Spoken Alpha
BRC Group Holdings, Inc.
BRC Group Holdings operates a diversified platform providing investment banking, institutional brokerage, and direct lending services to small- and mid-cap companies; wealth management and financial advisory services to individuals and families; telecom services including cloud communications and VoIP through brands like Lingo and magicJack; and consumer products including laptop cases and computer accessories through Targus.
BRC Group Holdings, Inc is a Financial Services company operating in Financial Conglomerates with a $536.6M market cap.
Behavioral analysis
Disclosures
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks RILYL's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 100% positive reaction rate
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
Peers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for RILYL.
$ curl https://api.spokenalpha.com/v1/companies/RILYLFAQ
Spoken Alpha indexes RILYL's earnings call transcripts at https://spokenalpha.com/companies/RILYL. Each call links to attributed speakers and parsed analyst Q&A. BRC Group Holdings, Inc.'s own investor relations page is at https://ir.brcgh.com/.
BRC Group Holdings, Inc. (RILYL) operates in the Financial Services sector (Financial Conglomerates industry).
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.58 | $1.12 | +41.1% | +3.2% | +4.2% |
| Q4 FY2026 | $1.57 | $1.17 | +34.0% | +6.9% | +5.4% |
| Q3 FY2026 | $1.65 | $1.17 | +40.7% | +3.7% | +2.9% |
| Q2 FY2026 | $1.83 | $1.32 | +38.5% | +6.5% | +8.0% |
| Q1 FY2025 | $1.87 | $1.42 | +31.8% | +0.4% | +1.7% |
CEO since 2024 • 6/8 beats (75%) • last guidance raise Q3 FY2026
| Q4 FY2025 |
| $1.85 |
| $1.38 |
| +34.2% |
| +6.2% |
| +8.3% |
| Q3 FY2025 | $1.76 | $1.28 | +37.2% | +3.7% | +5.7% |
| Q2 FY2025 | $1.80 | $1.30 | +38.2% | +3.9% | +6.6% |
| Q1 FY2024 | $1.93 | $1.47 | +31.6% | +7.1% | +9.7% |
| Q4 FY2024 | $1.95 | $1.43 | +36.5% | +6.8% | +9.2% |