What move does the options market price into Ezcorp's report?

Implied ±4.0%, either direction.

EZPWNasdaqRetail-Miscellaneous Retail

Ezcorp Inc (EZPW) earnings date, market-implied expected move, and options open interest by expiry

28.76

+0.02 · +0.08%

post 29.46 +2.42%

After hours15:59 ETdelayed

Open29.31Volume434,238Mkt cap$1.8BP/E11.46EPS2.57

Day29.10 – 29.8946%52-wk16.50 – 37.1363%

EZPW

Ezcorp Inc

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±4.0%implied · report alone

28.4830.87

straddle ±7.9%

spot 29.67exp Nov 20ATM strike 30ATM straddle 2.78IV 55%

Nov 4 closereport share · term structure

Expected move

Inputs

Next report

Nov 12

after close · in 8 days

est.Q4 FY26

Calendar

Next report

Last report

−2.01%

vs ±12.1% implied · ×0.17

shaded = implied · ▲▼ = realized

Aug 5 '26 · confirmed

Implied vs realized

Largest filed tie

—

13F top-10 QoQ

+2.97%

shares held · 10 largest managers

13F · Jun 30 '26127d lag

313 managers

Top fund weight

0.00%

EZPW weight · VTI

N-PORTJun 30 '26

1 fund

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Ezcorp (EZPW) is expected to report on Nov 12 after close (estimated date).

Implied vs realized

1 report

—≥ implied

Q3 FY26Aug 5 '26confirmed±12.1%▼−2.01%×0.17

quarterimplied−15%0+15%realized×

Q3 FY26±12.1%▼−2.01%×0.17

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 3 expiries · Oct 28 close

2.06OI · 3 expiries · Oct 28 closeP/C open interest · Nov 20 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

1,168+101%Nov 2016d566+4%

6230%Dec 1844d0.124,988−2%0.12

2470%Mar 19135d0.131,9370%0.13

ExpiryPutsCallsP/C

Nov 2016d1,168+101%566+4%2.06

Dec 1844d6230%4,988−2%0.12

Mar 19135d2470%1,9370%0.13

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±7.9%

Funds 1

VTI±0.0%

Dashed = straddleMethod Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ3 FY26

9.19%as filednet margin · revenue −6.30% QoQ · +34.65% YoY

Revenue

$419M−6.30% QoQ

Gross profit

$246M−5.33% QoQ

58.79% margin

Operating income

$55M−19.20% QoQ

13.09% margin

Pre-tax income

$52M−20.58% QoQ

Net income

$38M−22.37% QoQ

9.19% margin

Cost of revenue

$173M−7.64% QoQ

Operating expenses

$191M−0.43% QoQ

SG&A $182M

Depreciation $10M

Other expense

$3M

Tax

$14M−15.01% QoQ

Revenue$419M−6.30%

Gross profit

$246M−5.33%

58.79% margin

Operating income

$55M−19.20%

13.09% margin

Pre-tax income

$52M−20.58%

Net income

$38M−22.37%

9.19% margin

Cost of revenue

$173M−7.64%

Operating expenses

$191M−0.43%

SG&A $182M

Depreciation $10M

Other expense

$3M

Tax$14M−15.01%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Jun 30 '26 · width = $

Revenue flow

Intraday

15m bars

Long dash = implied range · Nov 4 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

CPI ×1.80· ±2.8% vs ±1.5% · 10 releases

eventrelease day|move|up · n×base

CPIconsumer prices±2.8%2 of 10×1.80

CPROFcorporate profits±2.0%9 of 12×1.30

PCEpersonal income & outlays±1.9%12 of 19×1.25

PPIproducer prices±1.7%6 of 10×1.12

GDPgross domestic product±1.7%14 of 19×1.09

FOMCrate decision±1.4%10 of 24×0.89

NFPjobs report±1.0%6 of 10×0.66

Bar = avg |move| to ±3% · tick = ±1.5% avg day · ×base = |move| ÷ ±1.5% · min 6 releases

Earnings history

EPS 0.48 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	Aug 5 '26 · confirmed	0.48	—
Q2 FY26	—	0.61	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod