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High materiality7/10

Capstone posts strong Q2 growth; reaffirms 2026 targets on Stone EBITDA

Aug 12, 2026, 10:25 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The significant top- and bottom-line growth, coupled with margin expansion and reaffirmed full-year targets, suggest potential re-rating as investors gain visibility on Capstone’s operating leverage. Caution remains due to non-GAAP metrics and execution risks.

AI summary

What happened, with direct paths to the underlying reporting

Capstone reported Q2 2026 revenue of $21.5M, up 67% year over year, and gross profit of $6.0M, up 92%. Stone Business Adjusted EBITDA reached $2.0M with a 9.4% margin and improved $2.9M QoQ. The company reaffirmed FY2026 guidance of $72.1M revenue, $18.7M gross profit, and about $3.8M Stone EBITDA, signaling continued scale benefits from the Instone platform across 38 states and Canada.

Q2 2026 revenue up 67% to $21.5M; gross profit up 92% to $6.0M.
Gross margin expanded 357 bps to 27.9%.
Stone Business Adjusted EBITDA $2.0M, 9.4% margin, up $2.9M QoQ.
FY2026 guidance reaffirmed: revenue $72.1M, gross profit $18.7M, EBITDA ~$3.8M.

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