Upbound (UPBD) Tax Rate (2009 - 2026)
Upbound's (UPBD) quarterly Tax Rate came in at 26.23% in Q2 2026, down 600.0% year-over-year from 5.25% in Q2 2025, and down 13.14% quarter-over-quarter from 30.2% in Q1 2026.
Analysis
Upbound (UPBD) Tax Rate (2009 - 2026) Analysis & Trends
Upbound (UPBD) has reported Tax Rate for 18 consecutive years, with 26.23% the latest figure, recorded in Q2 2026.
- On a quarterly basis, Tax Rate fell 600.0% year-over-year to 26.23% in Q2 2026; TTM through Jun 2026 was 30.65%, a 426.0% decrease from a year earlier, with the FY2025 full-year figure at 32.24%, up 179.0% from the prior year.
- Tax Rate was 26.23% for Q2 2026 at Upbound, down from 30.2% in the prior quarter.
- Over five years, Tax Rate peaked at 180.31% in Q2 2023 and troughed at 15.0% in Q1 2024.
- A 5-year average of 66.86% and a median of 38.45% in 2025 frame the typical range for Tax Rate.
- Across the five-year window, Tax Rate jumped 13078 bps in 2023 and tumbled 16037 bps in 2024, its largest moves.
- Over 5 years, Tax Rate stood at 83.39% in 2022, then surged by 69 bps to 141.01% in 2023, then tumbled by 69 bps to 43.03% in 2024, then decreased by 21 bps to 33.88% in 2025, then slipped by 23 bps to 26.23% in 2026.
- The last three Tax Rate figures came in at 26.23% (Q2 2026), 30.2% (Q1 2026), and 33.88% (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Orix | 44.91 Bn | 45.24 Bn | 4.68 Bn | 30.92% |
| 2 | Royalty Pharma | 36.78 Bn | 38.89 Bn | - | - |
| 3 | Royal Gold | 22.19 Bn | 22.06 Bn | 390.45 Mn | 19.69% |
| 4 | OR Royalties | 6.98 Bn | 6.91 Bn | 82.22 Mn | -17.52% |
| 5 | Encore Capital | 2.06 Bn | 1.88 Bn | 455.04 Mn | 22.75% |
| 6 | Atlanticus Holdings | 1.41 Bn | 853.17 Mn | 686.46 Mn | 24.67% |
| 7 | Jefferson Capital | 1.23 Bn | 1.21 Bn | - | 22.57% |
| 8 | Upbound | 1.11 Bn | 1.00 Bn | 594.84 Mn | 26.23% |
| 9 | Lufax Holding | 1.08 Bn | -1.19 Bn | - | 15.61% |
| 10 | Metalla Royalty & Streaming | 957.79 Mn | 946.72 Mn | 4.75 Mn | 37.06% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 26.23% |
| Mar 31, 2026 | 30.20% |
| Dec 31, 2025 | 33.88% |
| Sep 30, 2025 | 33.46% |
| Jun 30, 2025 | 32.23% |
| Mar 31, 2025 | 30.18% |
| Dec 31, 2024 | 43.03% |
| Sep 30, 2024 | 30.11% |
| Jun 30, 2024 | 26.89% |
| Mar 31, 2024 | 15.00% |
| Dec 31, 2023 | 141.01% |
| Sep 30, 2023 | 86.11% |
| Jun 30, 2023 | 180.31% |
| Mar 31, 2023 | 175.37% |
| Dec 31, 2022 | 83.39% |
| Sep 30, 2022 | 140.31% |
| Jun 30, 2022 | 49.53% |
| Mar 31, 2022 | 46.24% |
| Dec 31, 2021 | 46.07% |
| Sep 30, 2021 | 47.61% |