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Zip Co Limited (ASX:ZIP)

ALERT: Price-sensitive ASX Announcement for ZIP
Current share price for ZIP : $3.230 0.41 (14.54%)+
Announcement
Release
19 Feb 2026 8:44AM
Price at Release
$2.820
Full Release
download
Summary
The 1H FY26 Investor Presentation of Zip Co Limited highlights the company's accelerated momentum and disciplined execution across its core markets in Australia and New Zealand (ANZ) and the United States (US). Zip reported a significant increase in its Total Transaction Volume (TTV) to $8.4 billion, marking a 34.1% year-over-year growth. The company achieved a Cash EBTDA of $124.3 million, an increase of 85.6% compared to the previous year, with an operating margin of 18.7%. Key growth drivers included strategic expansion in the US market and increased customer engagement, with a notable rise in transactions per active customer. The US market saw a 70% year-over-year growth in cash earnings, supported by a scalable platform and strong cash flow generation. The company also focused on enhancing its product offerings and expanding its merchant and distribution networks. Additionally, Zip has been considering a dual listing on a US stock exchange to further leverage growth opportunities. Throughout the period, Zip maintained a strong balance sheet while investing in innovation and capability building, aiming to sustain its profitability and growth at scale.
Key Points
  • Total Transaction Volume (TTV) increased to $8.4 billion, up 34.1% YoY.
  • Cash EBTDA reached $124.3 million, a rise of 85.6% YoY.
  • Operating margin improved to 18.7%.
  • Significant cash earnings growth in the US with a 70% YoY increase.
  • Expansion in the US market and strategic product innovations.
  • Consideration of a dual listing on a US stock exchange.
  • Continued investment in innovation, including AI and credit underwriting.
  • Enhanced customer engagement with increased transactions per active customer.
  • Maintained a strong balance sheet while investing in growth opportunities.
IMPORTANT NOTE: This information is autogenerated and has not been reviewed for accuracy or completeness. You should refer to the full announcement here for further information.