Repay Holdings Corp — Form 8-K
Filed August 10, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
REPAY Holdings (market cap ~$399.7B) completed the KUBRA acquisition on June 1, 2026 for ~$348M (net of cash acquired). Q2 2026 revenue reached $100.7M (+33% YoY, +6% organic); KUBRA contributed ~$21M in June alone. Adjusted EBITDA grew to $36.3M (+14% YoY); Free Cash Flow was $27.4M (75% conversion). Full-year 2026 outlook reaffirmed: $490–500M revenue, $168.5–176M Adjusted EBITDA, 30% FCF conversion. Company expects $5–8M in 2026E run-rate synergies (realized ~$4.5M in Q2) and targets net leverage below 3.0x within 18 months of KUBRA closing.
Why this rating
KUBRA deal adds ~$150–154M annual revenue (~30% of guidance) but is routine M&A integration. Company size ~$400B makes event immaterial; organic growth flat at 6% (excl. political media 4%) signals core business softness. Synergies modest; integration risk present.
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