Consensus Cloud Solutions, Inc. Reports Third Quarter 2026 Results; Releases Q4 2026 Guidance; Narrows Full Year 2026 Revenue and Adjusted EBITDA Guidance; Raises Full Year 2026 Adjusted Earnings Per Diluted Share Guidance
Consensus Cloud Solutions reported Q3 2026 revenue of $91.0 million, up 3.7% year-over-year, driven by 9.1% growth in the Corporate channel that outweighed a 6.0% SoHo decline tied to a strategic initiative. Adjusted EPS rose 8.7% to $1.50 while GAAP EPS was flat at $1.15; Adjusted EBITDA grew 2.7% to $47.6 million, but free cash flow fell 13.2% to $38.6 million on working capital changes. Management raised FY26 adjusted EPS guidance to $6.00-$6.10 from $5.55-$5.95 and narrowed revenue guidance to $360M-$364M, repurchased roughly 550,000 shares in the quarter, and amended its credit facility ahead of retiring the 6.5% Notes in 2027.
Key figures
- Eps
- 1.15
- Revenue
- 91003000
- Guidance
- Q4 2026: revenue $88.9M-$92.9M, Adj EBITDA $44.7M-$47.7M, Adj EPS $1.48-$1.58; FY26 updated: revenue $360M-$364M (narrowed from $350M-$364M), Adj EBITDA $188M-$192M (narrowed from $182M-$193M), Adj EPS raised to $6.00-$6.10 from $5.55-$5.95
- Revenue Yoy
- 3.7%
- Fcf
- 38569000
- Net income
- 21980000
- Adjusted eps
- 1.5
- Adjusted ebitda
- 47627000
- Net income margin
- 24.2%
- Soho monthly churn
- 4.78%
- Adjusted net income
- 28658000
- Operating cash flow
- 45602000
- Cash and equivalents
- 106700000
- Shares repurchased q3
- ~550,000
- Adjusted ebitda margin
- 52.3%
- Corporate monthly churn
- 3.87%
- Corporate revenue growth yoy
- 9.1%
AI analysis
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