MediaAlpha, Inc. — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
MediaAlpha reported Q2 2026 revenue of $316.9M (up 26% YoY), net income of $41.8M vs. loss of $22.5M in Q2 2025, and Adjusted EBITDA of $29.3M. The company repurchased 5.4M shares ($88M total in H1 2026, including $20M in Q2) and paid down $31M of its $69M TRA liability. Q3 2026 guidance: $330–$355M revenue (12% midpoint growth). Contribution margin compressed to 14.9% from 15.8% YoY; Health segment collapsed from $18.1M to $2.7M revenue.
Why this rating
Strong revenue growth and return to profitability offset by margin compression and Health collapse; 12% of market cap deployed on buyback/TRA; growth moderating in Q3 guidance.
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