BLACKBAUD INC — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 38/100
What the filing says
Blackbaud reported Q2 2026 revenue of $290.6M (up 3.0% YoY), with non-GAAP adjusted EBITDA of $110.3M and non-GAAP diluted EPS of $1.33 (up $0.11). The company reaffirmed FY2026 guidance and expects to finish in the upper half of ranges: $1.173–1.179B revenue, $430–438M adjusted EBITDA, $5.15–5.25 EPS, and $280–290M free cash flow. YTD H1 2026 net income reached $66.5M; the company repurchased 6% of outstanding shares YTD and has $850M remaining in its authorization, expecting 6–10% total repurchases in 2026.
Why this rating
Modest 3% revenue growth; solid cash generation and guided to upper range of guidance. Routine quarterly beat; no material M&A, strategy shift, or crisis. Share buybacks (~$112M YTD) represent ~6.6% of market cap, ordinary capital allocation.
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