVC's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
Entravision reported Q2 revenue of $227.901 million and diluted EPS of $0.19, up from $197 million and $0.13 in Q1 2026 and from $101 million and a $0.04 loss in Q2 2025. ATS was the primary driver, with revenue up 230% and operating profit of $40.029 million, while Media revenue declined 1% and produced a $3.280 million operating loss. The quarter also carried material financial risks from $157.7 million of variable-rate debt and a landlord claim seeking at least $31.5 million; no explicit quantitative guidance was provided.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Revenue accelerated sharply
- Revenue was $227.901 million, up from $197 million in Q1 2026 and $101 million in Q2 2025, representing sequential growth of approximately 15.7% and year-over-year growth of approximately 125.6%.
- EPS improved year over year
- Diluted EPS was $0.19, improving from $0.13 in Q1 2026 and a loss of $0.04 in Q2 2025.
- ATS drove growth and profits
- ATS revenue increased 230% year over year and generated $40.029 million of operating profit, making it the principal growth and profitability driver.
- Debt balance is clearly disclosed
- The company had $157.7 million of variable-rate bank debt outstanding under its Credit Facility as of June 30, 2026.
- Controls were effective
- A 100-basis-point change in SOFR would change annual interest expense and operating cash flow by $1.6 million based on the June 30, 2026 term-loan balance.
- Controls were effective
- Management concluded that disclosure controls and procedures were effective as of the end of the quarter, and reported no changes in internal control over financial reporting that materially affected or were reasonably likely to materially affect those controls.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Media segment weakened
- Media revenue declined 1% year over year and the segment generated a $3.280 million operating loss, indicating continued weakness outside ATS.
- Variable-rate debt exposure
- The company had $157.7 million of variable-rate bank debt outstanding; a hypothetical 100-basis-point increase in SOFR would increase annual interest expense by $1.6 million and reduce operating cash flow by the same amount.
- Material landlord litigation
- A former Santa Monica landlord is seeking at least $31.5 million in damages in litigation; the court has tentatively set a trial date in June 2027.
- Unhedged foreign-currency exposure
- The company expects a portion of future ATS revenue to be denominated in currencies other than the U.S. dollar, primarily the Euro, and has entered into no foreign-currency hedging contracts.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $0.19
- Segment
- ATS: revenue increased 230% year over year and operating profit was $40.029 million.
- Segment
- Media: revenue declined 1% year over year and operating loss was $3.280 million.
What they said about what is next.
The 10-Q provides no explicit quantitative revenue or EPS guidance and does not state that prior guidance was raised, maintained, lowered, or withdrawn. Outlook was deferred to the earnings release or call.
The filing reads better than the one before it.
What came before.
- 10-Q · May 5, 2026
- Entravision Communications Corporation (EVC) reported a robust Q1 2026 with net revenue of $197.0 million, showing a remarkable increase of 115% year-over-year, predominantly driven by a 204% surge in the Advertising…
- 10-K · March 5, 2026
- Entravision Communications Corp. reported a net loss attributable to common stockholders of $79.2 million for the year ending December 31, 2025, with total revenue at $447.6 million. The company's advertising technology…
- 10-Q · November 4, 2025
- Entravision Communications reported Q3 2025 results with a notable revenue growth of 24.1% year-over-year, reaching $120.6 million. Despite the revenue increase, the company faced a net loss of $9.7 million, reflecting…
- 10-Q · August 5, 2025
- Entravision Communications Corporation reported positive revenue growth in Q2 2025, achieving $100.7 million, a 21.8% increase from $82.7 million in Q2 2024. However, the company experienced a net loss with an EPS of…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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