CCC Intelligent Solutions Holdings Inc.는 클라우드 컴퓨팅, 모바일 도구, 인공지능(AI), 텔레매틱스, 하이퍼스케일 기술을 아우르는 포괄적인 디지털 솔루션 제품군을 제공하는 데 특화되어 있으며, ...
예상 EPS $0.11 · 매출 $290.68M · 8 명의 애널리스트
예상 EPS $0.13 · 매출 $303.23M · 8 명의 애널리스트
예상 EPS $0.45 · 매출 $1.16B · 6 명의 애널리스트
예상 EPS $0.13 · 매출 $306.24M · 3 명의 애널리스트
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $1.1B | +11.9% | +1.7% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $412000 | -98.4% | +34.8% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +73.5% | -2.7% | -0.8% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +8.9% | +4.7% | -4.0% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +0.0% | -98.6% | +32.6% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $254.5M | +10.2% | +98.3% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +24.1% | -1.5% | +95.0% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 76.2% | +79.5% | -3.1% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.43x | -60.7% | +24.4% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $3.6B | +12.3% | +1.8% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 0.00 vs 0.36 | -99.8% | 0.03 vs 0.11 | -72.9% |
| 매출 서프라이즈 | $1.1B vs $1.1B | +0.2% | $285.9M vs $290.7M | -1.6% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | Valdez Joshua James | officer: See Remarks | Common Stock | A | 159,745 | — |
| Jun 11, 2026 | Valdez Joshua James | officer: See Remarks | Restricted Stock Unit | D | 159,745 | — |
| Jun 11, 2026 | Valdez Joshua James | officer: See Remarks | Common Stock | D | 58,055 | $4.70 |
| May 21, 2026 | Eilam Barak | director | Restricted Stock Unit | A | 55,067 | — |
| May 21, 2026 | Eilam Barak | director | Common Stock | A | 22,013 | — |
Operator: Good day, and thank you for standing by. Welcome to the CCC Intelligence Solutions Conference Call. [Operator Instructions]. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Bill Warmington. William Warmington: Thank you, operator. Good morning, and thank you all for joining us today to review CCC's Second Quarter 2026 Financial Results, which we announced in the press release issued earlier this morning. Joining me on the call are Githesh Ramamurthy, CCC's Chairman and CEO; Rod Christo, CCC's Interim CFO; Tim Welsh, CCC's President; and Katie Coleman, CCC's Treasurer and GVP Finance. The forward-looking statements we make today about the company's results and plans are subject to risks and uncertainties that may cause the actual results and the implementation of the company's plans to vary materially. These risks are discussed in the earnings releases available on our Investor Relations website and under the heading Risk Factors in our 2025 annual report on Form 10-K filed with the SEC. Further, these comments and the Q&A that follows are copyrighted today by CCC Intelligent Solutions Holdings, Inc. Any recording, retransmission or reproduction or other use of the same, for profit or otherwise without prior consent of CCC is prohibited in the violation of the United States copyright and other laws. Additionally, while we will provide a transcript of portions of this call and we've approved the publishing of a transcript of this call by a third party, we take no responsibility for inaccuracies that may appear in the transcripts. Please note that the discussion on today's call includes certain non-GAAP financial measures as defined by the SEC. The company believes these non-GAAP financial measures provide useful information to management and investors regarding certain financial and business trends relating to the company's financial condition and the results of operations. A reconciliation of GAAP to non-GAAP measures is available in our earnings release and is available on our Investor Relations website. Thank you. And now I'll turn the call over to Githesh. Githesh Ramamurthy: Thank you, Bill, and thanks to all of you for joining us today. I'm pleased to report that CCC delivered another quarter of solid top and bottom line results. These results reinforce our belief that CCC is becoming the connective layer for the insurance economy, helping participants make informed decisions take action and operate more effectively across an increasingly complex ecosystem. In the second quarter of 2026, total revenue grew 10% year-over-year to $286 million, above the high end of our guidance range. Adjusted EBITDA was $115 million, also above the high end of our guidance range. Today, I'd like to focus on 3 themes that continue to frame both our near-term momentum and our long-term opportunity. The first, how CCC is thriving in an AI-driven world. The second is …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Githesh Ramamurthy | Chairman & Chief Executive Officer | USD 987,736 | Male | 1961 | Active |
Timothy A. Welsh | Executive VP of Customer Solutions & Operations and President | USD 928,193 | Male | 1966 | Active |
Joseph Allen | Senior VP & Head of Automotive Partnerships | — | Male | — | Active |
Josh Valdez | Interim Chief Technology Officer & Chief Product Officer | — | Male | 1984 | Active |
Katie Coleman | Vice President of Finance | — | Female | — | Active |
William Arthur Warmington Jr. | Vice President of Investor Relations | — | Male | — | Active |
Christy Harris | Senior Vice President & Chief HR Officer | — | Female | — | Active |
Andreas Hecht | Senior VP & Head of OEM Partnerships | — | Male | — | Active |
Rodney Christo | Interim CFO, Senior VP of Finance & Chief Accounting Officer | — | Male | — | Active |
Brian Costabile | Senior VP & Head of Insurance Partnerships | — | Male | — | Active |
Kevin | Senior Vice President & GM for China | — | Male | — | Active |
Computacenter PLC (LSE:CCC), the technology infrastructure reseller, rose 4.51% to 5,460p on Thursday morning, topping the FTSE 100 risers board after Nvidia's quarterly results beat expectations overnight. The gain came despite limited direct commercial read-across between the Hatfield-based group and the American chipmaker's data centre business.
Leading MSO Renews Relationship with CCC and Expands Adoption of AI-Powered Mobile Jumpstart as Part of Broader Commitment to Team Member Experience and Customer Care Leading MSO Renews Relationship with CCC and Expands Adoption of AI-Powered Mobile Jumpstart as Part of Broader Commitment to Team Member Experience and Customer Care
Amundi increased its stake in shares of CCC Intelligent Solutions Holdings Inc. Common Stock (NASDAQ: CCC) by 334.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,272,325 shares of the company's stock after buying an additional 979,678 shares during
CCC Intelligent Solutions Holdings remains a compelling 'Buy' following a Q2 beat-and-raise and ongoing privatization speculation. CCC delivered a better-than-expected 11% YoY normalized EPS growth in 2Q2026, driven by solid AI product adoption and cross-marketing synergies. Management raised FY26 revenue and EBITDA guidance, citing faster AI take-up rates and improved share-based compensation cost control.
The mean of analysts' price targets for CCC Intelligent Solutions (CCC) points to a 40.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
