Upbound (UPBD) Tax Rate (2009 - 2026)
Upbound (UPBD) recorded Tax Rate of 26.23% in Q2 2026, down 6.00 percentage points from 32.23% a year earlier and down 3.97 percentage points from the prior quarter.
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Analysis
Upbound (UPBD) Tax Rate (2009 - 2026) Analysis & Trends
On a TTM basis, Upbound's Tax Rate came in at 30.65% as of Jun 30, 2026, down 4.26 percentage points year-over-year; for FY2025, it was 32.24%, up 1.79 percentage points from FY2024.
- Annual Tax Rate has a five-year change of +25.66 percentage points (FY2020 to FY2025).
- Across earlier years, Tax Rate came in at 30.45% in FY2024 (-79.35 pp), 109.80% in FY2023 (+29.90 pp), 79.90% in FY2022 (+49.35 pp) and 30.55% in FY2021 (+23.97 pp).
- The Q2 2026 figure is the lowest quarterly Tax Rate since Q1 2024.
- On a year-over-year basis, Tax Rate rose in four of the last eight quarters, with an average year-over-year change of -18.16 percentage points.
- Peak year-over-year performance for Tax Rate in the last five years was a gain of 130.78 percentage points in Q2 2023, against a drop of 160.37 percentage points in Q1 2024 at the low end.
- Per Business Quant, the preceding three quarters came in at 30.20% (Q1 2026), 33.88% (Q4 2025) and 33.46% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | 18.51% |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 30.92% |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | - |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 20.18% |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | - |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 25.38% |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 19.69% |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 0.83% |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Upbound | 915.30 Mn | 484.04 Mn | 594.84 Mn | 26.23% |
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% |
| Dec 31, 2022 | 83.39% |
| Sep 30, 2022 | 140.31% |
| Jun 30, 2022 | 49.53% |
| Dec 31, 2021 | 46.07% |
| Sep 30, 2021 | 47.61% |
| Jun 30, 2021 | 28.82% |
| Mar 31, 2021 | 13.84% |
API Access
Upbound Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=UPBD&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "UPBD", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=UPBD&period=max&api_key=YOUR_API_KEY");
const data = await res.json();