The accelerating Corporate channel growth (9.3%) and strong EPS beat reinforce the turnaround narrative. Watch for continued SoHo stabilization and whether the increased buyback authorization signals management's confidence in cash flow durability. The reaffirmed FY guidance suggests Q2 outperformance may be sustainable.
Price Chart
Executive Summary
Consensus Cloud Solutions reported Q2 2026 revenue of $91.4M (+4.1% YoY) and GAAP diluted EPS of $1.43, beating the $1.30 consensus by 10%. Corporate channel revenue accelerated to 9.3% growth, while the board increased the stock buyback authorization to $200M. Full-year 2026 guidance was reaffirmed.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $91.4M, up 4.1% YoY from $87.7M
- GAAP diluted EPS $1.43, up 33.6% YoY and 10% above $1.30 consensus
- Corporate channel revenue grew 9.3% YoY to $60.5M; SoHo declined 4.7% to $30.9M
- Adjusted EBITDA $48.3M (flat YoY); margin 52.9% vs 54.8%
- Free cash flow $25.5M, up 25.1% YoY
- Stock buyback authorization increased to $200M; $9.6M spent in Q2
- FY 2026 guidance reaffirmed: revenue $350-364M, Adj EBITDA $182-193M, Adj EPS $5.55-$5.95
- Q3 2026 guidance initiated: revenue $89.2-$93.2M, Adj EBITDA $45-$48M, Adj EPS $1.34-$1.44
Financial Impact
EPS beat of $0.13 (10%) on $1.30 consensus; revenue beat not quantifiable due to lack of consensus. Buyback increase adds $118M in remaining authorization.
Risk Factors
- SoHo revenue declined 4.7% YoY with monthly churn rising to 4.69%
- Adjusted EBITDA margin contracted 190bps to 52.9% due to hiring and marketing spend
- Unrealized gain on investments ($5.3M) boosted net income; core operating income actually declined 5.7% YoY to $36.8M
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001866633-26-000015 |
| Document: ccs-20260806.htm | 0001866633-26-000015 |
| Document: 0001866633-26-000015-index-headers.html | 0001866633-26-000015 |
| Document: 0001866633-26-000015-index.html | 0001866633-26-000015 |
| Document: 0001866633-26-000015.txt | 0001866633-26-000015 |
| 8-K Data (Synthetic) | 0001866633-26-000015 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 21d ago | 8-K | $36.35 $37.52 | ▲ +3.22% | ▲ +3.36% | $37.23 (+2.42%) |
Aug 6, 2026 11w ago | 8-K | $35.14 $39.07 | ▲ +11.18% | ▲ +10.79% | $37.23 (+5.95%) |
May 7, 2026 24w ago | 8-K | $28.29 $28.57 | ▲ +0.99% | ▼ −0.51% | $37.23 (+31.60%) |
Apr 24, 2026 26w ago | DEFA14A | $27.11 $27.65 | ▲ +1.99% | ▲ +1.59% | $37.23 (+37.33%) |
US Market Status
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