The quarter was in-line with expectations and the guidance raise was minimal. Focus on the conference call for updates on AI adoption trends and large-insurer deal momentum. The stock has a history of modest post-earnings moves; near-term direction likely hinges on any surprise commentary rather than the reported numbers.
Price Chart
Executive Summary
CCC reported Q2 2026 revenue of $285.9M (+9.8% YoY, in-line with $284.1M consensus) and adjusted EPS of $0.10 (matching consensus). Full-year revenue guidance was slightly raised to $1.158B-$1.164B from $1.155B-$1.163B. The quarter was solid but unconvincing, with decelerating revenue growth from Q1's 12% and only a modest EBITDA beat.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $285.9M, +9.8% YoY, in-line with $284.1M consensus
- GAAP net income $20.8M ($0.04 diluted), adjusted net income $61.3M ($0.10 diluted) — in-line with Street consensus of $0.10
- Adjusted EBITDA $115.5M (+6.8% YoY), margin 40% vs 42% a year ago
- Free cash flow $82.4M, up from $27.4M in Q2 2025
- Cash and equivalents $115.9M, total debt $1.27B as of June 30, 2026
- Q3 2026 revenue guidance: $289.5M-$291.5M; full-year guidance raised to $1.158B-$1.164B from $1.155B-$1.163B
Financial Impact
Revenue beat by $1.8M (0.6% vs consensus), EPS in-line; guidance raised by ~$2M at midpoint — negligible impact
Risk Factors
- Revenue growth decelerating from 12% in Q1 to 9.8% in Q2 — trend bears watching
- Adjusted EBITDA margin compressed 200bps YoY to 40%
- Heavy debt load ($1.27B) limits financial flexibility
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-324886 |
| Document: ccc-20260730.htm | 0001193125-26-324886 |
| Document: 0001193125-26-324886-index-headers.html | 0001193125-26-324886 |
| Document: 0001193125-26-324886-index.html | 0001193125-26-324886 |
| Document: 0001193125-26-324886.txt | 0001193125-26-324886 |
| 8-K Data (Synthetic) | 0001193125-26-324886 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 13, 2026 7w ago | Institutional Cluster | $7.12 $6.89 | ▲ +3.23% | ▲ +1.48% | $6.56 (+7.87%) |
Jul 30, 2026 9w ago | 8-K | $6.06 $7.60 | ▲ +25.41% | ▲ +21.45% | $6.56 (+8.25%) |
Jun 12, 2026 16w ago | Institutional Cluster | $4.60 $5.92 | ▲ +28.70% | ▲ +26.92% | $6.56 (+42.61%) |
Apr 9, 2026 25w ago | Press Release | $5.33 $5.12 | ▼ −3.94% | ▼ −11.51% | $6.56 (+23.08%) |
Apr 7, 2026 25w ago | DEFA14A | $5.96 $5.34 | ▼ −10.40% | ▼ −20.18% | $6.56 (+10.07%) |
Feb 24, 2026 31w ago | 8-K | $6.34 $5.97 | ▼ −5.84% | ▼ −0.60% | $6.56 (+3.47%) |
US Market Status
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