Education
About Us
Working with TipRanks
Follow Us
Clarivate (CLVT)
NYSE:CLVT
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.15Last Year’s EPS
0.14Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed meaningful operational progress and clear positive momentum: the company hit its full-year guidance, improved recurring revenue mix and ACV trends, delivered >$1 billion adjusted EBITDA and $365 million of free cash flow, and outlined optimistic 2026 guidance (2-3% ACV growth, ~10% FCF growth). Management emphasized AI-driven product innovation and adoption (multiple product launches and user adoption metrics) and initiated a strategic review of the portfolio with a potential LS&H sale to accelerate value creation. Offsetting these positives are near-term top-line pressures from disposals and transactional wind-downs (expected revenue decline ~ $100M midpoint in 2026), modest organic revenue growth (flat overall), higher near-term operating expense/investment, and a multi-year turnaround required in parts of IP. On balance, the positives (cash generation, margin expansion potential, AI/product traction, and concrete capital-deployment actions) outweigh the negatives, supporting an optimistic outlook.Company Guidance
Achieved Full-Year Guidance and Improved Operational Momentum
Clarivate delivered on its initial full-year 2025 financial guide for the first time since 2019, citing improved execution across sales, product innovation and cost discipline that laid a foundation for 2026.
Organic ACV and Recurring Revenue Improvement
Nearly 2% organic ACV growth in 2025 (noted as the high end of the range) with approximately a 90 basis point year-over-year improvement; organic recurring revenue mix improved to 88% company-wide and to 93% in Academia & Government.
Strong Cash Flow and Profitability
Adjusted EBITDA exceeded $1.0 billion in 2025; free cash flow of $365 million (about 2% growth over prior year) with guidance for roughly $400 million in 2026 (about 10% growth). Q4 operating cash flow was $160 million and Q4 free cash flow was $89 million.
Revenue and Quarterly Results
Q4 revenue was $617 million and full-year revenue was $2.455 billion. Q4 adjusted diluted EPS was $0.20 (up $0.02 sequentially). Full-year adjusted diluted EPS guidance for 2026 is ~$0.75 (midpoint, ~9% growth).
AI-Led Product Innovation and Adoption
Launched 12 major products and AI-powered features in 2025. IP launched 5 GenAI products, A&G launched 10 AI assistants now used by over 4,000 institutions, Life Sciences has 11,000 active users on AI assistants/workflow agents, and new integrations (e.g., Nexus) extend proprietary content into public AI tools.
IP and Annuities Progress
Intellectual Property segment showed early signs of recovery: annuities revenue improved by 270 basis points year-over-year and new IP product launches (Derwent Patent search, Derwent Patent monitor, RiskMark) aim to accelerate adoption.
Capital Allocation and Balance Sheet Actions
Used FCF to repurchase $225 million of stock, called $200 million of bonds (final $100 million retired Jan 2026), retired $56 million (7%) of outstanding shares, maintained net leverage around ~4x, and signaled a 2026 tilt toward deleveraging while remaining opportunistic on buybacks.
Strategic Portfolio Review Initiated
Launched a formal sale process for the Life Sciences & Health (LS&H) segment with the stated objective of accelerating value creation, focusing the company on Academia & Government and IP, and strengthening the balance sheet if a transaction completes.
Margin and Guidance Improvement
Company expects adjusted EBITDA margin expansion to nearly 43% (midpoint of guidance) and indicated adjusted EBITDA growth in 2026 despite a lower revenue base due to disposals; management targets ~200 bps margin expansion at midpoint.
CLVT 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
CLVT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $1.68 | $2.35 | +39.88% |
Oct 29, 2025 | $3.64 | $3.49 | -4.12% |
Jul 30, 2025 | $4.23 | $4.05 | -4.26% |
Apr 29, 2025 | $3.59 | $4.21 | +17.27% |
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 Clarivate (CLVT) report earnings?
Clarivate (CLVT) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Clarivate (CLVT) earnings time?
Clarivate (CLVT) earnings time is at May 12, 2026, Before Open (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 CLVT EPS forecast?
CLVT EPS forecast for the fiscal quarter 2026 (Q1) is 0.15.