CCSI Consensus Cloud Solutions, Inc.
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
Actionable Insight
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. Consider accumulating on dips.
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
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 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 7, 2026
4w ago
|
8-K
| $28.29 $33.69 | ▲ +19.09% | ▲ +15.95% | $34.58 (+22.22%) |
|
Apr 24, 2026
6w ago
|
DEFA14A
| $27.11 $29.64 | ▲ +9.33% | ▲ +4.38% | $34.58 (+27.54%) |
US Market Status
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