Clarivate Plc operates as a prominent information services and analytics firm, furnishing structured data and insights. Its core mission is to facilitate ...
예상 EPS $0.18 · 매출 $566.77M · 2 명의 애널리스트
예상 EPS $0.19 · 매출 $578.49M · 2 명의 애널리스트
예상 EPS $0.74 · 매출 $2.32B · 1 명의 애널리스트
예상 EPS $0.17 · 매출 $576.35M · 1 명의 애널리스트
EPS $-0.15 · 매출 $593.70M
| 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). | $2.5B | -4.0% | +0.3% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $-201.1M | +68.4% | -568.2% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +66.0% | +0.1% | +1.8% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +2.9% | +127.0% | -760.9% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | -8.2% | +67.1% | -566.1% |
| 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. | $365.3M | +2.2% | -44.2% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +14.9% | +6.4% | -44.4% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 92.5% | +3.5% | +3.7% |
| 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. | 0.84x | -3.8% | +0.2% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $11.1B | -3.7% | -4.0% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | -0.30 vs 0.66 | -145.6% | -0.42 vs 0.18 | -337.1% |
| 매출 서프라이즈 | $2.5B vs $2.4B | +0.5% | $587.3M vs $566.8M | +3.6% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 15, 2026 | Lisowski Matthew J. | officer: Senior VP, CAO | Ordinary Shares | A | 67,357 | — |
| Aug 15, 2026 | Easton Michael M | officer: Executive Vice President/CFO | Ordinary Shares | A | 194,300 | — |
| Aug 13, 2026 | Shem Tov Matitiahu S. | director, officer: Chief Executive Officer | Ordinary Shares | D | 47,633 | $1.96 |
| Aug 8, 2026 | Lisowski Matthew J. | officer: Senior VP, CAO | Ordinary Shares | — | 0 | — |
| Aug 7, 2026 | Cornick Kenneth L. | director | Ordinary Shares | A | 250,000 | $1.85 |
Operator: Hello, everyone. Thank you for joining us, and welcome to Clarivate's Q2 earnings conference call. After today's prepared remarks, we will host a question-and-answer session. To raise your hand, press star one. To withdraw your question, press star one again. I will now hand the conference over to Mark Donohue, Head of Investor Relations at Clarivate. Please go ahead. Mark Donohue: Thank you, and good morning, everyone. Thank you for joining us for the Clarivate second quarter 2026 earnings conference call. As a reminder, this conference call is being recorded and webcast and is copyrighted property of Clarivate. Any rebroadcast of this information in whole or in part without prior written consent of Clarivate is prohibited. And the accompanying earnings call presentation is available on the Investor Relations section of the company's website. During our call, we may make certain forward-looking statements within the meaning of the applicable securities laws. Such forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of the business or developments in Clarivate's business to differ materially from the anticipated results, performance, achievements or developments expressed or implied by such forward-looking statements. Information about the factors that could cause actual results to differ materially from results and performance, can be found in Clarivate's filings with the SEC and on the company's website. Our discussion will include non-GAAP measures or adjusted numbers, Clarivate believes non-GAAP results are useful in order to enhance understanding of our ongoing operating performance but they are a supplement to and should not be considered in isolation from or as a substitute for GAAP financial measures. Reconciliation of these measures to GAAP measures are available in our earnings release and supplemental presentation on our website. With me today are Matti Shem Tov, Chief Executive Officer; Jonathan Collins, Chief Financial Officer and Michael Easton, Chief Accounting Officer. After our prepared remarks, we will open up the call to your questions. And with that, it is a pleasure to turn the call over to Matti. Matti Shem Tov: Good morning, everyone, and thank you for joining us. The key messages today are straightforward. We are delivering on our commitment and now we have the building blocks in place to accelerate organic growth. During the quarter, we advanced our AI innovation roadmap, grew organic ACV year-over-year, maintained disciplined cost management, and strengthened our balance sheet through deleveraging. These actions will deliver further long-term value to shareholders. In the second quarter, we drove continued progress across the business. Organic ACV growth improved to 1.5% and profit margin has expanded to more than 42%. At the segment level, Academia & Government and Life Sciences & Healthcare, each delivered …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Matitiahu Shem Tov | Chief Executive Officer & Director | USD 1,951,470 | Male | 1961 | Active |
Jonathan Collins | Executive Vice President & Chief Financial Officer | USD 1,529,264 | Male | 1980 | Active |
Michael Easton | Executive Vice President & Chief Financial Officer | USD 1,529,264 | Male | 1973 | Active |
Bar Veinstein | President of Academia & Government | USD 1,339,418 | Male | 1973 | Active |
Henry Levy | President of Life Sciences & Healthcare | USD 1,262,264 | Male | 1973 | Active |
Maroun S. Mourad | Advisor | USD 769,520 | Male | — | Active |
Mark J. Donohue | Vice President of Investor Relations | — | Male | — | Active |
Darien Krimmert | Senior Vice President & Head of People | — | Female | — | Active |
Gwenan White | Senior Vice President of Communications & Brand | — | Female | — | Active |
Tabita Andersson | Senior Vice President of Communications & Brand | — | Female | — | Active |
William E. Graff | Executive Vice President & Chief Information Officer | — | Male | — | Active |
John Doulamis | Senior Vice President & General Counsel | — | Male | — | Active |
First Trust Advisors LP lifted its stake in shares of Clarivate PLC (NYSE: CLVT) by 10.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,522,601 shares of the company's stock after acquiring an additional 516,418 shares during the quarter.
Clarivate NYSE: CLVT said during its earnings call that it expects organic recurring revenue and annualized contract value growth to improve in the second half of the year, citing renewal visibility, product momentum and a growing pipeline of AI-enabled offerings.
Clarivate Plc (CLVT) Q2 2026 Earnings Call Transcript
The headline numbers for Clarivate (CLVT) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Clarivate PLC (CLVT) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.18 per share a year ago.
