Constellation Software Q2 revenue misses estimates

Constellation Software

08/08/2025 22:10

Overview

Constellation Q2 revenue rises 15% to $2.84 bln, missing analyst estimates

Net income falls 68% to $56 mln, $2.66 per diluted share

Cash flows from operations increase 63% to $433 mln, Free cash flow available to shareholders rises 20% to $220 mln

Result Drivers

ACQUISITIONS - Revenue growth driven by acquisitions, contributing significantly to the 15% increase in Q2 revenue

ORGANIC GROWTH - Company reported 5% organic growth, with foreign exchange adjustments adding 4%

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$2.84 bln
$2.87 bln (6 Analysts)
Q2 EPS
$2.66
Q2 Net Income
$56 mln
Q2 Free Cash Flow
$220 mln
Q2 Operating Cash Flow
$433 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "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 Constellation Software Inc is C$5,550.00, about 16.2% above its August 7 closing price of C$4,650.01

The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 36 three months ago

Press Release: ID:nGNXgbChq

(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.)