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OnDeck portfolio tops $3 billion in unpaid principal as early arrears ease and vintage charge-offs climb

9/10/2026

Small business credit in the United States is carrying a split signal into the second half of 2026.

Enova International (ENVA), through its OnDeck unit, released supplemental delinquency and net charge-off data via a Form 8-K Regulation FD disclosure as of July 31, 2026, showing a book that has expanded through the cycle while recent origination vintages season at higher loss rates than older cohorts at comparable periods.

The combined portfolio now exceeds $3 billion in aggregate unpaid principal.

Term loans in the OnDeck comparable serviced portfolio stood at 24,276 accounts carrying $1.75 billion in unpaid principal as of July 31, against 23,611 accounts and $1.56 billion at year-end 2025.

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