Stagwell Inc. (NASDAQ:STGW) Reports Results for the Three and Nine Months Ended September 30, 2026
Stagwell reported its largest quarter ever, with Q3 revenue of $816 million, up 10% year-over-year, and net revenue of $664 million, up 8%. Adjusted EBITDA rose 25% to $145 million and adjusted EPS grew 42% to $0.34, while GAAP net income declined to $18 million from $25 million a year ago. The Marketing Cloud net revenue grew 108% organically and Digital Transformation grew 23% organically; YTD operating cash flow jumped more than 400% to $152 million and net leverage improved to 2.7x.
Key figures
- Eps
- 0.07
- Revenue
- 816000000
- Guidance
- FY26 Adjusted EBITDA raised to $490M-$540M; Adjusted EPS raised to $1.07-$1.21; Total Net Revenue growth reiterated at 8-12%; FCF conversion reiterated at 50-60%
- Revenue Yoy
- 10%
- Ytd revenue
- 2306000000
- Net leverage
- 2.7x
- Q3 net revenue
- 664000000
- Adjusted eps q3
- 0.34
- Net revenue yoy
- 8%
- Ytd net revenue
- 1880000000
- Adjusted eps yoy
- 42%
- Adjusted ebitda q3
- 145000000
- Adjusted ebitda yoy
- 25%
- Net new business q3
- 168000000
- Ltm net new business
- 586000000
- Ytd operating cash flow
- 152000000
- Enterprise tech bookings ytd
- 59000000
- Organic net revenue growth q3
- 7%
- Marketing cloud net revenue q3
- 56000000
- Marketing cloud organic growth
- 108%
- Q3 ebitda margin on net revenue
- 22%
- Digital transformation net revenue q3
- 119000000
- Digital transformation organic growth
- 23%
AI analysis
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