The earnings call reflects a very positive outlook for Blackbaud, with strong growth in revenue, profitability, and customer acquisition, alongside strategic investments in innovation. Although there are some concerns about transactional revenue volatility and the impact of the Everfi divestiture, the company has demonstrated resilience and strategic foresight by raising its guidance for the full year.

Company Guidance -

Q3 2025

During Blackbaud's Second Quarter 2025 Earnings Call, the company provided a robust financial outlook, highlighting their significant growth and profitability improvements since 2020. They achieved a record Rule of 45 in Q2, driven by a revenue of $281 million, marking a 6.8% organic growth year-over-year. Their adjusted EBITDA margin increased to 38.5%, reflecting a 300 basis point improvement, while non-GAAP diluted EPS rose by 12% to $1.21. Despite the absence of EVERFI adjustments, Blackbaud's strategic focus on acquiring new customers, innovation, and operational efficiency has reinforced their market leadership in the social impact sector. The company has increased its full-year guidance, projecting revenue between $1.120 billion and $1.130 billion, with EBITDA margins expected to range between 35.4% and 36.2%. They also anticipate non-GAAP EPS of $4.30 to $4.50 and adjusted free cash flow guidance of $190 million to $200 million. Blackbaud aims for mid-single-digit organic revenue growth, with EBITDA growth exceeding revenue growth, and continues to prioritize AI investments and operational discipline to drive shareholder value.

Record-Breaking Rule of 45 Performance

Achieved the highest quarterly Rule of 45 in the company's history, demonstrating strong growth and profitability.

Strong Revenue Growth

Generated $281 million in revenue, representing 6.8% organic growth year-over-year.

Increased EBITDA Margin

Reported an adjusted EBITDA margin of 38.5%, up nearly 300 basis points year-over-year.

Successful New Customer Acquisitions

Secured new customers including a large youth development organization, SunnyBrook Foundation, and California Polytechnic State University, highlighting momentum in various verticals.

AI and Innovation Investments

Continued investment in AI and innovation with new product developments like predictive AI and Blackbaud copilot, aiming to enhance customer effectiveness.

Raising Guidance

Increased full-year guidance across all metrics, including revenue, EBITDA, EPS, and free cash flow.

Blackbaud (BLKB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

BLKB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	1.07 / -	0.99	―	―	―
Jul 30, 2025	2025 (Q2)	1.06 / 1.21	1.08	12.04% (+0.13)
Apr 30, 2025	2025 (Q1)	0.90 / 0.96	0.93	3.23% (+0.03)
Feb 18, 2025	2024 (Q4)	1.06 / 1.08	1.14	-5.26% (-0.06)
Oct 30, 2024	2024 (Q3)	1.06 / 0.99	1.12	-11.61% (-0.13)
Jul 30, 2024	2024 (Q2)	1.04 / 1.08	0.98	10.20% (+0.10)
Apr 30, 2024	2024 (Q1)	0.89 / 0.93	0.72	29.17% (+0.21)
Feb 12, 2024	2023 (Q4)	1.05 / 1.14	0.68	67.65% (+0.46)
Oct 31, 2023	2023 (Q3)	0.97 / 1.12	0.69	62.32% (+0.43)
Aug 01, 2023	2023 (Q2)	0.93 / 0.98	0.75	30.67% (+0.23)

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

BLKB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$64.50	$71.61	+11.02%
Apr 30, 2025	$64.06	$60.54	-5.49%
Feb 18, 2025	$79.88	$70.96	-11.17%
Oct 30, 2024	$87.48	$74.29	-15.08%

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 Blackbaud (BLKB) report earnings?

Blackbaud (BLKB) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Blackbaud (BLKB) earnings time?

Blackbaud (BLKB) earnings time is at Oct 29, 2025, 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 BLKB EPS forecast?

BLKB EPS forecast for the fiscal quarter 2025 (Q3) is 1.07.

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