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ContextLogic Holdings (LOGC) earnings and revenue breakdown

Latest: Q2 2026 · 10-Q filed Aug 13, 2026 · ContextLogic Holdings (LOGC) Q2 2026 earnings results →

Q2 2026 Revenue down 1% year over year to $33.6M · 19¢ of every $1 of revenue lost · operating margin -6.0%

ContextLogic Holdings made $33.6M in Q2 2026 (-0.6% Y/Y). Operating margin -6.0%, net loss $6.3M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 13, 2026.

Revenue$33.6M
Year over year-0.6%
Operating margin-6.0%
Net earnings−$6.3M
Operating cash flow—

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $33.6M in Q2 2026, down 1% year over year.

Gross margin was 37.2%, down 3.3 points from Q2 2025. Operating costs exceeded revenue by $2.0M, an operating margin of -6.0%. Operating expenses grew 303% against a revenue fall of 1%. The fastest-growing cost line was Other operating costs (+800%). The quarter ended with a net loss of $6.3M. Net interest and other expense of $4.3M was the main reason.

Quarterly history

ContextLogic Holdings revenue by quarterContextLogic Holdings revenue by quarter$33.8MQ2 2025$33.6MQ2 2026
ContextLogic Holdings net earnings by quarterContextLogic Holdings net earnings by quarter−$5.0MQ2 2025−$6.3MQ2 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 202610-QAug 13, 2026$33.6M-0.6%-6.0%−$6.3M—
Q2 202510-QAug 7, 2025$33.8M+383%-20.7%−$5.0M−$13.9M

Charts

ContextLogic Holdings: where the cash came from (+) and went (−), FY2025ContextLogic Holdings: where the cash came from (+) and went (−), FY2025Shares issued$72.0MOther investing−$52.0MOperating cash flow−$16.0MCash drawn (+) / kept (−)−$4.0M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
ContextLogic Holdings: profit against cash, quarter by quarterContextLogic Holdings: profit against cash, quarter by quarterNet incomeOperating cash flow−$13.0MQ2 2024−$1.0M−$2.0MQ3 2024−$2.0M−$2.0MQ4 2024$2.9M$3.9MQ1 2025$4.7M$8.2MQ2 2025−$1.0M−$26.1MQ3 2025−$13.0M−$2.0MQ4 2025−$6.3MQ2 2026
Latest (Q2 2026): Net income −$6.3M, Operating cash flow —.
ContextLogic Holdings in its industry: growth against margin (14 companies, SIC 1400)ContextLogic Holdings in its industry: growth against margin (14 companies, SIC 1400)revenue growth, year over year →↑ operating marginmedian +25%median 5%MLMVMCKNFHLCMPSNDUSLMLEUIPIUUUUABATIBATFATLXLOGC (-1%, -6%)
Mining & Quarrying of Nonmetallic Minerals (No Fuels); dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About ContextLogic Holdings

ContextLogic Holdings Inc. is a publicly traded business ownership platform established to own a collection of niche, competitively advantaged, long-duration businesses. Each business operates with meaningful autonomy under world-class management teams whose incentives are tightly aligned with those of their shareholders, supported by a governance structure that creates direct accountability between operators and owners. For more information about ContextLogic, please visit www.contextlogic.com .

In its own words, from its 8-K, filed Aug 13, 2026.

ContextLogic Holdings against its Mining & Quarrying of Nonmetallic Minerals (No Fuels) peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -0.6% against the peers' median +4%. Operating margin: -6.0% against the peers' median 16.8%.

CompanyQuarterRevenueY/YOp. margin
LOGC ContextLogic HoldingsQ2 2026$33.6M-0.6%-6.0%
MLM Martin Marietta MaterialsQ3 2026$2.4B+28%18.5%
VMC Vulcan MaterialsQ3 2026$2.2B-5%24.0%
KNF Knife RiverQ3 2026$1.3B+6%16.8%
HL Hecla MiningQ3 2026$395M+25%39.8%
CMP Compass Minerals InternationalQ3 FY26$215M+0.3%5.1%
SND Smart SandQ2 2026$115M+34%8.7%
USLM United States Lime & MineralsQ3 2026$106M+4%42.1%
LEU Centrus EnergyQ3 2026$55.5M-26%-53.5%

Source: ContextLogic Holdings 10-Q on SEC EDGAR · CIK 2064307 · Mining & Quarrying of Nonmetallic Minerals (No Fuels)

13F: who owns LOGC and who is buying

Largest holders of LOGC (13F)Largest holders of LOGC (13F)Mason Capital Management LLC$2.6MGamma Investing LLC$8KOakworth Capital$6KKelleher Financial Advisors$1K
Funds' net buying of LOGC by quarter (13F)Funds' net buying of LOGC by quarter (13F)$10K2025-09−$82025-12$02026-03$2.6M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on LOGC

History

Every quarter: Q2 2026 results · Q2 2025 results

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