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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Consensus Cloud Solutions
Consensus Cloud Solutions (CCSI) investor relations material
Consensus Cloud Solutions Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue grew 3.7% YoY to $91.0M, with Corporate growth offsetting a managed SoHo decline.
Adjusted EBITDA rose 2.7% to $47.6M and adjusted EPS increased 8.7% to $1.50; FY26 adjusted EPS guidance was raised.
A new $525M credit facility extended financing capacity ahead of the planned 2027 retirement of the 2028 Senior Notes.
Financial highlights
Q3 revenue was $91.0M versus $87.8M a year earlier; GAAP net income was $22.0M versus $22.1M.
Adjusted EBITDA was $47.6M, up 2.7%, with a 52.3% margin; adjusted net income rose 7.7% to $28.7M and adjusted EPS rose 8.7% to $1.50.
Free cash flow was $38.6M versus $44.4M, primarily reflecting timing of interest and tax payments and working-capital changes.
Nine-month revenue increased to $270.8M from $262.6M; net income rose to $74.0M from $64.0M, including a $5.3M unrealized investment gain.
Outlook and guidance
Q4 guidance: revenue $88.9M–$92.9M, adjusted EBITDA $44.7M–$47.7M and adjusted EPS $1.48–$1.58.
FY26 revenue guidance is $360M–$364M and adjusted EBITDA guidance is $188M–$192M; both ranges were narrowed to above the midpoint through the high end of initial guidance.
FY26 adjusted EPS guidance increased to $6.00–$6.10; the estimate assumes a 17%–19% effective tax rate and ~19.1M shares.
FY26 free cash flow is expected near $106M; Q4 tax-rate guidance is 11%–13%.
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Latest events from Consensus Cloud Solutions
- Q2 2026 revenue up 4.1%, net income up 31.7%, and buyback program expanded to $200M.CCSI
Q2 2026 - All proposals passed, directors elected, and no stockholder questions were received.CCSIAGM 2026
- Q1 2026 revenue up 1.5%, net income and cash flow rose, driven by Corporate growth.CCSIQ1 2026
- Board recommends approval of all four proposals, highlighting governance and ESG focus.CCSIProxy filing
- Virtual annual meeting to vote on directors, auditor, executive pay, and stock plan amendments.CCSIProxy filing
- Corporate growth, record cash flow, and buybacks drive strong results and positive 2026 outlook.CCSIQ4 2025
- Net income and margins rose in Q2 2024 despite lower revenue and continued SoHo weakness.CCSIQ2 2024
- Healthcare solutions and recurring revenue drive growth as FY2024 guidance is reaffirmed.CCSIGoldman Sachs 45th Annual Global Healthcare Conference
- Corporate growth, margin strength, and record free cash flow offset SoHo declines in 2024.CCSIQ4 2024
Next Consensus Cloud Solutions earnings date
Q4 202616 Feb, 2027
Consensus Cloud Solutions
Next Consensus Cloud Solutions earnings date
Q4 202616 Feb, 2027
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Frequently asked questions
Consensus Cloud Solutions Inc. provides secure digital cloud-based solutions for healthcare and enterprise industries, focusing on data exchange and interoperability. The company’s platform enables the secure exchange of documents, electronic signatures, and sensitive information, particularly in compliance-heavy environments like healthcare. Consensus Cloud Solutions offers services such as digital faxing, secure data exchange, and workflow automation, helping organizations streamline communication while maintaining regulatory compliance. The company is headquartered in Los Angeles, California, USA, and its shares are listed on the NASDAQ.