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Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Blackbaud (BLKB) investor relations material
Blackbaud Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Q3 2025 delivered strong non-GAAP organic revenue growth of 5.2% and non-GAAP EPS growth of 11%, with significant margin expansion and robust free cash flow, driven by operational discipline, innovation, and AI product launches.
Market leadership was maintained with over 40,000 customers, a diversified recurring revenue model, and 90%+ retention rates, supported by a five-point operating plan and major AI-driven product enhancements.
The EVERFI divestiture impacted year-over-year revenue comparisons, but operational efficiencies and cost reductions led to higher income from operations and improved gross margin.
New logo wins, cross-sell momentum, and multi-year contracts contributed to growth, with transactional recurring revenue streams showing strong performance.
Recognized for workplace innovation and responsibility, including a top-20 ranking on Fast Company's 2025 Best Workplaces for Innovators list.
Financial highlights
Q3 2025 GAAP revenue was $281.1M (down 1.9% YoY due to EVERFI divestiture), but non-GAAP organic revenue grew 5.2% to $286.6M; adjusted EBITDA margin improved to 35.4% (up 220 bps YoY); non-GAAP EPS was $1.10 (up 11% YoY); free cash flow reached $125M (up 28% YoY).
Gross margin improved to 59.6% in Q3 2025 from 54.9% in Q3 2024; non-GAAP gross margin was 63.0%.
Share repurchases totaled over 5% of common stock YTD, with $514M remaining under the $800M authorization.
Leverage ratio reduced to 2.4x in Q3 2025, down from 2.9x in Q1.
Net income for Q3 2025 was $47.5M, up from $18.3M in Q3 2024; diluted EPS was $0.98 versus $0.35 last year.
Outlook and guidance
2025 full-year guidance: GAAP revenue $1.120B–$1.130B (approx. 5% organic growth at midpoint), non-GAAP EPS $4.30–$4.50 (11% YoY growth at midpoint), adjusted EBITDA margin 35.4%–36.2%, and adjusted free cash flow $195M–$205M.
Double-digit non-GAAP EPS growth targeted for 2026 and beyond, with continued margin and free cash flow expansion.
Share repurchases expected to total 5.2%–7.0% of outstanding shares in 2025, with similar activity planned for 2026.
OBBBA tax law changes expected to reduce cash taxes through 2027.
Weighted average diluted share count expected at 48.5M–49.5M for 2025.
How do AI investments widen the competitive moat?
What is the balance between debt reduction and share repurchases?
What caused the prior period accounting revision?
Agentic AI revenue contribution outlook?
When will new logos increase customer count?
What drives long-term gross margin expansion?
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Frequently asked questions
Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, corporations, education institutions, healthcare organizations, and other charitable giving entities to help them realize their missions. Blackbaud, Inc. was founded in 1981 and is headquartered in Charleston, South Carolina.
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