Consensus Cloud Q1 revenue rises 1.5%, beats estimates

Consensus Cloud Solutions

07/05/2026 21:40

Overview

Digital cloud fax provider's Q1 revenue rose 1.5%, beating analyst expectations

Adjusted EPS and adjusted net income for Q1 beat analyst expectations

Company repurchased about 600,000 shares during the quarter

Outlook

Consensus Cloud Solutions sees Q2 2026 revenue between $87.9 mln and $91.9 mln

Company expects Q2 2026 adjusted EPS between $1.43 and $1.53

Consensus Cloud Solutions reaffirms full-year 2026 guidance

Result Drivers

CORPORATE CHANNEL GROWTH - Co said corporate business revenue rose 8.2%, its highest growth since Q4 2022

SOHO SEGMENT DECLINE - SoHo business revenue fell 9.5% year-over-year, though co said performance was ahead of expectations

LOWER INTEREST EXPENSE - Net income benefited from reduced interest expense due to debt repurchases and redemption

Company press release: ID:nBw9kvDxfa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$88.47 mln
$87.36 mln (5 Analysts)
Q1 Adjusted EPS
Beat
$1.52
$1.39 (5 Analysts)
Q1 EPS
$1.30
Q1 Adjusted Net Income
Beat
$28.93 mln
$24.31 mln (5 Analysts)
Q1 Net Income
$24.69 mln
Q1 Adjusted EBITDA
Beat
$47.89 mln
$45.52 mln (5 Analysts)
Q1 Adjusted EBITDA Margin
54.10%


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 $35.00, about 30.9% above its May 6 closing price of $26.73

The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 4 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.)