Consensus Cloud Solutions slightly beats Q3 revenue estimates
Overview
Consensus Q3 revenue stable at $87.7 mln, slightly beating analyst expectations
Adjusted EPS for Q3 2025 beats analyst estimates
Adjusted EBITDA for Q3 2025 slightly beats analyst estimates
Company retires $200 mln of 6% Notes due 2026 using new credit facility
Outlook
Consensus Cloud Solutions forecasts Q4 2025 revenue between $84.9 mln and $88.9 mln
Company expects Q4 2025 adjusted EBITDA between $43.1 mln and $46.0 mln
Consensus Cloud Solutions projects Q4 2025 adjusted EPS between $1.27 and $1.37
Result Drivers
CORPORATE REVENUE GROWTH - Corporate channel revenue increased by 6.1%, offsetting declines in the SoHo segment
STRONG CASH FLOW - Net cash provided by operating activities increased significantly, driven by higher income after excluding noncash items
FOREIGN EXCHANGE IMPACT - Net income growth attributed to favorable foreign exchange gains
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Slight Beat* | $87.77 mln | $87.57 mln (5 Analysts) |
Q3 Adjusted EPS | Beat | $1.38 | $1.36 (5 Analysts) |
Q3 EPS |
| $1.15 |
|
Q3 Adjusted Net Income | Beat | $26.62 mln | $24.62 mln (5 Analysts) |
Q3 Net Income |
| $22.09 mln |
|
Q3 Adjusted EBITDA | Slight Beat* | $46.36 mln | $46.19 mln (5 Analysts) |
Q3 Adjusted EBITDA Margin |
| 52.80% |
|
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Consensus Cloud Solutions Inc is $32.00, about 10.3% above its November 4 closing price of $28.70
The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 4 three months ago
Press Release: ID:nBw1QQHBja
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.
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