Offerpad Solutions 2025 Q3 Earnings Revenue Drops 36.2% as Net Loss Narrows 14.3%

Offerpad Solutions (OPAD) reported fiscal 2025 Q3 earnings on Nov 4, 2025, . , . , signaling ongoing challenges in reversing its revenue trajectory.

Revenue

, . The Cash Offer segment, which constitutes the bulk of its business, , while the Other segment, including B2B Renovate and Direct+ initiatives, . The sequential stagnation in Q3 2025 revenue compared to Q2 2025 underscored persistent market headwinds.

Earnings/Net Income

, , , , loss in Q3 2024. Despite the reduction in losses, , reflecting continued operational challenges. The narrowing loss suggests cost discipline but highlights the absence of meaningful revenue growth.

Post-Earnings Price Action Review

Offerpad’s stock price has mirrored its deteriorating financials, , , . The company’s revenue has consistently declined quarter-over-quarter since 2022Q4, with no instances of sequential growth in the past three years. This lack of revenue momentum renders backtesting of a strategy based on post-earnings buying inapplicable. The stock’s volatility and downward trend reflect broader real estate market pressures, including affordability constraints and reduced transaction volumes.

CEO Commentary

, Chairman and CEO, emphasized progress in strengthening the company’s foundation through asset-light services like HomePro, Renovate, and Direct+. He highlighted operational discipline and efficiency gains, stating the company is “positioned to grow from a stronger, more diversified platform” as market conditions stabilize.

Guidance

Offerpad provided Q4 2025 revenue guidance of $100–125 million, . The company reiterated focus on cost discipline and scaling asset-light services but did not provide quantitative reconciliation for Adjusted EBITDA guidance due to uncertain future GAAP adjustments.

Additional News

Offerpad announced strategic advancements in asset-light services, including the launch of HomePro, which leverages an agent-led model to expand market reach. The company also appointed as Chief Operating Officer, bringing over two decades of Fortune 500 leadership experience. Additionally, , its highest quarterly performance since launch, driven by growing institutional and investor demand.