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Cantaloupe, Inc.(CTLP)Earnings, Financials & Key Ratios
CTLP•NASDAQ
$11.20
13.0× P/E·Price updated Jun 20, 2026
AboutCantaloupe, Inc., a digital payment and software services company, provides technology solutions for the unattended retail market. The company offers integrated solutions for payments processing, logistics, and back-office management. It also provides ePort, an integrated payment device that is deployed in self-service, unattended market applications, such as vending, amusement, arcade, commercial laundry, air/vacuum, car wash, and others, which facilitates digital payments; and integrated software services for payment devices in the field for the wireless transfer. The company serves vending machine, car wash, electric vehicle charging, amusement, commercial laundry, micro-market, kiosk, and entertainment companies. It has strategic partnership with Bakkt Holdings, LLC to bring a cashless experience for consumers to spend digital assets at unattended retail devices: and Castles Technology to introduce a next-generation cashless device solution. The company was formerly known as USA Technologies, Inc and changed its name to Cantaloupe, Inc. Cantaloupe Inc. was incorporated in 1992 and is headquartered in Malvern, Pennsylvania.Show more
- Revenue$303M+12.6%
- EBITDA$40M+52.2%
- Net Income$65M+438.1%
- EPS (Diluted)0.86+473.3%
- Gross Margin40.93%+7.1%
- EBITDA Margin13.26%+35.1%
- Operating Margin7.38%+39.9%
- Net Margin21.33%+377.7%
- ROE29.45%+332.3%
CTLP Price & Volume
Cantaloupe, Inc. (CTLP) stock price & volume — 10-year historical chart
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Decelerating Growth Masks Persistent Operational Margin Volatility
Investment Thesis • Updated 2026Q3
VerdictNegative
Growth:Decelerating
Profitability:Strained
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Hardware-less payment competition
Key Thesis Takeaways
- Cantaloupe faces a challenging transition as revenue growth has decelerated to 4.3% in 2026Q3, signaling potential market saturation in its core vending segments.
- The company's reliance on physical ePort hardware creates structural risks, as evidenced by gross margin compression to 33.2% and a persistent inability to scale operating income effectively.
- Investors should monitor the company's ability to pivot toward high-margin software services, as current profitability remains obscured by non-operating items and significant goodwill concentration.
Verdict Logic
the company's inability to maintain consistent profitability, evidenced by a $2.2M net loss in 2026Q3 and a P/FCF ratio of 247.47, suggests significant execution risk.
CTLP Growth Metrics
Cantaloupe, Inc. (CTLP) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years17.94%
5 Years13.15%
3 Years13.82%
TTM9.63%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-93.85%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-94.11%
Return on Capital
10 Years-5.88%
5 Years1.56%
3 Years5.1%
Last Year8.44%
CTLP Recent Earnings
Cantaloupe, Inc. (CTLP) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 4/12 qtrs (33%)●Beat Revenue 2/12 qtrs (17%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$0.03-129.2%
$0.10
Rev
$79M-8.1%
$86M
Q1 2026
Feb 6, 2026Metric
Actual
Est
EPS
$0.04-60.0%
$0.10
Rev
$79M-6.6%
$84M
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$0.06-25.0%
$0.08
Rev
$81M-4.8%
$85M
Q4 2025
Sep 23, 2025Metric
Actual
Est
EPS
$0.03-72.7%
$0.11
Rev
$83M+0.1%
$82M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $0.03vs $0.10-129.2% | $79Mvs $86M-8.1% |
| Q1 2026 | Feb 6, 2026 | $0.04vs $0.10-60.0% | $79Mvs $84M-6.6% |
| Q4 2025 | Nov 6, 2025 | $0.06vs $0.08-25.0% | $81Mvs $85M-4.8% |
| Q4 2025 | Sep 23, 2025 | $0.03vs $0.11-72.7% | $83Mvs $82M+0.1% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Cantaloupe, Inc. (CTLP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $11.20 | $825.82M | 13.02 | 12.64% | 21.33% | 29.45% | — | |
| $11.15 | $1.78B | 20.65 | 2.56% | 22.33% | 14.36% | — | |
| $21.71 | $479.67M | 38.77 | -7.29% | 8.26% | 3.67% | — | |
| $7.07 | $582.25M | 10.40 | 8.33% | 5.85% | — | — | |
| $182.78 | $5.58B | 60.93 | -8.47% | 3.23% | 7.53% | — | |
| $2.37 | $65.4M | -25.40 | 2.97% | -2.43% | -11.73% | — |
Compare CTLP vs Peers
Cantaloupe, Inc. (CTLP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CTLP SEC Filings & Documents
Cantaloupe, Inc. (CTLP) SEC filings — annual & quarterly reports (10-K, 10-Q)
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CTLP Frequently Asked Questions
Cantaloupe, Inc. (CTLP) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Cantaloupe, Inc.'s revenue?
Cantaloupe, Inc. (CTLP) reported $320.8M in revenue for fiscal year 2025. This represents a 378017% increase from $0.1M in 1996.
How fast is Cantaloupe, Inc. growing?
Cantaloupe, Inc. (CTLP) grew revenue by 12.6% over the past year. This is steady growth.
Is CTLP profitable?
Yes, Cantaloupe, Inc. (CTLP) is profitable, generating $3.7M in net income for fiscal year 2025 (21.3% net margin).
Dividend & Returns
What is CTLP's return on equity?
Cantaloupe, Inc. (CTLP) has a return on equity (ROE) of 29.5%. This is excellent, indicating efficient use of shareholder capital.
What is Cantaloupe, Inc.'s free cash flow?
Cantaloupe, Inc. (CTLP) generated $15.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.