Constellation Software Q3 revenue rises but slightly misses estimates

Constellation Software

07/11/2025 22:11

Overview

Constellation Q3 2025 revenue grows 16%, slightly missing analyst expectations

Net income for Q3 2025 rises 28% yr/yr to $210 mln

Company completed acquisitions worth $415 mln, indicating strategic expansion

Outlook

Company did not provide specific guidance for future quarters or the full year in its press release

Result Drivers

ACQUISITIONS - Co attributes 16% revenue growth to acquisitions and currency adjustments

ORGANIC GROWTH - Co reports organic revenue growth in Q3 2025

CASH FLOW INCREASE - Co reports 33% increase in cash flows from operations, reflecting improved efficiency

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Miss*
$2.95 bln
$2.97 bln (6 Analysts)
Q3 EPS
$9.89
Q3 Net Income
$210 mln
Q3 Free Cash Flow
$529 mln
Q3 Operating Cash Flow
$685 mln


*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 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$5,490.00, about 38.2% above its November 6 closing price of C$3,392.88

The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 33 three months ago

Press Release: ID:nGNX76BLKy

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.)