EverCommerce (EVCM)
NASDAQ:EVCM
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Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.16Last Year’s EPS
0.04Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of clear operational progress—beating Q1 guidance midpoints, strong adjusted EBITDA margins, accelerating multi-solution adoption, and concrete AI-led customer outcomes—alongside modest top-line growth, increased operating investments, and a legacy payments drag. Management reiterated full-year guidance and emphasized AI-first monetization and back-half acceleration, indicating confidence in future growth while acknowledging near-term investment-driven pressure on margins and cash flow.Company Guidance
Quarterly Revenue Above Guidance Midpoint
Q1 2026 revenue of $147.5 million, +3.6% year-over-year, above the midpoint of guidance.
Strong Adjusted EBITDA and Margin
Q1 adjusted EBITDA of $40.7 million, representing a 27.6% adjusted EBITDA margin, exceeding the midpoint of guidance.
Pro Forma LTM Revenue and Margin
Pro forma trailing twelve months revenue roughly $596 million (adjusted for the ZyraTalk acquisition), +5.2% year-over-year, with an LTM adjusted EBITDA margin of ~29.7%.
Payments Scale and Growth in Top Solutions
Annualized total payments volume (TPV) of $12.9 billion. TPV in the top six solutions grew 19.8% year-over-year and now represents 35% of total TPV (up from 30% in 2025). Top-solution payments revenue grew 10% year-over-year and now represents over 46.5% of total payments revenue.
Multi-Solution Adoption Accelerating
301,000 customers enabled for more than one solution (+23% year-over-year) and ~131,000 customers actively utilizing more than one solution (+32% year-over-year). Multi-solution customers continue to generate net revenue retention (NRR) above 100% (company NRR = 95%).
Tangible AI-Driven Customer Outcomes
Service Fusion + ZyraTalk reduced technician mobilization from 24–48 hours to 4–6 hours (~60% efficiency gain in job management) and ZyraTalk booked over 30 jobs via AI interactions. EverHealth AI Scribe reduced clinical note time to ~10 minutes, saving ~1+ hour per day for a physician.
Liquidity, Deleveraging and Hedging
Ended Q1 with $129 million cash, $155 million undrawn revolver capacity (stepping down to $125 million in July 2026), $525 million debt outstanding and total net leverage of ~2.2x. $425 million of swaps hedged at a weighted average rate of 3.91%.
Cash Flow and Capital Returns
Q1 cash flow from continuing operations of $24.6 million (Q/Q $21.3M), levered free cash flow of $16.6 million (LTM levered FCF > $71M), adjusted unlevered free cash flow $25.3 million in the quarter and $121.6 million LTM. Repurchased ~1.3 million shares for $13.9 million in the quarter with ~$33.9 million remaining under a $300 million authorization.
Affirmed Full-Year and Q2 Guidance
Q2 2026 revenue guidance of $150.5M–$153.5M and adjusted EBITDA $41M–$43M. Full-year 2026 reiterated revenue guidance of $612M–$632M and adjusted EBITDA $183M–$191M.
EVCM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
EVCM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $11.79 | $11.97 | +1.53% |
Mar 12, 2026 | $12.05 | $10.05 | -16.60% |
Nov 06, 2025 | $11.59 | $9.35 | -19.33% |
Aug 06, 2025 | $10.27 | $11.28 | +9.83% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does EverCommerce (EVCM) report earnings?
EverCommerce (EVCM) is schdueled to report earning on Aug 10, 2026, After Close (Confirmed).
What is EverCommerce (EVCM) earnings time?
EverCommerce (EVCM) earnings time is at Aug 10, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EVCM EPS forecast?
EVCM EPS forecast for the fiscal quarter 2026 (Q2) is 0.16.