SFIX Q3 FY26: revenue +4.7% on higher order values; operating loss narrows 59%; $15.1M buyback

Filed June 11, 2026 · Period ending May 2, 2026 · Compared to 10-Q Jun 11, 2025 · ~2 min read

Key Changes

• high

  Operating loss narrowed 59% to $4.0M (from $9.7M prior year) while net loss fell 79% to $1.5M in Q3, driven by higher revenue per client (+6.6%) offsetting a 1.9% client decline. Nine-month free cash flow more than doubled to $15.4M from $6.5M.

  MD&A: Operating Results verify on EDGAR →
• high

  Revenue grew 4.7% in Q3 (7.1% YTD) as higher average order values and items kept per Fix offset a 1.9% active client decline. The filing notes the compared periods contain different numbers of weeks (52-week vs 53-week fiscal years), affecting comparability.

  MD&A: Revenue Growth verify on EDGAR →
• high

  Company repurchased 4.5M shares for $15.1M during the nine months (first buyback activity since program launch in Jan 2022), reducing remaining authorization to $104.9M from $120.0M. Separately, $15.1M was paid for tax withholding on equity vesting.

  MD&A: Capital Allocation verify on EDGAR →