Consensus Cloud Solutions (NASDAQ:CCSI) Releases Quarterly Earnings Results, Beats Expectations By $0.09 EPS

Consensus Cloud Solutions (NASDAQ:CCSI) released its quarterly earnings data on Thursday. The company reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.41 by $0.09, FiscalAI reports. The business had revenue of $91.00 million during the quarter, compared to analyst estimates of $90.96 million. Consensus Cloud Solutions had a return on equity of 502.63% and a net margin of 26.69%. Consensus Cloud Solutions updated its Q4 2026 guidance to 1.480-1.580 EPS and its FY 2026 guidance to 6.000-6.100 EPS.

Here are the key takeaways from Consensus Cloud Solutions’ conference call:

• Q3 revenue rose 3.7% to $91 million, marking a sixth consecutive quarter of year-over-year growth. Corporate revenue grew 9.1% to a record $61.4 million, and net revenue retention improved to 104.5%.
• Management raised full-year adjusted EPS guidance to $6.00–$6.10 and narrowed revenue and adjusted EBITDA guidance to ranges above the midpoint of its initial outlook. Q4 midpoint guidance is $90.9 million in revenue and $1.53 in adjusted EPS.
• SOHO revenue declined 6% to $29.6 million, in line with expectations, as the company continues to manage the channel for cash generation rather than subscriber growth. Executives expect the rate of decline to ease in 2027, while corporate customers’ decisions and implementation timelines remain slower.
• Free cash flow was $38.6 million, down 13.2% year over year mainly due to the timing of tax and interest payments, but ahead of the company’s forecast; management expects approximately $106 million for full-year 2026. The company also repurchased $20.7 million of stock during the quarter.
• The VA rollout is on track to generate more than $9 million in 2026 revenue, and an early eFax Harmony customer reportedly cut patient triage time from as much as 40 days to an average of two. However, the healthcare solutions initiative is still in its early stages, with revenue contribution not expected until 2028.

Consensus Cloud Solutions Stock Performance

Shares of NASDAQ:CCSI traded up $6.68 during trading on Friday, reaching $43.15. 320,344 shares of the stock were exchanged, compared to its average volume of 102,888. The stock has a 50-day moving average price of $36.41 and a 200-day moving average price of $32.29. The firm has a market cap of $790.94 million, a PE ratio of 7.37 and a beta of 1.56. Consensus Cloud Solutions has a 12 month low of $20.20 and a 12 month high of $43.46. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 13.19.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. BTIG Research reaffirmed a “buy” rating and set a $50.00 price objective on shares of Consensus Cloud Solutions in a report on Friday, September 25th. Weiss Ratings restated a “hold (c+)” rating on shares of Consensus Cloud Solutions in a research report on Monday. Finally, Oppenheimer lifted their price objective on Consensus Cloud Solutions from $35.00 to $40.00 and gave the stock an “outperform” rating in a research report on Monday, August 10th. Two equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $45.00.

Insiders Place Their Bets

In other news, CTO Jeffrey Sullivan sold 5,400 shares of the company’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $37.70, for a total transaction of $203,580.00. Following the completion of the sale, the chief technology officer directly owned 114,968 shares in the company, valued at approximately $4,334,293.60. This represents a 4.49% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 3.65% of the stock is owned by company insiders.

Key Headlines Impacting Consensus Cloud Solutions

Here are the key news stories impacting Consensus Cloud Solutions this week:

• Positive Sentiment: CCSI reported third-quarter adjusted earnings of $1.50 per share, above analysts’ $1.41 estimate. Revenue of $91.0 million was roughly in line with expectations. Earnings results
• Positive Sentiment: The company raised its 2026 adjusted EPS guidance to $6.00–$6.10, above the cited analyst consensus of $5.69. Fourth-quarter EPS guidance of $1.48–$1.58 also exceeds the $1.42 consensus. Company earnings release and guidance
• Positive Sentiment: Management cited continued momentum in its corporate channel, which delivered more than 9% revenue growth for a second consecutive quarter, and said it repurchased about 550,000 shares during Q3. Company earnings release
• Neutral Sentiment: Full-year revenue guidance was narrowed to $360 million–$364 million, broadly in line with the $360.2 million consensus; the company also narrowed its adjusted EBITDA outlook. Company earnings release

About Consensus Cloud Solutions

Consensus Cloud Solutions, Inc provides secure cloud-based information delivery and communication solutions, with a primary focus on the healthcare industry. Its services are designed to help healthcare organizations, businesses and government entities exchange sensitive documents and data while supporting regulatory, privacy and security requirements.

The company’s offerings include cloud faxing, secure messaging, electronic document delivery and interoperability tools that connect healthcare providers, hospitals, laboratories, pharmacies and other organizations.