Constellation Software (CSU) Q3 2026 earnings summary

Executive summary

• Q3 revenue was $3,512m, up 19% YoY; net income attributable to common shareholders was $212m, versus $210m, and diluted EPS was $10.01 versus $9.89.

• 9M revenue reached $10,027m, up 19% YoY; attributable net income was $853m versus $402m, and diluted EPS was $40.26 versus $18.96.

Financial highlights

• Q3 CFO increased 5% YoY to $717m; 9M CFO increased 8% to $2,092m.

• Q3 FCFA2S decreased 16% YoY to $443m; 9M FCFA2S increased 21% to $1,522m.

• Q3 consolidated net income was $243m versus $162m; 9M consolidated net income was $946m versus $420m.

Key financial ratios and metrics

• Organic revenue growth was 2% in Q3 and 4% for 9M; after adjusting for FX changes, growth was 2% and 1%, respectively.

• Diluted EPS was $10.01 in Q3 versus $9.89 YoY, and $40.26 for 9M versus $18.96.