Key Highlights

  • Second-quarter 2026 Revenue was $91.4 million, up 4.1 per cent, with Net Income of $27.4 million and diluted EPS of $1.43.
  • The Debt repurchase programme has $77.4 million remaining and expires on 9 November 2026, while the share repurchase authorisation has $118.2 million remaining.
  • Third-quarter guidance calls for revenue of $89.2 million to $93.2 million, with the Earnings Call scheduled for 5 November 2026.

Second-quarter results

Consensus Cloud Solutions (NASDAQ:CCSI), the secure digital-fax and document-exchange provider, last reported on 6 August 2026. Second-quarter revenue was $91.4 million, up 4.1 per cent from $87.7 million. Corporate revenue rose 9.3 per cent, while SoHo revenue fell 4.7 per cent, which the company described as part of a strategic initiative.

Net income was $27.4 million, up 31.7 per cent, and Diluted Earnings per Share were $1.43, compared with $1.07. The company said net income was helped by an unrealised Investment gain, so the increase is not purely operational. Adjusted EPS, a non-GAAP measure that excludes some such items, was $1.49 against $1.46.

Margins and cash flow

Adjusted EBITDA was $48.3 million, roughly flat year on year, and its Margin was 52.9 per cent, compared with 54.8 per cent. Operating Cash Flow was $33.3 million and free cash flow was $25.5 million, both higher than a year earlier. Free cash flow was equivalent to about 53 per cent of adjusted EBITDA. Cash at the end of June was $98.9 million.

Chief executive Scott Turicchi said the quarter's achievements sustained the momentum of the past few quarters, and noted that the company accelerated hiring during the period. The adjusted EBITDA margin fell 1.9 percentage points over the same period.

Debt and Capital returns

Total long-term debt was about $555 million at 30 June 2026, including the current portion.

On equity, the company repurchased about 300,000 shares in the second quarter for $9.6 million. In August 2026 it increased its share repurchase authorisation to $200 million, with $118.2 million remaining. The two programmes draw on the same cash, and the company has not stated a preferred split in the material reviewed.

Guidance, not a result

The following are management estimates. For the third quarter of 2026, Consensus guided to revenue of $89.2 million to $93.2 million, adjusted EBITDA of $45.0 million to $48.0 million and adjusted EPS of $1.34 to $1.44. The midpoint of the revenue range, $91.2 million, is slightly below the second-quarter result of $91.4 million.

The company reaffirmed its full-year 2026 guidance of revenue of $350 million to $364 million, adjusted EBITDA of $182 million to $193 million and adjusted EPS of $5.55 to $5.95. Guidance is a forecast and actual outcomes may fall outside these ranges.

What to watch

The next dated event is the third-quarter earnings call, which a company release says will take place on 5 November 2026 at 5.00pm Eastern Time. Points to follow include whether Corporate revenue growth stays near 9 per cent, whether the SoHo decline continues, how the adjusted EBITDA margin compares with 52.9 per cent, and how much of the debt repurchase programme is used before it expires on 9 November.