Consensus Cloud Solutions, Inc. (CCSI)

Consensus Cloud Solutions’ second fiscal quarter of 2026 featured revenue that topped consensus while adjusted EPS came in line, as the company reported results on August 6, 2026. Revenue rose 4.1% to about $91.4 million (up from roughly $87.7 million a year ago), with the largest segment, Small office home office (SoHo), generating about $30.9 million and declining 4.7% year over year; Point in time was roughly $0.4 million, down 32.3%. On profitability, gross margin was 80.0% and operating margin was 40.3%, alongside operating income of about $36.8 million. Net income increased 31.7% to roughly $27.4 million (up from about $20.8 million a year ago). Adjusted EPS was $1.49, up 2.1% from $1.46 a year ago; against consensus, EPS of $1.49 was in line with the $1.48 estimate (+0.7%), while revenue of $91.4 million topped the $89.6 million estimate (+1.9%). The company generated operating cash flow of about $33.3 million and repurchased roughly $9.8 million of stock. Consensus for the next period calls for EPS of $1.42 on revenue of $90.9 million.