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SEC filingMatch Group delivered solid top-line growth and significantly accelerated profitability in Q1 2026, driven by strong operating leverage across key brands and disciplined cost management — with gross margin holding at 75.6% and operating income rising 37.0% year-over-year.
Revenue for Q1 2026 totaled $863.9 million, an increase of 3.9% compared to $831.2 million in Q1 2025. This growth reflects continued execution against core monetization strategies, including Payer growth and pricing discipline across the portfolio. Gross profit increased 9.9% to $653.3 million, resulting in a gross margin of 75.6% — unchanged from prior-period calculations and consistent with the Company’s long-standing advantage in payment infrastructure and operational scale.
Net income increased 41.9% to $166.8 million, and diluted earnings per share rose 54.5% to $0.68. The outsized EPS growth reflects not only higher net income but also a lower weighted-average share count, consistent with ongoing share repurchase activity. Net cash provided by operating activities was $194.4 million, nearly flat versus $193.1 million in Q1 2025. Capital expenditures totaled $20.4 million, up from $15.4 million a year ago, reflecting continued investment in internal technology infrastructure. Free cash flow — defined as operating cash flow less capital expenditures — was $174.0 million.