Consensus Cloud Q2 revenue rises 4.1%, beats estimates

Consensus Cloud Solutions

06/08/2026 21:18

Overview
US digital cloud fax provider's Q2 revenue rose 4.1%, beating analyst expectations
Q2 adjusted net income and adjusted EBITDA both beat analyst expectations
Company increased stock buyback authorization to $200 mln, repurchased 300,000 shares in Q2

Outlook
Consensus Cloud reaffirms FY 2026 revenue guidance of $350 mln to $364 mln
Company expects Q3 2026 revenue between $89.2 mln and $93.2 mln
Consensus Cloud maintains FY 2026 adjusted EPS guidance of $5.55 to $5.95

Result Drivers
CORPORATE CHANNEL GROWTH - Co said corporate channel revenue grew over 9%, the strongest since Q4 2022
SOHO CHANNEL IMPROVEMENT - Co said SoHo channel showed meaningful improvement ahead of expectations, despite revenue decline
UNREALIZED INVESTMENT GAIN - Net income increase was primarily due to an unrealized gain on investments, per co

Company press release: ID:nBw7XClgba

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$91.36 mln
$89.63 mln (4 Analysts)
Q2 EPS
 
$1.43
 
Q2 Adjusted Net Income
Beat
$28.66 mln
$25.73 mln (4 Analysts)
Q2 Net Income
 
$27.37 mln
 
Q2 Adjusted EBITDA
Beat
$48.30 mln
$47.69 mln (4 Analysts)
Q2 Adjusted EBITDA Margin
 
52.90%
 

Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "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 $37.50, about 1.8% below its August 5 closing price of $38.17
The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 5 three months ago

Reuters Recommended Reads
Aug 3 - Backblaze Q2 revenue beats estimates; shares of the company were up about 13% in extended trading
Aug 4 - DigitalOcean Q2 profit beats estimates, lifts 2026 revenue outlook
Aug 6 - Canada's Open Text Q4 revenue beats estimates on license, cloud growth

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.)