Clarivate Q4 revenue and EPS beat expectations, helped by subscription growth

CLARIVATE

24/02/2026 11:09

Overview

Global intelligence provider's Q4 revenue and adjusted EPS beat analyst expectations

Company pursuing sale of Life Sciences & Healthcare business; is engaged in active talks with interested parties

Q4 adjusted EBITDA beat analyst estimates

Outlook

Clarivate forecasts 2026 revenue between $2.30 bln and $2.42 bln

Company expects 2026 adjusted EBITDA between $980 mln and $1.04 bln

Clarivate anticipates 2026 free cash flow of $365 mln to $435 mln

Result Drivers

SUBSCRIPTION GROWTH - Clarivate's focus on subscription-based services led to a 1.0% organic growth in Q4 subscription revenues, driven by new sales, improved retention, and pricing actions

STRATEGIC DIVESTITURES - Revenue decline in Q4 was impacted by divestitures and disposals in Academia & Government and Life Sciences & Healthcare segments

COST MANAGEMENT - Improved net income in Q4 attributed to diligent cost management and strategic focus on recurring revenue streams

Company press release: ID:nPreWmhlla

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$617 mln
$604.84 mln (7 Analysts)
Q4 Adjusted EPS
Beat
$0.20
$0.17 (9 Analysts)
Q4 Adjusted Net Income
Beat
$129.70 mln
$108.24 mln (5 Analysts)
Q4 Net Income
$3.10 mln
Q4 Adjusted EBITDA
Beat
$254.60 mln
$249.32 mln (7 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 6 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the professional information services peer group is "buy."

Wall Street's median 12-month price target for Clarivate PLC is $4.00, about 138.1% above its February 23 closing price of $1.68

The stock recently traded at 3 times the next 12-month earnings vs. a P/E of 5 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)