Pattern Group Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Pattern Group delivered Q3 2026 revenues of $886 million (38% YoY growth), net income of $32 million, and NRR of 127% (up from 122% prior year). The company raised full-year 2026 revenue guidance to $3.50–$3.52 billion (40–41% growth) and adjusted EBITDA guidance to $219–$220 million (44% growth). TTM free cash flow reached $106 million (up 50% YoY); non-Amazon revenue was $88 million (up 86% YoY); international revenue was $106 million (up 56% YoY).
Why this rating
Strong earnings beat with raised guidance materially above prior outlook; 38% revenue growth and improving NRR signal durable momentum. $106M annual FCF is ~19% of market cap; NRR >125% indicates pricing power and retention. Results are significant relative to company scale but not transformational.
Price action (we called it positive)
before filing · preread $17.68 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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