LPROHIGH SIGNALFINANCIAL10-K

LPRO achieved dramatic operational turnaround with 288% revenue growth and 97% reduction in net losses, transforming from minimal gross profit to $71.7M.

The company executed a remarkable financial transformation, moving from near-zero gross margins to highly profitable operations while simultaneously reducing debt by 39%. However, the shift from positive to negative operating cash flow despite improved profitability suggests potential working capital challenges or timing differences that warrant close monitoring.

Comparing 2026-03-12 vs 2025-03-31View on EDGAR →
FINANCIAL ANALYSIS

LPRO demonstrated exceptional financial recovery with revenue surging 288% to $93.2M and gross profit exploding from $169K to $71.7M, while net losses dramatically decreased 97% from -$135M to -$4.2M. The company strengthened its balance sheet by reducing total debt 39% to $84.8M, though operating cash flow turned negative at -$3.2M compared to prior positive $17.6M. Despite increased R&D spending and interest expenses, the overall financial picture signals a successful operational turnaround with LPRO moving toward profitability after leveraging its 25+ years of proprietary automotive lending data.

FINANCIAL STATEMENT CHANGES
Gross Profit
P&L
+42303.6%
$169K$71.7M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Revenue
P&L
+288%
$24.0M$93.2M

Strong top-line growth of 288% — accelerating demand or successful expansion into new markets.

Operating Cash Flow
Cash Flow
-118.1%
$17.6M-$3.2M

Operating cash flow fell 118.1% — earnings quality concerns; investigate working capital changes and non-cash items.

Net Income
P&L
+96.9%
-$135.0M-$4.2M

Net income grew 96.9% — bottom-line growth signals improving overall business health.

R&D Expense
P&L
+96.7%
$4.5M$8.8M

R&D investment increased 96.7% — signals commitment to future product development, though near-term margin impact.

Operating Income
P&L
+92.3%
-$65.4M-$5.0M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Interest Expense
P&L
+82.8%
$5.8M$10.7M

Interest expense surged 82.8% — significant debt increase or rising rates materially impacting earnings.

Capital Expenditure
Cash Flow
-66.1%
$165K$56K

Capex reduced 66.1% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Total Debt
Balance Sheet
-39.3%
$139.7M$84.8M

Debt reduced 39.3% — deleveraging strengthens balance sheet and reduces financial risk.

Accounts Receivable
Balance Sheet
-27.7%
$5.1M$3.7M

Receivables declined — improved collection efficiency or conservative revenue recognition.

LANGUAGE CHANGES
NEW — 2026-03-12
PRIOR — 2025-03-31
ADDED
As of March 6, 2026, the registrant had 117,676,162 outstanding shares of common stock, $0.01 par value per share, outstanding.
You should not place undue reliance on any forward-looking statements, which are not guarantees of future results.
Unless the context otherwise requires, we, us, our, Open Lending, and the Company refer to Open Lending Corporation and its subsidiaries.
Since our inception in 2000, we have facilitated over one million automotive loans through LPP, representing over $27.9 billion in originations, and we have accumulated approximately 25 years of proprietary data and developed over two million unique risk profiles.
Lenders Protection Platform LPP is a cloud-based automotive lending enablement platform.
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REMOVED
As of March 25, 2025, the registrant had 119,782,899 outstanding shares of common stock, $0.01 par value per share, outstanding.
administration; and applicable taxes, inflation, tariffs, supply chain disruptions, including global hostilities and responses thereto, interest rates and the regulatory environment.
You should not rely upon forward-looking statements as predictions of future events.
You should not place undue reliance on these forward-looking statements in deciding whether to invest in our securities.
As a result of a number of known and unknown risks and uncertainties, our actual results or performance may be materially different from those expressed or implied by these forward-looking statements.
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