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Cannae (CNNE) investor relations material
Cannae Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary11 Aug, 2025
Executive summary
Significant progress on strategic plan to rebalance portfolio, invest opportunistically, and return capital to shareholders, with major management transition and substantial share repurchases.
Stock traded at a 26.6% discount to NAV, near the narrowest in three years, down from nearly 40% at plan announcement.
Sale of Dun & Bradstreet (D&B) approved and reclassified as discontinued operation, with $630M in cash proceeds anticipated and $68.1M impairment recorded.
$1.1B of public portfolio stakes sold or pending sale since February 2024, reducing public company asset exposure from 63% to 22%.
$414M returned to shareholders via buybacks and dividends since plan inception, with over 5.7M shares repurchased in Q2 2025.
Financial highlights
Q2 total operating revenue of $110.2M, down 6.6% year-over-year, with Restaurant Group revenues down 5.3% and lower restaurant and resort lot sales.
Net recognized losses of $76M in Q2, mainly from non-cash impairment of Alight investment; reported net loss attributable to common shareholders of $238.8M for Q2 2025.
Alight reported $528M in revenue (down 2% YoY), $1B net loss (including $983M goodwill impairment), and $127M adjusted EBITDA (up 21% YoY).
Walkins delivered mid-single digit net sales growth and high single digit EBITDA growth for the first six months of 2025.
Cash and cash equivalents at June 30, 2025 were $66.7M, down from $131.5M at year-end 2024.
Outlook and guidance
D&B sale expected to close in Q3 2025, with proceeds to be used for debt repayment and capital return.
Alight lowered full-year 2025 revenue guidance to a midpoint of $2.3B, but reaffirmed adjusted EBITDA guidance at a midpoint of $633M.
Walkins expects 2025 adjusted EBITDA of $20M, representing high single digit growth over 2024, and anticipates sales improvement in the latter half of the year.
Committed to invest an additional $25M in Black Knight Football Club in Q3 2025.
Ongoing assessment of capital allocation, including further share repurchases, debt reduction, and potential acquisitions.
What's the expected timeline for D&B sale closing?
What's driving Alight's revenue guidance decrease?
What's the long-term plan for restaurant brands?
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Q3 202511 Nov, 2025
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Frequently asked questions
Cannae Holdings Inc is a diversified holding company with investments in financial services, technology, and restaurant brands. The company focuses on acquiring and managing controlling and non-controlling interests in public and private businesses. It operates with an opportunistic investment strategy. The company is headquartered in Las Vegas, Nevada, and its shares are listed on the NYSE.
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