Consensus Cloud Solutions slightly beats Q3 revenue  estimates

Consensus Cloud Solutions

05/11/2025 21:11

Overview

Consensus Q3 revenue stable at $87.7 mln, slightly beating analyst expectations

Adjusted EPS for Q3 2025 beats analyst estimates

Adjusted EBITDA for Q3 2025 slightly beats analyst estimates

Company retires $200 mln of 6% Notes due 2026 using new credit facility

Outlook

Consensus Cloud Solutions forecasts Q4 2025 revenue between $84.9 mln and $88.9 mln

Company expects Q4 2025 adjusted EBITDA between $43.1 mln and $46.0 mln

Consensus Cloud Solutions projects Q4 2025 adjusted EPS between $1.27 and $1.37

Result Drivers

CORPORATE REVENUE GROWTH - Corporate channel revenue increased by 6.1%, offsetting declines in the SoHo segment

STRONG CASH FLOW - Net cash provided by operating activities increased significantly, driven by higher income after excluding noncash items

FOREIGN EXCHANGE IMPACT - Net income growth attributed to favorable foreign exchange gains

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Beat*
$87.77 mln
$87.57 mln (5 Analysts)
Q3 Adjusted EPS
Beat
$1.38
$1.36 (5 Analysts)
Q3 EPS
$1.15
Q3 Adjusted Net Income
Beat
$26.62 mln
$24.62 mln (5 Analysts)
Q3 Net Income
$22.09 mln
Q3 Adjusted EBITDA
Slight Beat*
$46.36 mln
$46.19 mln (5 Analysts)
Q3 Adjusted EBITDA Margin
52.80%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

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 10.3% above its November 4 closing price of $28.70

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

Press Release: ID:nBw1QQHBja

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