EverCommerce (EVCM) investor relations material

Executive summary

• Revenue for Q2 2026 grew 2.7% year-over-year to $152.0 million, with net income from continuing operations up 69% to $9.7 million and adjusted EBITDA of $44.5 million, exceeding guidance.

• Leadership transitioned from Eric Remer to Alex Goor as CEO, effective August 6th, 2026.

• The company completed the sale of its marketing technology solutions business and acquired ZyraTalk, an AI-powered customer engagement platform.

• Strong expansion in cross-sell, with multi-solution customer base up 20% and active multi-solution users up 26% year-over-year.

• Continued investment in AI-powered workflows, onboarding automation, and multi-solution adoption to drive future growth.

Financial highlights

• Q2 2026 revenue was $152.0 million, up 2.7% year-over-year; adjusted EBITDA margin was 29.3%.

• Adjusted gross profit for the quarter was $119.5 million, with an adjusted gross margin of 78.6%.

• Pro forma LTM revenue was $599.0 million, up 3.7% year-over-year; LTM adjusted EBITDA margin was 29.4%.

• Cash and cash equivalents stood at $133.5 million as of June 30, 2026; levered free cash flow for Q2 was $19.5 million.

• Operating income for Q2 2026 was $17.5 million, up from $15.8 million in Q2 2025; net income from continuing operations was $9.7 million.

Outlook and guidance

• Q3 2026 revenue expected between $151.5 million and $154.5 million; adjusted EBITDA between $44 million and $46 million.

• Full-year 2026 revenue guidance is $612 million to $632 million; adjusted EBITDA guidance is $183 million to $191 million, with results expected at the lower end of ranges.

• Growth expected to accelerate in Q4 due to improved customer acquisition, pricing actions, and retention.

• Management expects continued investment in product development and sales to support growth.

• Liquidity and cash flow expected to cover operational and capital needs for at least the next twelve months.