Stagwell beats Q2 revenue estimates, lifts FY adjusted EPS outlook

Stagwell

30/07/2026 12:24

Overview
US marketing services firm's Q2 revenue rose 11% yr/yr, beating analyst expectations
Q2 adjusted EPS grew 39% to $0.25, beating analyst expectations
Company raised full-year 2026 adjusted EPS guidance

Outlook
Stagwell raises full-year 2026 adjusted EPS guidance to $1.03-$1.17
Company reiterates 2026 net revenue growth forecast of 8%-12%
Stagwell maintains 2026 adjusted EBITDA forecast of $475 mln-$525 mln

Result Drivers
DIGITAL TRANSFORMATION - Digital Transformation segment organic net revenue grew 18% yr/yr, driving overall growth
NEW BUSINESS WINS - Record net new business of $171 mln in Q2 contributed to revenue growth
COST MANAGEMENT - Company said proactive cost controls supported 15% yr/yr growth in adjusted EBITDA

Company press release: ID:nACSZGgrba

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$786 mln
$754.58 mln (8 Analysts)
Q2 Adjusted EPS
Beat
$0.25
$0.19 (7 Analysts)
Q2 Loss Per Share
 
$0.03
 
Q2 Net Loss
 
$8 mln
 
Q2 Adjusted EBITDA
Beat
$109 mln
$98.23 mln (8 Analysts)
Q2 Adjusted EBITDA Margin
 
17.00%
 
Q2 Revenue Growth
 
11.00%
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the advertising & marketing peer group is "buy"
Wall Street's median 12-month price target for Stagwell Inc is $8.00, about 1% below its July 29 closing price of $8.08
The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 6 three months ago

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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.)