Neighborhood Intelligence (NXH) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Neighborhood Intelligence published the results on November 5, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Neighborhood Intelligence reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted diluted net loss per share, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Neighborhood Intelligence, formerly Bed Bath & Beyond, Inc., trades on Nasdaq as NXH. It acquired The Brand House Collective (Kirkland's) on April 2, 2026 and The Container Store on July 8, 2026, so the year-ago quarter includes neither business.
• On October 5, 2026 Neighborhood Intelligence and Fathom Holdings agreed to terminate their proposed merger, and the CFO resigned the same day; Paul Kosturos is interim CFO.

Source: Neighborhood Intelligence Q3 2026 results, November 5, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

From the earnings release

In its Q3 2026 release, Neighborhood Intelligence said:

“Inclusive of all closed transactions, retail store fleet rationalization and modest organic growth, the Company currently expects consolidated revenue of $2.0 billion to $2.1 billion in 2027, with gross margins ranging from 33% to 34%.”

“Management believes if it achieves mid-single-digit organic revenue growth, improved operating efficiencies and expansion of higher-margin home services the Company should be positioned to achieve an enterprise-wide positive cash flow inflection by the second half of 2027.”

Source: Neighborhood Intelligence Q3 2026 release, Nov 5, 2026.

This is the company's own guidance as of Nov 5, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the NXH forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net revenue and diluted net loss per share, each as first reported in that quarter's release. Quarters from Q2 2026 on include acquired businesses (Kirkland's from April 2, 2026, The Container Store from July 8, 2026).

We do not hold a confirmed date for Neighborhood Intelligence's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 5, 2026

Neighborhood Intelligence's Q3 2026 net revenue of $509 million was up 98.0% from a year earlier, and most of the increase was bought. Of the rise, $229 million came from acquired businesses: The Brand House Collective (the Kirkland's and Kirkland's Home brands) and The Container Store, which was acquired during the quarter. The remaining $23 million came from the core online e-commerce business, which grew about 9%, led by 75% growth at Overstock.com. (Neighborhood Intelligence Q3 2026 release (EX-99.1), Nov 5, 2026)

Neighborhood Intelligence reports one segment, Retail, made up of Bed Bath & Beyond, Overstock.com, The Container Store, The Brand House Collective and SFV Services. The Container Store deal closed on July 8, 2026, for 13,714,287 shares of common stock plus $112.6 million of 5.00% Convertible Senior Notes due 2033 issued to holders of The Container Store's debt. The 10-Q says the organic part of the increase came mainly from higher average order value and more orders delivered. (Neighborhood Intelligence Form 10-Q, Q3 2026, Nov 5, 2026)

The acquisitions changed the shape of the customer base. Active customers rose to 9.0 million, up 117%, and orders delivered rose to 4.0 million, up 217%. Average order value fell to $125 from $205 and LTM net revenue per active customer fell to $154 from $259, while orders per active customer rose to 1.99 from 1.30. (Neighborhood Intelligence Q3 2026 release (EX-99.1), Nov 5, 2026)

Gross profit was $173 million, a 34.0% gross margin against 25.3% a year earlier, and $97 million of the increase in gross profit came from acquired businesses. The quarter included a planned $14 million purchase price accounting benefit tied to inventory at the acquired businesses, which Neighborhood Intelligence said was substantially offset by its planned elimination of dated, obsolete and underperforming inventory. (Neighborhood Intelligence Q3 2026 release (EX-99.1), Nov 5, 2026; Neighborhood Intelligence Form 10-Q, Q3 2026, Nov 5, 2026)

Neighborhood Intelligence lost $0.28 per diluted share in Q3 2026 on a GAAP basis, against a $0.07 loss a year earlier, and its adjusted diluted net loss per share was also $0.28. The adjusted measure removes only results from the blockchain equity method securities and gains on derecognition of loan commitment; there were none to remove this quarter, while in Q3 2025 a $7.0 million equity method gain made the adjusted loss ($0.19) wider than GAAP. (Neighborhood Intelligence Q3 2026 release (EX-99.1), Nov 5, 2026)

The net loss of $26.1 million was smaller than the $62.1 million operating loss because of two items below the operating line. Other income included a $21.0 million gain on remeasuring the derivative liability tied to the 2033 Convertible Notes, and the tax line was a benefit of $19.0 million, mostly from releasing about $18.3 million of valuation allowance in connection with The Container Store acquisition. General and administrative expense rose to $131.2 million from $12.0 million, and the release counts about $20 million of special items, mainly acquisition-related costs, restructuring costs and store-closure impairments. (Neighborhood Intelligence Q3 2026 release (EX-99.1), Nov 5, 2026; Neighborhood Intelligence Form 10-Q, Q3 2026, Nov 5, 2026)

Diluted weighted average shares rose to 94,911 thousand from 60,333 thousand a year earlier, because the acquisitions were paid largely in stock. Adjusted EBITDA was a loss of $26.5 million, against a $4.9 million loss in Q3 2025. (Neighborhood Intelligence Q3 2026 release (EX-99.1), Nov 5, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Neighborhood Intelligence gives a full-year 2027 outlook in its Q3 2026 release: consolidated revenue of $2.0 billion to $2.1 billion with gross margins of 33% to 34%, inclusive of all closed transactions, retail store fleet rationalization and modest organic growth. The release says this baseline assumes a continued depressed housing market, and that management sees a path to a 37% gross margin over time through sourcing, assortment, inventory discipline and higher-margin home services. (Neighborhood Intelligence Q3 2026 release (EX-99.1), Nov 5, 2026)

Neighborhood Intelligence also said it has eliminated more than $50 million of annualized SG&A costs and merger synergies so far this year, has identified more than $40 million of additional annualized savings, and expects the full benefit over about six to nine months. It does not give a revenue or EPS figure for Q4 2026. (Neighborhood Intelligence Q3 2026 release (EX-99.1), Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover Neighborhood Intelligence, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Neighborhood Intelligence's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning NXH is on is NXH a buy or a sell?, what analysts expect next is on the NXH forecast, and what the company does is on the Neighborhood Intelligence (NXH) stock page.

Every number on this page can be traced to a document Neighborhood Intelligence published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.