Clarivate (CLVT)
NYSE:CLVT
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.18Last Year’s EPS
0.18Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of constructive operational and financial progress alongside material near-term headwinds. Highlights include margin expansion (adjusted EBITDA margin up ~200 bps to 41%), improved subscription mix (roughly 88%–89%), strengthened renewal discipline (+100 bps), AI-driven product adoption and efficiency gains, debt reduction actions and a reaffirmed full-year guidance with anticipated free cash flow growth to ~$400M. Offsetting these positives are modest organic growth rates (organic ACV 1.6%), Q1 free cash flow down $31M, transactional revenue softness, planned revenue reductions from disposals (~$100–130M), first-half timing pressure in patent renewals, and a potentially large cash tax increase disclosed in the call, which introduces meaningful near-term cash risk and uncertainty. Overall, the improvement trajectory and margin/cash generation outlook are encouraging, but the modest growth rates and several notable risks keep the picture balanced.Company Guidance
Quarterly Revenue
Q1 revenue of $586 million, supported by continued VCP progress and favorable FX; management reaffirmed full-year revenue guidance (midpoint revenue expected ~$2.36 billion after planned disposals).
Organic and Subscription Growth
Organic ACV growth of 1.6% in Q1 and subscription organic revenue growth of 1.7%, reflecting increasing adoption of subscription-based solutions and improved revenue quality.
Margin Expansion and Profitability (Adjusted)
Adjusted EBITDA of $241 million representing a 41% margin in Q1, an improvement of almost 200 basis points year-over-year; company expects adjusted EBITDA margin to approach ~43% at the midpoint of full-year guidance.
Adjusted EPS Improvement
Adjusted diluted EPS increased nearly 30% year-over-year (up $0.04) to $0.18 in Q1, driven by higher adjusted EBITDA, lower interest and tax expense, and a lower share count from prior repurchases.
Free Cash Flow and Cash Generation Outlook
Q1 free cash flow was approximately $79 million; management expects full-year free cash flow of about $400 million (roughly +10% year-over-year at the midpoint) and reiterated plan to prioritize debt reduction with generated cash.
Debt Reduction and Capital Allocation
Redeemed $143 million of debt during the quarter (redeemed remaining $100M of near-term bonds and repurchased $43M of 2028/2029 bonds at ~10% blended discount); plan to retire secured notes before July 2028 and reduce net leverage from ~4x to ~2.5x over time.
Value Creation Plan Momentum
Fifth consecutive quarter of improved performance under the Value Creation Plan (VCP): subscription mix increased to ~88%–89%, renewal rates improved ~100 basis points, increased product adoption and sales effectiveness cited as drivers of progress.
AI Product Adoption and Efficiency Gains
Management reported AI-driven customer benefits (library workflow automation reducing 30%–60% of manual repetitive work and in some cases doubling to quadrupling throughput); 400+ institutions using academic AI solutions and >10k Life Sciences users of AI innovations.
Notable Customer Wins & Product Innovations
Key wins include a multi-product institutional deal in China (Spire University), a top-20 global pharma win for DRG Fusion, a six-figure OpEx subscription with a biotech, and a major USPTO trademark analytics contract; product launches include brand image search and Nexus Connect.
Portfolio Rationalization Progress
Company is actively pursuing sale of the Life Sciences & Health business to sharpen focus and concentrate capital on higher-return areas; disposals expected to reduce revenue but also reduce operating costs materially (> $100M reduction expected).
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 |
|---|---|---|---|
Apr 29, 2026 | $2.51 | $2.86 | +13.94% |
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% |
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 Jul 30, 2026, Before Open (Confirmed).
What is Clarivate (CLVT) earnings time?
Clarivate (CLVT) earnings time is at Jul 30, 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 (Q2) is 0.18.