Overview

* Consensus Q3 revenue stable at $87.7 mln, slightly beating analyst expectations

* Adjusted EPS for Q3 2025 beats analyst estimates

* Adjusted EBITDA for Q3 2025 slightly beats analyst estimates

* Company retires $200 mln of 6% Notes due 2026 using new credit facility

Outlook

* Consensus Cloud Solutions forecasts Q4 2025 revenue between $84.9 mln and $88.9 mln

* Company expects Q4 2025 adjusted EBITDA between $43.1 mln and $46.0 mln

* Consensus Cloud Solutions projects Q4 2025 adjusted EPS between $1.27 and $1.37

Result Drivers

* CORPORATE REVENUE GROWTH - Corporate channel revenue increased by 6.1%, offsetting declines in the SoHo segment

* STRONG CASH FLOW - Net cash provided by operating activities increased significantly, driven by higher income after excluding noncash items

* FOREIGN EXCHANGE IMPACT - Net income growth attributed to favorable foreign exchange gains

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Slight $87.77 $87.57

Revenue Beat* mln mln (5

Analysts

)

Q3 Beat $1.38 $1.36 (5

Adjusted Analysts

EPS )

Q3 EPS $1.15

Q3 Beat $26.62 $24.62

Adjusted mln mln (5

Net Analysts

Income )

Q3 Net $22.09

Income mln

Q3 Slight $46.36 $46.19

Adjusted Beat* mln mln (5

EBITDA Analysts

)

Q3 52.80%

Adjusted

EBITDA

Margin

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"

* The average consensus recommendation for the software peer group is "buy"

* Wall Street's median 12-month price target for Consensus Cloud Solutions Inc ( CCSI ) is $32.00, about 10.3% above its November 4 closing price of $28.70

* The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 4 three months ago

Press Release:

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(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.)