Live Oak Acquisition Corp. V (NASDAQ:TMS) Issues Earnings Results

Key Points

• Live Oak Acquisition Corp. V reported a quarterly loss of $0.11 per share, missing the consensus estimate of a $0.08 loss by $0.03.
• Q2 revenue increased 20% year over year, while SME segment EBITDA rose 47% to $20 million. Management reaffirmed its 2026 targets of $40 million in acquired EBITDA and $60 million in pro forma adjusted EBITDA.
• Shares traded at $8.89, while the company carries a “Buy” consensus rating and a $14.00 price target; however, acquisition execution remains a risk because closings are concentrated in the second half of the year and depend on financing availability.

Live Oak Acquisition Corp. V (NASDAQ:TMS - Get Free Report) issued its quarterly earnings data on Friday. The company reported ($0.11) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.08) by ($0.03), Zacks reports.

Here are the key takeaways from Live Oak Acquisition Corp. V's conference call:

• Q2 revenue rose 20% year over year, while SME segment EBITDA increased 47% to $20 million. Management attributed the improvement to acquisitions and operating leverage, with corporate costs declining by about $500,000.
• Management reaffirmed its 2026 targets of $40 million in acquired EBITDA and $60 million in pro forma adjusted EBITDA. Approximately $30 million of estimated annual EBITDA is already under signed LOIs, with additional actively negotiated opportunities exceeding the remaining target.
• Teamshares said its Nasdaq listing and equity raise have materially improved capital flexibility. The company signed a term sheet for an acquisition-focused warehouse facility and is evaluating refinancing options for existing debt, though those financing arrangements are not yet finalized.
• Organic performance remained positive but modest, with organic revenue growth of 3.4% in Q2 and 4.2% year to date, while organic SME segment EBITDA grew 0.4% and 4.6%, respectively. Management continues to underwrite roughly 3% annual organic growth and says the model primarily depends on acquisitions rather than outsized organic expansion.
• Acquisition closings are expected to be heavily weighted toward the second half—especially Q4—because of normal small-business transaction seasonality and the timing of the public listing. Management also identified financing and cash flow as the company’s primary constraints on acquisition growth, creating execution risk around converting LOIs into completed deals.

Live Oak Acquisition Corp. V Price Performance

Shares of NASDAQ TMS traded up $0.14 during midday trading on Friday, reaching $8.89. 104,015 shares of the stock were exchanged, compared to its average volume of 139,088. Live Oak Acquisition Corp. V has a 12 month low of $5.04 and a 12 month high of $13.20.

Analyst Ratings Changes

Separately, Northland Securities assumed coverage on Live Oak Acquisition Corp. V in a research note on Thursday, July 16th. They set an "outperform" rating and a $14.00 price target for the company. One analyst has rated the stock with a Buy rating, Based on data from MarketBeat, the company currently has an average rating of "Buy" and a consensus target price of $14.00.

About Live Oak Acquisition Corp. V

Live Oak Acquisition Corp. V is a blank check company formed for the purpose of effecting a merger, share exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. As a special purpose acquisition company, it does not operate a traditional commercial business of its own and instead focuses on identifying and completing an acquisition transaction.

The company was organized to pursue opportunities across a broad range of industries and geographic markets, subject to the terms of its governing documents and applicable regulations.

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