The Q1 beat and reaffirmed guidance support a positive near-term outlook, especially given the accelerating corporate segment. Monitor Q2 results for sustained corporate momentum and SoHo stabilization. The aggressive buyback program provides a floor for EPS.
Price Chart
Executive Summary
Consensus Cloud Solutions reported Q1 2026 revenue of $88.5M (up 1.5% YoY), GAAP diluted EPS of $1.30 (up 21.5% YoY), beating the Street consensus of $1.22 by ~6.6%. The company reaffirmed full-year 2026 guidance and issued Q2 2026 guidance largely in line with expectations. Corporate channel strength (+8.2% YoY) offset continued SoHo declines (-9.5%), while aggressive share repurchases (~600k shares) boosted per-share metrics.
Key Financial Metrics
Key Facts
- Q1 2026 revenue of $88.5M, up 1.5% YoY from $87.1M
- GAAP diluted EPS of $1.30 vs $1.07 YoY, up 21.5%
- Adjusted diluted EPS of $1.52 vs $1.37 YoY, up 10.9%
- Corporate revenue grew 8.2% YoY; SoHo revenue declined 9.5%
- Full-year 2026 guidance reaffirmed: revenue $350M-$364M, adjusted EPS $5.55-$5.95
- Q2 2026 guidance: revenue $87.9M-$91.9M, adjusted EPS $1.43-$1.53
- Repurchased approximately 600,000 shares in Q1 2026 for $17.0M
- Free cash flow improved to $38.5M from $33.7M YoY
Financial Impact
Modest beat on revenue and EPS, with per-share growth amplified by buybacks; guidance reaffirmed
Risk Factors
- Continued SoHo revenue erosion and potential for faster-than-expected declines
- High leverage (long-term debt of $550M vs market cap $492M) constrains flexibility
- Reaffirmed guidance implies only modest H2 acceleration; any miss would reverse sentiment
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001866633-26-000009 |
| Document: ccs-20260507.htm | 0001866633-26-000009 |
| Document: 0001866633-26-000009-index-headers.html | 0001866633-26-000009 |
| Document: 0001866633-26-000009-index.html | 0001866633-26-000009 |
| Document: 0001866633-26-000009.txt | 0001866633-26-000009 |
| 8-K Data (Synthetic) | 0001866633-26-000009 |
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% | $36.67 (+0.88%) |
Aug 6, 2026 11w ago | 8-K | $35.14 $39.07 | ▲ +11.18% | ▲ +10.79% | $36.67 (+4.35%) |
May 7, 2026 24w ago | 8-K | $28.29 $28.57 | ▲ +0.99% | ▼ −0.51% | $36.67 (+29.62%) |
Apr 24, 2026 26w ago | DEFA14A | $27.11 $27.65 | ▲ +1.99% | ▲ +1.59% | $36.67 (+35.26%) |
US Market Status
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