Consensus Cloud Solutions, Inc. operates globally, delivering essential information services through its proprietary software-as-a-service (SaaS) platform. The company offers a comprehensive array ...
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Est. EPS $1.44 · Revenue $90.94M · 3 analysts
Est. EPS $1.50 · Revenue $90.36M · 3 analysts
Est. EPS $5.95 · Revenue $361.13M · 3 analysts
Est. EPS $1.54 · Revenue $92.06M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $349.7M | -0.2% | +3.3% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $84.5M | -5.5% | +10.9% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +79.8% | -0.4% | -1.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +43.0% | +0.8% | -5.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +24.2% | -5.3% | +7.4% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $105.9M | +19.9% | -33.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +30.3% | +20.1% | -35.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 4214.4% | +651.6% | -47.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.79x | +90.2% | +5.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $663.8M | +10.2% | +2.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 4.35 vs 5.51 | -21.1% | 1.43 vs 1.44 | -0.5% |
| Revenue Surprise | $349.7M vs $349.3M | +0.1% | $91.4M vs $90.9M | +0.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 22, 2026 | Hecker Johannes Rolf Peter | officer: Chief Revenue Officer & EVP | Common Stock | D | 307 | $38.77 |
| Aug 22, 2026 | Aubee Vithya | officer: Chief Legal Officer | Common Stock | D | 127 | $38.77 |
| Aug 12, 2026 | Sullivan Jeffrey Alan | officer: Chief Technology Officer | Common Stock | D | 5,400 | $37.70 |
| Jun 29, 2026 | Aubee Vithya | officer: Chief Legal Officer | Common Stock | A | 3,500 | — |
| Jun 29, 2026 | Aubee Vithya | officer: Chief Legal Officer | Common Stock | D | 2,122 | $38.26 |
Operator: Good day, ladies and gentlemen, and welcome to Consensus Q2 2026 Earnings Call. My name is Paul, and I will be the operator assisting you today. [Operator Instructions] On this call from Consensus will be Scott Turicchi, CEO; Kip Killpack, Vice President of Finance; Johnny Hecker, CRO and Executive Vice President of Operations; and Adam Varon, CFO. I will now turn the call over to Kip Killpack, Vice President of Finance at Consensus. Thank you. You may begin. Kip Killpack: Good afternoon, and welcome to the Consensus investor call to discuss our Q2 2026 financial results, other key information and our Q3 2026 quarterly guidance. Joining me today are Scott Turicchi, CEO; Johnny Hecker, CRO and EVP, Operations; and Adam Varon, CFO. The earnings call will begin with Scott providing opening remarks. Johnny will give an update on operational progress since our Q1 2026 investor call, then Adam will provide Q2 2026 financial results and our Q3 2026 guidance range. After we finish our prepared remarks, we will conduct a Q&A session. At that time, the operator will instruct you on the procedures for asking a question. Before we begin our prepared remarks, allow me to direct you to our forward-looking statements and risk factors on Slide 2 of our investor presentation. As you know, this call and the webcast will include forward-looking statements. Such statements may involve risks and uncertainties that would cause actual results to differ materially from the anticipated results. Some of these risks and uncertainties include, but are not limited to, the risk factors that we have disclosed in our regulatory filings, including our annual 10-K and quarterly 10-Q SEC filings. Now let me turn the call over to Scott for his opening remarks. R. Turicchi: Thank you, Kip. We had excellent financial results in Q2, continuing our acceleration of total revenue growth with meaningful contributions from each channel of revenue. In addition, this was the third consecutive quarter that we had year-over-year growth in the following key financial metrics: consolidated revenue, adjusted EBITDA, adjusted non-GAAP EPS and free cash flow. Our revenue growth was driven by the continuing improvement in our corporate channel, which reinforces both the necessity and value proposition of our solutions. We exceeded our revenue objective with corporate revenue posting a 9.3% growth over Q2 2025 ahead of our forecast. This success was driven by record strong usage, increased revenue retention, new customer acquisition and contribution from our advanced products. In addition, eFax Protect had record sign-ups, which is a continuing trend each quarter. In addition, at the VA, we continue to see more facilities come online, generating a record level of usage. All of these factors contributed to the stellar year-over-year growth for our corporate channel. SoHo revenue was also ahead of our expectations and had the slowest rate of decline since we began the shift of our marketing …
BlackRock Inc. acquired a new position in shares of Consensus Cloud Solutions, Inc. (NASDAQ: CCSI) in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 1,380,763 shares of the company's stock, valued at approximately $52,676,000. BlackRock Inc. owned about 7.50% of Consensus Cloud Solutions at
Consensus Cloud Solutions, Inc. (NASDAQ: CCSI - Get Free Report) shares rose 8.5% during trading on Monday after Oppenheimer raised their price target on the stock from $35.00 to $40.00. Oppenheimer currently has an outperform rating on the stock. Consensus Cloud Solutions traded as high as $38.40 and last traded at $38.1140. 12,848 shares changed hands
Consensus Cloud Solutions, Inc. (CCSI) Q2 2026 Earnings Call Transcript
Consensus Cloud Solutions, Inc. (CCSI) came out with quarterly earnings of $1.49 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $1.46 per share a year ago.
Consensus Cloud Solutions NASDAQ: CCSI reported second-quarter 2026 results marked by accelerating corporate revenue growth, higher free cash flow and continued investment in healthcare-focused products and sales capabilities.
