Priority Technology Holdings, Inc. · NASDAQ:PRTH
Priority Technology — Q1 2026 Earnings Presentation
18 slides from Priority Technology's earnings presentation, May 11, 2026
Slide 1: Priority Technology Holdings, Inc. Q1 2026 Earnings Call Supplemental Slides
Priority Technology Holdings, Inc. (Nasdaq: PRTH) Supplemental Slides: Q1 2026 Earnings Call May 2026
Slide 2: Disclaimer
Disclaimer Important Notice Regarding Forward-Looking Statements and Non-GAAP Measures This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements include, but are not limited to, statements about future financia
Slide 3: Key 1st Quarter 2026 Highlights
Key 1st Quarter 2026 Highlights Q1 2026 RESULTS MAINTAINING STRONG FY 2026 GUIDANCE NET REVENUE ADJ GROSS PROFIT1 TOTAL REVENUE ADJUSTED EBITDA1 +11% +13% (In Millions) (In Millions) $1,010 - $1,040 $230 - $245 ADJ EBITDA1 ADJ EPS (diluted) +13% $0.28 (+27%) 2026 2026 Guidance Q1 2026 KEY METRICS Gu
Slide 4: Q1 2026 Consolidated Results
Q1 2026 Consolidated Results 11% 13% 70bps 13% $249.6M $98.8M 39.6% $58.1M $87.3M 38.9% $224.6M $51.3M Q1 25 Q1 26 Q1 25 Q1 26 Q1 25 Q1 26 Q1 25 Q1 26 Revenue increased Adj Gross Profit1 Adj Gross Profit Adjusted EBITDA1 11% to $249.6 increased 13% to margin1 increased increased 13% to million $98.8
Slide 5: Priority Commerce: Powering an Ecosystem of Integrated Financial Solutions
Priority We Provide Personalized Payments and Banking Solutions to: Commerce: Accelerate Cash Flow + Optimize Working Capital Powering an Ecosystem of Integrated Financial Collect Store Lend Send Solutions ▪ Priority Commerce Engine (PCE) is a unified platform that provides our customers a Priority
Slide 6: End Customers
Priority Commerce Engine Consumer Finance m ent Orchestrati Consumers ay it, Debit, ACH, Check, W o O d P n ) re ir Sports & (C e pti w Small Businesses ated Partners rate Cash Flo Tr Entertainment mize End Customers P ta & Business eas (G s-Through Insuranc C as LM ury Solution D Insights apping, R
Slide 7: First Quarter 2026 Financial Results
First Quarter 2026 Financial Results prioritycommerce.com 7
Slide 8: Continued Shift to High Value Segments
Continued Shift to High Value Segments % of Adj. Gross Profit from Payables & Treasury Solutions1,2 Payables and Treasury Solutions Treasury Solutions Payables +1% +1% +3% Impact of Excluding Acquisitions 62% 62% 60% 61% 62% segments represented 62% of LTM 59% 56% 57% 8% 8% 8% 8% Adj Gross Profit
Slide 9: Merchant Solutions Highlights – Q1 2026
Merchant Solutions Highlights – Q1 2026 Revenue Adj. Gross Profit1 Adj. EBITDA1 $161.8MM $36.7MM $27.7MM +7% YoY +11% YoY | 22.7% Margin +8% YoY | 17.1% Margin Q1 2026 Segment Highlights ➔ Revenue growth driven by a combination of 4% organic growth plus Boom Commerce and Dealer Merchant Services acq
Slide 10: Payables Highlights – Q1 2026
Payables Highlights – Q1 2026 Revenue Adj. Gross Profit1 Adj. EBITDA1 $32.4MM $9.2MM $5.5MM +36% YoY +26% YoY | 28.4% Margin +55% YoY | 16.8% Margin Q1 2026 Segment Highlights ➔ Revenue growth driven by 37% increase in Buyer-Funded revenues and 31% increase in Supplier-Funded revenues ➔ Gross Margin
Slide 11: Treasury Solutions Highlights – Q1 2026
Treasury Solutions Highlights – Q1 2026 Revenue Adj. Gross Profit1 Adj. EBITDA1 $58.8MM $52.9MM $46.7MM +17% YoY +13% YoY | 89.8% Margin +10% YoY | 79.3% Margin Q1 2026 Segment Highlights ➔ CFTPay Avg Monthly New Enrollments of 50K contributed to 20% increase in Billed Clients to 1.1MM ➔ Growth in a
Slide 12: Consolidated Operating Expenses – Q1 2026
Consolidated Operating Expenses – Q1 2026 Salaries & Benefits SG&A Depreciation & Amortization $28.5MM $19.2MM $17.6MM +11% YoY +27% YoY +28% YoY Q1 2026 Segment Highlights ➔ Higher Salaries & Benefits driven by acquisition-related headcount additions ➔ Increase in SG&A expenses primarily driven by
Slide 13: Capital Structure Highlights
Capital Structure Highlights Net Leverage Calculation Key Updates and Highlights Total Debt Balance1 $1,020.0 Closed DMS acquisition on 10/1/2025 and upsized Term ( - ) Unrestricted Cash Balance $92.2 Loan by $35 million Net Debt $927.8 LTM Adj. EBITDA (Q1 2026)2 $232.0 Available liquidity over
Slide 14: Appendix
Appendix prioritycommerce.com 14
Slide 15: Appendix 1 – Adjusted Gross Profit Reconciliation
Appendix 1 – Adjusted Gross Profit1 Reconciliation The reconciliation of adjusted gross profit to its most comparable GAAP measure is provided below: (in Millions) (in Millions) Three Months Ended March 31, 2026 Three Months Ended March 31, 2025 Merchant Treasury Merchant Treasury Payables Eliminati
Slide 16: Appendix 2 – Adjusted EBITDA Reconciliation
Appendix 2 – Adjusted EBITDA1 Reconciliation The reconciliation of adjusted EBITDA to its most comparable GAAP measure is provided below: (in Millions) (in Millions) Three Months Ended March 31, 2026 Three Months Ended March 31, 2025 Merchant Treasury Merchant Treasury Payables Eliminations Total Pa
Slide 17: Appendix 3 – Adjusted Earnings Per Share Reconciliation
Appendix 3 – Adjusted Earnings Per Share Reconciliation The reconciliation of Adjusted Earnings Per Share is provided below: (in Millions) Three Months Ended March 31, 2026 2025 Reconciliation of Adjusted EPS Net income attributable to common shareholders $ 9.8 $ 8.3 Debt extinguishment and modifica
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