Every 8-K that Paymentus Holdings Inc (PAY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow PAY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PAY filings page.
Paymentus Holdings, Inc. filed Amendment No. 1 to reclassify its August 3, 2026 report as Item 2.02 Results of Operations and Financial Condition instead of Item 2.01; the underlying second quarter 2026 financial information is unchanged.
For the quarter ended June 30, 2026, revenue was $360.7 million, up 28.8% year-over-year, driven by more billers and transactions. Gross profit reached $94.3 million, and contribution profit was $118.1 million, up 26.3% year-over-year. Net income was $25.6 million versus $14.7 million a year earlier, with diluted GAAP EPS of $0.20 versus $0.11. Non-GAAP net income was $32.4 million, with diluted non-GAAP EPS of $0.25.
Adjusted EBITDA was $48.8 million, up 54.0% year-over-year, reflecting a 41.3% adjusted EBITDA margin. Paymentus processed 213.4 million transactions, an increase of 21.4% year-over-year. Guidance for third quarter 2026 calls for revenue of $353–$363 million, contribution profit of $112–$115 million, and adjusted EBITDA of $40–$45 million, with full-year 2026 guidance of revenue $1,443–$1,458 million, contribution profit $460–$465 million, and adjusted EBITDA $175–$185 million.
Paymentus Holdings, Inc. reported strong results for the quarter ended June 30, 2026. Revenue was $360.7 million, up 28.8% year-over-year, driven by more billers and transactions. Gross profit reached $94.3 million, while contribution profit was $118.1 million, both growing more than 26% year-over-year. Net income rose to $25.6 million from $14.7 million, with diluted GAAP EPS of $0.20 versus $0.11 a year earlier. Non-GAAP net income was $32.4 million, with diluted non-GAAP EPS of $0.25 versus $0.15.
Adjusted EBITDA was $48.8 million, a 54.0% year-over-year increase, and the company reported a record 41.3% adjusted EBITDA margin. Paymentus processed 213.4 million transactions in the quarter, up 21.4%. For the first half of 2026, net cash provided by operating activities was $79.3 million, generating free cash flow of $59.9 million. Cash and cash equivalents totaled $377.7 million plus $2.0 million of restricted cash as of June 30, 2026. Guidance for 2026 includes Q3 revenue of $353–$363 million and full-year revenue of $1,443–$1,458 million, with contribution profit and adjusted EBITDA expected within specified ranges.
Paymentus Holdings, Inc. has decided to hold future stockholder advisory votes on executive compensation (say-on-pay votes) on an annual basis. This follows a stockholder advisory vote at the 2026 Annual Meeting on June 5, 2026 regarding the preferred frequency of such votes.
In that vote, the one-year option received 659,717,563 votes, the two-year option received 5,003 votes, and the three-year option received 844,276 votes, with 16,815 abstentions and 8,121,639 broker non-votes. The board’s determination aligns with its prior recommendation, and the next advisory vote on frequency is required no later than the 2032 Annual Meeting of Stockholders.
Paymentus Holdings, Inc. reported that director Adam Malinowski, originally nominated by Accel‑KKR (AKKR), notified the Board on July 22, 2026 of his intention to resign, effective July 23, 2026. The company states his resignation is not due to any disagreement regarding operations, policies or practices.
On July 23, 2026 the Board elected Gregory Williams to fill the vacancy as a Class II director with a term expiring at the 2029 Annual Meeting of Stockholders and determined he meets New York Stock Exchange independence requirements. Williams, a Managing Director at AKKR since July 2009, was appointed under director nomination rights in a May 24, 2021 Stockholders Agreement. Consistent with existing practice for AKKR‑nominated directors, he is not expected to receive cash retainers or equity awards and will enter into the company’s standard Director and Officer Indemnification Agreement. He is not involved in any related party transaction and is not expected to serve on Board committees.
Paymentus Holdings, Inc. reported the results of its 2026 annual stockholder meeting. Stockholders elected three Class II directors to serve until the 2029 annual meeting, ratified PricewaterhouseCoopers LLP as auditor for the fiscal year ending December 31, 2026, and approved executive compensation on an advisory basis.
They also chose an annual “say-on-pay” advisory vote frequency. As of the record date, there were 62,936,502 Class A shares and 62,852,835 Class B shares outstanding, and votes representing approximately 97% of the combined voting power were present or represented by proxy.
Paymentus Holdings, Inc. reported strong first quarter 2026 results, with revenue of $358.4 million, up 30.2% year-over-year, driven mainly by more billers and higher transaction volumes. Gross profit rose to $86.2 million and adjusted gross profit reached $92.4 million.
Net income increased to $20.9 million, or $0.16 diluted GAAP EPS, while non-GAAP net income was $26.9 million, or $0.21 diluted non-GAAP EPS. Adjusted EBITDA grew 41.5% to $42.4 million, reflecting a record 38.7% adjusted EBITDA margin. The company processed 203.4 million transactions, up 17.4% year-over-year, and issued guidance for continued revenue and profitability growth in 2026.
Paymentus Holdings, Inc. reported that its Board approved a new equity award for President and CEO Dushyant Sharma under the 2021 Equity Incentive Plan. On April 7, 2026, Sharma received 480,000 time-based restricted stock units (RSUs), each representing one share of Class A common stock upon vesting.
One fifth of the RSUs will vest on the one-year anniversary of the grant date, with the remainder vesting in equal quarterly installments beginning on August 15, 2027 and ending on May 15, 2031, so long as Sharma continues to serve the company. The grant terms follow the form RSU agreement previously filed as an exhibit.
Paymentus Holdings, Inc. reported that its General Counsel and Corporate Secretary, Andrew Gerber, has notified the company he will be leaving to take a position at a company outside Paymentus’ industry. The company stated that his departure is not related to any disagreement with Paymentus. Mr. Gerber’s last day with the company and its affiliates will be April 6, 2026.
Paymentus Holdings, Inc. approved a new 2026 executive incentive compensation program and granted additional equity awards to key leaders. For 2026, base salaries for the named executives increase by 3% over 2025 levels, with target bonuses ranging from 61.5% to 192.9% of base salary. Bonus payouts are tied equally to five components: gross revenue, non-GAAP contribution profit, Adjusted EBITDA, Adjusted EBITDA less capitalized software, and individual performance, with minimum performance thresholds required before any cash bonuses are paid.
The board also granted new time-based RSUs under the 2021 Equity Incentive Plan. Sanjay Kalra and Jerry Portocalis each receive 139,644 RSUs, and Andrew Gerber receives 23,274 RSUs, each unit representing one share of Class A common stock. One-fifth vests on the first anniversary of the March 9, 2026 grant date, with the remainder vesting quarterly starting August 15, 2027, contingent on continued service. The board and compensation committee retain broad discretion to amend or cancel the program and determine bonus payouts.
Paymentus Holdings, Inc. reported strong growth for the fourth quarter and full year 2025. Fourth quarter revenue reached $330.5 million, up 28.1% year-over-year, with contribution profit up 24.0% and adjusted EBITDA up 46.3% to $39.9 million, reflecting a 37.3% adjusted EBITDA margin.
For full year 2025, revenue was $1,196.5 million, an increase of 37.3%. Net income rose to $66.9 million with diluted GAAP EPS of $0.52, while non-GAAP net income was $84.9 million and diluted non-GAAP EPS was $0.66. Adjusted EBITDA grew to $137.4 million, a 35.6% margin.
The company processed 192.7 million transactions in the fourth quarter and 724.0 million for the year, increases of 16.1% and 21.3% respectively. Guidance for 2026 targets revenue of $1,390 million to $1,410 million, contribution profit of $442 million to $452 million, and adjusted EBITDA of $157 million to $167 million.
Paymentus Holdings, Inc. (PAY) furnished a Form 8-K announcing it issued a press release with financial results for the three and nine months ended September 30, 2025. The press release is provided as Exhibit 99.1.
The information under Item 2.02, including Exhibit 99.1, is being furnished and not deemed filed under the Exchange Act, and will not be incorporated by reference into Securities Act or Exchange Act filings. The company’s Class A common stock trades on the NYSE under the symbol PAY.