Blackbaud, Inc. (BLKB)

Blackbaud topped EPS expectations while revenue came in line for the second fiscal quarter of 2026, results it reported July 29, 2026. Adjusted EPS of $1.33 topped the $1.23 estimate (+8.1%), while revenue of $290.6 million was in line with the $292.2 million estimate (-0.6%); on a year-over-year basis, revenue rose 3% to roughly $290.6 million from about $282.0 million. Profitability metrics were steady alongside that modest top-line growth, with gross margin at ~61% on gross profit of about $178.2 million and operating margin at roughly 21% with operating income of around $62.0 million. Net income climbed ~34% year over year to roughly $35.4 million, up from about $26.5 million a year ago. By geography, the United Kingdom contributed about $37.0 million of revenue (up ~10% YoY), while Other countries grew ~18% to roughly $19.6 million. The company generated operating cash flow of about $40.4 million during the quarter. For the next period, consensus calls for EPS of $1.32 on revenue of $293.9 million.