Consensus Cloud beats Q2 adjusted EPS estimates; raises FY guidance

Consensus Cloud Solutions

07/08/2025 21:22

Overview

Consensus Cloud Q2 revenue rises 0.3% to $87.7 mln, beating analyst expectations, per LSEG data

Adjusted EPS for Q2 increases to $1.46, surpassing analyst estimates, per LSEG data

Company reaffirms full-year revenue and adjusted EBITDA guidance, raises adjusted EPS guidance

Outlook

Consensus reaffirms 2025 revenue guidance of $343 mln to $357 mln

Company raises 2025 adjusted EPS guidance to $5.25-$5.65

Consensus expects Q3 revenue between $85.9 mln and $89.9 mln

Company sees Q3 adjusted EBITDA between $44.4 mln and $47.4 mln

Result Drivers

CORPORATE REVENUE - Driven by strong usage, improved revenue retention, and new customer acquisition, per CEO Scott Turicchi

SOHO DECLINE - Planned decrease of 9.4% in SoHo revenue offset corporate growth

CREDIT FACILITY - $225 mln credit facility executed to retire senior notes due October 2026

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$87.72 mln
$86.30 mln (4 Analysts)
Q2 Adjusted EPS
Beat
$1.46
$1.34 (4 Analysts)
Q2 EPS
$1.07
Q2 Adjusted Net Income
Beat
$28.44 mln
$26.60 mln (3 Analysts)
Q2 Net Income
$20.78 mln
Q2 Adjusted EBITDA
Beat
$48.06 mln
$46.20 mln (4 Analysts)
Q2 Adjusted EBITDA Margin
54.8%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Consensus Cloud Solutions Inc is $32.00, about 37.1% above its August 6 closing price of $20.12

The stock recently traded at 4 times the next 12-month earnings vs. a P/E of 4 three months ago

Press Release: ID:nBw1Vt0b3a

(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.)