Consensus Cloud Solutions, Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Consensus Cloud Solutions reported Q2 2026 revenues of $91.4M (up $3.6M or 4.1% YoY), driven by 9.3% Corporate channel growth to $60.5M, partially offset by 4.7% SoHo decline to $30.9M. Net income surged 31.7% to $27.4M (margin 30.0% vs 23.7%), largely from a $5.3M unrealized gain on investments; Adjusted EBITDA flat at $48.3M. The Board increased the common stock repurchase program from $100M to $200M total authorization (effective August 2026), with $118.2M remaining; the company repurchased ~300k shares in Q2 for $9.6M cumulative YTD. Company reaffirmed FY 2026 guidance (revenue $350–364M, Adjusted EPS $5.55–5.95) and issued Q3 2026 guidance (revenue $89.2–93.2M, Adjusted EPS $1.34–1.44).
Why this rating
Modest revenue growth (4.1%), solid cash generation ($25.5M FCF), and expanded buyback reflect confidence; however, flat Adjusted EBITDA, SoHo channel decline, and reliance on investment gains limit magnitude relative to ~$425M market cap.
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