FirstCash Holdings, Inc. (FCFS) FY2025 10-K Annual Report

Filed: Feb 9, 2026
Consumer Discretionary
Retail-Miscellaneous RetailSEC EDGAR

FirstCash Holdings, Inc. (FCFS) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 9, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

FirstCash Holdings, Inc. FY2025 10-K Analysis

Business Overview

  • Core business model: Pawn lending, retail merchandise sales, and finance receivables with rapid liquidation of gold jewelry inventory (62% of total inventory)
  • New off-balance sheet (OBS) loan servicing program started Q3 2025, $28.1M loans originated, with $13.8M liability for credit risk
  • Shift to increased acquisitions: $475.1M spent on pawn store acquisitions in 2025 vs. $76.0M in 2024
  • Operating cash flow grew 9% to $585.9M, adjusted net income rose to $390.1M with adjusted EPS $8.76 in 2025
  • Noteworthy: Cost of discretionary real estate purchases decreased ($61.9M vs $86.1M in 2024) despite overall increased investing activities

Management Discussion & Analysis

  • No revenue or profitability figures disclosed in provided text
  • No segment performance details available
  • $613.5 million outstanding on revolving credit lines at variable rates (SOFR, TIIE, SONIA)
  • 1% interest rate rise would increase annual interest expense by $6.1 million in 2025
  • Fixed rate debt principal $1,610.5 million, fair value $1,624.5 million as of Dec 31, 2025
  • Forex exposure: Peso/USD rate 19.2 in 2025 vs 18.3 in 2024; 1-point change affects earnings by $4.4 million
  • No specific forward guidance or risk commentary beyond FX and interest rate risks

Risk Factors

  • Regulatory compliance risk related to cybersecurity oversight by Board's Audit Committee following NIST, ISO, COBIT, and ITIL standards
  • Operational risk from managing sensitive customer information across pawn stores and payment solutions increasing cybersecurity threat exposure
  • Key-person dependency on CIO and SIRT for cybersecurity defense, risk assessment, and reporting to the Audit Committee
  • Potential legal risk due to ongoing monitoring of compliance with cybersecurity-related laws and regulatory requirements by Audit Committee
  • No specific geopolitical, competitive, or financial risks disclosed in the cybersecurity governance discussion

FirstCash Holdings, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$1.7B

+10.7% YoY

Net Income

$330M

+27.6% YoY

Gross Margin

110.3%

+220bp YoY

Net Margin

19.8%

+263bp YoY

ROE

14.5%

+191bp YoY

Total Assets

$5.3B

+18.4% YoY

EPS (Diluted)

$7.42

+29.5% YoY

Operating Cash Flow

$586M

+8.5% YoY

Source: XBRL data from FirstCash Holdings, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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