Consensus Cloud Solutions (CCSI) Q2 2026 earnings summary

Executive summary

• Q2 2026 revenue rose 4.1% year-over-year to $91.4 million, driven by 9.3% growth in the Corporate segment and a slower 4.7% decline in SoHo revenue.

• Net income increased 31.7% to $27.4 million, with diluted EPS up to $1.43 and net income margin improving to 30%.

• Free cash flow grew 25.1% year-over-year to $25.5 million, with $98.9 million in cash at quarter-end.

• Strategic initiatives included the formation of a Healthcare Strategy and Solutions Group and the acquisition of doc.health/Dock Health to expand non-fax healthcare solutions.

• The share repurchase program was expanded to $200 million, with $118 million remaining and 3 million shares repurchased to date.

Financial highlights

• Corporate revenue reached $60.5 million, up 9.3% year-over-year, with ARPA at $305 and customer base up 9.4% to 67,000.

• SoHo revenue was $30.9 million, declining 4.7% year-over-year, with ARPA at $16.06 and 637,000 accounts.

• Adjusted EBITDA was $48.3 million (52.9% margin), and adjusted net income was $28.7 million.

• Adjusted EPS rose to $1.49, aided by share repurchases.

• Gross margin was 80%, and net margin was 30%.

Outlook and guidance

• FY 2026 revenue guidance reaffirmed at $350–$364 million, with adjusted EBITDA of $182–$193 million and adjusted EPS of $5.55–$5.95.

• Q3 2026 guidance: revenue $89.2–$93.2 million, adjusted EBITDA $45–$48 million, adjusted EPS $1.34–$1.44.

• doc.health acquisition expected to contribute $1 million in revenue and a $0.6 million negative EBITDA impact for the year.

• Management expects continued organic and inorganic growth, with capital allocated to reinvestment and opportunistic acquisitions.