CPI Card Group Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
CPI Card Group reported Q3 2026 revenue of $158.4M (+15% YoY), net income of $5.0M (+117%), and Adjusted EBITDA of $27.5M (+17%). The company raised full-year 2026 guidance for revenue growth to low-double-digit (from high-single to low-double-digit) and Free Cash Flow to $50–$55M (from $45–$50M). Year-to-date Free Cash Flow reached a company record of $46.1M; Net Leverage Ratio improved to 2.6x (from 3.6x YoY). Strategic wins include >30 new Arroweye customers post-acquisition (May 2025), TRISM performing on-track (acquired June 2026), and a 20% minority stake in Karta (Australia fintech).
Why this rating
Guidance raise on $149M market-cap company is material; revenue $158M is >100% of market value; record FCF & deleveraging are meaningful. Ordinary growth, not transformational.
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