National Research Corp (NRC)
NASDAQ:NRC
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Earnings Data
Report Date
Apr 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.25Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized meaningful progress across leading indicators (TRCV +8%, new sales +86%, highest retention in 7+ years), strong profitability (29% adjusted EBITDA margin) and clear product/organizational momentum (Rounding TRCV nearly doubled, AI initiatives, strategic hires). The primary negatives were a 4% full-year revenue decline and lingering impacts from elevated TRCV attrition in H2 2024 that created tough comps and pressured 2025 revenue. Management framed the revenue weakness as largely cyclical and expectant of recovery in 2026 as TRCV converts to recognized revenue. Overall, positive operational and financial fundamentals outweigh the near-term revenue drag.Company Guidance
TRCV Growth and Predictability
Total recurring contract value (TRCV) reached $144.1M, up 8% year-over-year and 2% sequentially, marking the fifth consecutive quarter of sequential TRCV growth; 99% of revenue is recurring, reinforcing revenue visibility and predictability.
New Sales Acceleration
Full-year new sales increased 86% year-over-year following a sales team reorganization and refined coverage model that drove larger, more strategic relationships.
Improved Retention and Customer Satisfaction
Achieved the highest gross dollar retention rate in more than 7 years and a Net Promoter Score of 68; served 74% of the top 100 U.S. health systems, reflecting strong customer trust and engagement.
Rounding and Enablement Momentum
Rounding (workflow-driven enablement solution) saw TRCV nearly double in 2025, signaling strong adoption of enablement solutions and meaningful cross-sell opportunities across customers.
Strong Profitability and Margin Discipline
Full-year adjusted EBITDA was $40.2M with a 29% margin; Q4 adjusted EBITDA was $8.7M. Adjusted net income for the year was $20.7M with adjusted EPS of $0.93, and Q4 adjusted EPS was $0.16, demonstrating maintained profitability despite revenue headwinds.
Product Innovation and AI Integration
Investments in product innovation and AI (comment summarization, AI-enabled service recovery, AI-powered listening beta for Rounding) aimed at improving insight-to-action velocity and expanding addressable market.
Leadership and Strategic Hires
Senior hire of David Burik to lead strategic insights and governance strategy, strengthening expertise in governance, system transformation and accelerating growth of Market Insights and Governance Institute offerings.
Capital Allocation and Cash Returns
Demonstrated free cash flow durability and a disciplined approach to capital allocation: returned capital via a $0.12 per share quarterly dividend and signaled opportunistic share repurchases while retaining flexibility for strategic M&A.
NRC 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
NRC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $21.70 | $17.46 | -19.54% |
Oct 27, 2025 | $11.22 | $13.02 | +16.03% |
Jul 28, 2025 | $13.57 | $12.91 | -4.84% |
Apr 28, 2025 | $10.48 | $11.47 | +9.50% |
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 National Research Corp (NRC) report earnings?
National Research Corp (NRC) is schdueled to report earning on Apr 28, 2026, After Close (Confirmed).
What is National Research Corp (NRC) earnings time?
National Research Corp (NRC) earnings time is at Apr 28, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is NRC EPS forecast?
Currently, no data Available