Overview

• Digital cloud fax provider's Q1 revenue rose 1.5%, beating analyst expectations

• Adjusted EPS and adjusted net income for Q1 beat analyst expectations

• Company repurchased about 600,000 shares during the quarter

Outlook

• Consensus Cloud Solutions sees Q2 2026 revenue between $87.9 mln and $91.9 mln

• Company expects Q2 2026 adjusted EPS between $1.43 and $1.53

• Consensus Cloud Solutions reaffirms full-year 2026 guidance

Result Drivers

• CORPORATE CHANNEL GROWTH - Co said corporate business revenue rose 8.2%, its highest growth since Q4 2022

• SOHO SEGMENT DECLINE - SoHo business revenue fell 9.5% year-over-year, though co said performance was ahead of expectations

• LOWER INTEREST EXPENSE - Net income benefited from reduced interest expense due to debt repurchases and redemption

Company press release: ID:nBw9kvDxfa

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q1 Revenue	Beat	$88.47 mln	$87.36 mln (5 Analysts)
Q1 Adjusted EPS	Beat	$1.52	$1.39 (5 Analysts)
Q1 EPS		$1.30
Q1 Adjusted Net Income	Beat	$28.93 mln	$24.31 mln (5 Analysts)
Q1 Net Income		$24.69 mln
Q1 Adjusted EBITDA	Beat	$47.89 mln	$45.52 mln (5 Analysts)
Q1 Adjusted EBITDA Margin		54.10%

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the software peer group is "buy"

• Wall Street's median 12-month price target for Consensus Cloud Solutions Inc is $35.00, about 30.9% above its May 6 closing price of $26.73

• The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 4 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.