Clarivate Plc operates as a prominent information services and analytics firm, furnishing structured data and insights. Its core mission is to facilitate ...
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Est. EPS $0.18 · Revenue $566.77M · 2 analysts
Est. EPS $0.19 · Revenue $578.49M · 2 analysts
Est. EPS $0.74 · Revenue $2.32B · 1 analysts
Est. EPS $0.17 · Revenue $576.35M · 1 analysts
EPS $-0.15 · Revenue $593.70M
| 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). | $2.5B | -4.0% | +0.3% |
| 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. | $-201.1M | +68.4% | -568.2% |
| 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. | +66.0% | +0.1% | +1.8% |
| 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). | +2.9% | +127.0% | -760.9% |
| 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. | -8.2% | +67.1% | -566.1% |
| 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. | $365.3M | +2.2% | -44.2% |
| 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. | +14.9% | +6.4% | -44.4% |
| 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. | 92.5% | +3.5% | +3.7% |
| 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. | 0.84x | -3.8% | +0.2% |
| 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. | $11.1B | -3.7% | -4.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.30 vs 0.66 | -145.6% | -0.42 vs 0.18 | -337.1% |
| Revenue Surprise | $2.5B vs $2.4B | +0.5% | $587.3M vs $566.8M | +3.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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.
