Pattern Group Inc. — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Pattern Group announced Q2 2026 revenues of $877 million (47% YoY growth) with record NRR of 129% (up from 118%). Net income was $27 million (up 16% YoY), diluted EPS $0.15. The company raised FY2026 guidance to $3.42–3.46B revenues (37–38% growth) and $211–213M adjusted EBITDA (38–40% growth). International revenue reached $110 million (up 87%), and non-Amazon revenue hit $82 million (up 93%).
Why this rating
Strong top-line growth (47% YoY) and margin expansion (adjusted EBITDA +54%) relative to $550M market cap is material; NRR 129% signals customer retention strength. Represents ~1.6x annual revenue run-rate vs. market cap, meaningful for execution risk but stock price already near highs.
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