Ridgepost Capital, Inc (RPC) Q2 2026 Earnings Call Transcript
Ridgepost Capital, Inc (RPC) Q2 2026 Earnings Call Transcript

Ridgepost Capital, Inc. operates as a multi-asset class private market solutions provider in the alternative asset management industry in the United States, ...
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$0.15 per share
Est. EPS $0.26 · Revenue $97.35M · 3 analysts
Est. EPS $0.29 · Revenue $103.20M · 3 analysts
Est. EPS $1.01 · Revenue $349.25M · 3 analysts
$0.15 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $297.3M | +0.3% | +7.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $19.5M | +4.3% | -14.1% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +51.7% | +8.6% | +0.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +22.0% | +7.8% | +18.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +6.6% | +4.0% | -20.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $18.1M | -81.3% | +43.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +6.1% | -81.3% | +33.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 114.7% | +16.9% | +22.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.27x | -20.2% | -92.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $928.3M | +6.8% | +26.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.18 vs 0.90 | -80.0% | 0.06 vs 0.23 | -73.6% |
| Revenue Surprise | $297.3M vs $296.7M | +0.2% | $80.9M vs $80.8M | +0.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 22, 2026 | RJDT Holdings, L.P. | 10 percent owner | Class A Common Stock, par value $0.001 per share | — | 0 | — |
| Jun 22, 2026 | RJDT Holdings, L.P. | 10 percent owner | Class A Units | — | 10,262,278 | — |
| Jun 18, 2026 | Glassman Jennifer T | director | Class A Common Stock | A | 24,540 | — |
| Jun 18, 2026 | Benford Tracey | director | Class A Common Stock | A | 30,675 | — |
| Jun 18, 2026 | Stewart Robert B Jr | director | Class A Common Stock | A | 22,699 | — |
Operator: Thank you. Good morning and welcome to Ridgepost Capital's Second Quarter 2026 Earnings Conference Call. My name is Lateef, and I will be coordinating your call today. [Operator Instructions] As a reminder, today's conference call is being recorded. I will now pass the call to your host, Brian McKenna, Vice President, Investor Relations. Brian, please go ahead. Brian McKenna: Thank you, operator, and thank you all for joining our call this morning. With us today, we have Luke Sarsfield, Chairman and Chief Executive Officer, and Amanda Coussens, EVP, Chief Financial Officer. After our prepared remarks, Arjay Jensen, EVP, Head of M&A and Strategy, and Sarita Jairath, EVP, Global Head of Client Solutions, will be available for the Q&A session. Before we begin, I'd like to remind everyone that this conference call, as well as the presentation slides, may include forward-looking statements within the meaning of the federal securities laws, including the Private Securities Litigation Reform Act of 1995. Forward-looking statements reflect management's current plans, estimates, and expectations and are inherently uncertain. Actual results for future periods may differ materially from those expressed or implied by forward-looking statements due to a number of risks and uncertainties that are described in greater detail in our earnings release and in our periodic reports filed from time to time with the SEC. The forward-looking statements included are made only as of the date hereof. We undertake no obligation to update or revise any forward-looking statements as a result of new information or future events, except as otherwise required by law. Please note that during this call, we'll reference certain non-GAAP measures that we believe can be useful in evaluating the company's performance. A reconciliation of these measures to the most directly comparable GAAP measures is available in the presentation slides posted on our website and in our filings with the SEC. In addition, we'll provide certain historical performance metrics for our funds, and further details can be found in the presentation slides. Of course, past performance does not guarantee future results. Before I turn it over to Luke, I want to spend a minute sharing my perspective on why I'm so excited to be at Ridgepost Capital. I spent 12-plus years in sell-side equity research covering financials, specifically the alternative asset managers and BDCs. So, I've interacted with a number of different companies and management teams across the industry. So, what stood out to me? First, the people, culture, and collaboration. Second, the durability of the model. Ridgepost Capital is one of the only pure-play, capital-light, management fee-based alternative asset managers in the public markets. And third, which I think is most important, the firm continues to deliver impressive investment performance. I'm thrilled to be here. I look forward to working with the team as we continue to tell …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Luke A. Sarsfield | Chairman of the Board, President & CEO | USD 3,202,359 | Male | 1974 | Active |
Sarita Narson Jairath | Executive VP and Global Head of Client Solutions | USD 1,096,686 | Female | 1981 | Active |
Amanda Nethery Coussens | Executive VP & CFO | USD 1,047,256 | Female | 1985 | Active |
Richard J. Jensen | Executive VP, Head of Strategy & M&A | USD 1,004,284 | Male | 1972 | Active |
Wendy Reese | Director of Operations | — | Female | — | Active |
Melodie Craft | General Counsel | — | Female | 1976 | Active |
Andrew Corsi | Chief Accounting Officer | — | Male | 1986 | Active |
Mike Goodwin | Chief Information Officer | — | Male | — | Active |
Nell Mershon Blatherwick | Secretary | — | Female | 1972 | Active |
Ridgepost Capital, Inc (RPC) Q2 2026 Earnings Call Transcript

The headline numbers for Ridgepost Capital, Inc. (RPC) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Ridgepost Capital, Inc. (RPC) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.23 per share a year ago.

DALLAS, Aug. 05, 2026 (GLOBE NEWSWIRE) -- Ridgepost Capital, Inc. (NYSE: RPC) (“Ridgepost Capital”), a leading private markets solutions provider, today reported financial results for the second quarter ended June 30, 2026.

NEW YORK, July 27, 2026 (GLOBE NEWSWIRE) -- Enhanced Capital, a private credit strategy of Ridgepost Capital, released its 2025 Community Impact Report, highlighting its continued focus on deploying private capital through incentive-based and policy-driven financing solutions in the lower-middle market.
