tiprankstipranks
Trending News
More News >
Climb Global Solutions, Inc. (CLMB)
NASDAQ:CLMB
US Market

Climb Global Solutions (CLMB) Earnings Dates, Call Summary & Reports

Compare
133 Followers

Earnings Data

Report Date
May 06, 2026
TBA (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
1.22
Last Year’s EPS
0.86
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 25, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a constructive growth and strategic-transformation story: top-line billings and net sales growth, strengthened liquidity and meaningful strategic wins (Fortinet, Darktrace) and an accretive regional acquisition (interworks.cloud). However, Q4 profitability metrics were weaker year-over-year (lower gross profit, adjusted EBITDA and adjusted net income) and effective margin compression and a temporary working capital increase were notable headwinds. Management is prioritizing reinvestment, operational efficiencies (including AI and ERP-driven automation) and M&A to restore leverage and margin expansion. On balance the call emphasized growth initiatives and a clear plan to address margin/efficiency pressures.
Company Guidance
Climb guided toward accelerating organic growth while reinvesting capital to drive operational efficiency (including building generative AI tools) and pursuing accretive M&A (management said they expect to do 1–2 deals in 2026), funding that strategy by suspending the quarterly dividend beginning Q1 2026; the company highlighted strong liquidity with $36.6 million of cash, only $200,000 of outstanding debt and no borrowings on a $50 million revolver, and said the recent interworks.cloud acquisition (9.4x adjusted EBITDA, >600 cloud resellers, Microsoft CSP footprint, ~86% EBITDA growth prior-year and a roughly $1M EBITDA starting point) will be immediately accretive to earnings and adjusted EBITDA and enable faster cross-sell, while new vendor wins like Fortinet (a ~$2.5 billion U.S. addressable market they target ~10% of, or roughly $250 million of gross billings, in ~18 months) and early Darktrace traction (70 partners transacted >$13 million in Q4) should meaningfully contribute to growth; Q4 context: gross billings $625.4M (+3%; distribution $602.3M +4%, solutions $23.1M), net sales $193.8M (+20%), gross profit $29.8M, SG&A $18.2M (2.9% of gross billings), net income $7.0M ($1.52 EPS), adjusted net income $7.0M ($1.53) vs prior $10.3M/$2.26, adjusted EBITDA $13.0M (effective margin 43.6% vs 51.5% prior), and working capital up $27.7M—all of which management says positions the company to deliver on its 2026 organic and inorganic objectives.
Gross Billings Growth
Q4 gross billings increased 3% to $625.4M from $605.0M a year ago; Distribution segment gross billings rose 4% to $602.3M while Solutions remained flat at $23.1M.
Net Sales Acceleration
Q4 net sales grew 20% year-over-year to $193.8M (from $161.8M), driven by product mix shifts and organic growth from new and existing vendors.
Cash Position and Low Leverage
Cash and cash equivalents increased ~23% to $36.6M (from $29.8M); only $200k outstanding debt and $0 drawn on a $50M revolver, supporting liquidity and strategic optionality.
Strategic Vendor Wins — Fortinet and Darktrace
Launched partnership with Fortinet (Dec) with management targeting a rapid ramp (management cited a potential 18-month path to material contribution; referenced a 10% capture of a $2.5B addressable U.S. market as a $250M gross-billings example). Darktrace: in its second full quarter, 70 partners transacted over $13M in Q4 with meaningful quoted pipeline.
Accretive Acquisition — interworks.cloud
Acquired interworks.cloud (Greece) — adds ~600 cloud resellers/MSPs, Microsoft CSP capabilities and a Southeastern Europe footprint; management expects the deal to be immediately accretive to earnings and adjusted EBITDA and to enable cross-sell/synergy opportunities.
Organic Growth Momentum (ex-large prior-year transaction)
CFO noted that excluding a large Q4 2024 transaction, recurring and organic growth remained in the high-teens year-over-year for Q4; management said the sales team replaced a $50–$60M Citrix gap over the last three quarters.
Active M&A and Reinvestment Strategy
Board suspended the quarterly dividend to retain capital for organic initiatives and accelerated M&A; management expects continued M&A activity (management indicated plans for 1–2 acquisitions in 2026) and emphasized a disciplined, accretive approach.

Climb Global Solutions (CLMB) 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

CLMB Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 06, 2026
2026 (Q1)
1.22 / -
0.86
Feb 25, 2026
2025 (Q4)
1.26 / 1.53
2.26-32.30% (-0.73)
Oct 29, 2025
2025 (Q3)
1.10 / 1.31
1.55-15.48% (-0.24)
Jul 30, 2025
2025 (Q2)
0.90 / 1.39
0.8367.47% (+0.56)
Apr 30, 2025
2025 (Q1)
0.89 / 0.86
0.643.33% (+0.26)
Mar 05, 2025
2024 (Q4)
1.12 / 2.26
1.1596.52% (+1.11)
Oct 30, 2024
2024 (Q3)
0.85 / 1.55
0.52198.08% (+1.03)
Aug 06, 2024
2024 (Q2)
0.48 / 0.83
0.7215.28% (+0.11)
May 01, 2024
2024 (Q1)
0.75 / 0.60
0.74-18.92% (-0.14)
Feb 28, 2024
2023 (Q4)
0.68 / 1.15
1.086.48% (+0.07)
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

CLMB Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 25, 2026
$92.99$90.03-3.18%
Oct 29, 2025
$133.25$122.56-8.02%
Jul 30, 2025
$101.23$117.64+16.21%
Apr 30, 2025
$104.92$100.15-4.55%
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 Climb Global Solutions, Inc. (CLMB) report earnings?
Climb Global Solutions, Inc. (CLMB) is schdueled to report earning on May 06, 2026, TBA (Confirmed).
    What is Climb Global Solutions, Inc. (CLMB) earnings time?
    Climb Global Solutions, Inc. (CLMB) earnings time is at May 06, 2026, TBA (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 CLMB EPS forecast?
          CLMB EPS forecast for the fiscal quarter 2026 (Q1) is 1.22.