Constellation Software (CNSWF)
OTHER OTC:CNSWF
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Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
25.16Last Year’s EPS
24.31Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted meaningful progress on AI upskilling (thousands trained), disciplined capital deployment (over $800M of deals, new PEMS strategy) and steady maintenance organic growth (~5% FX-adjusted), while also acknowledging limited near-term AI monetization, modest total organic growth (~2%–3%), and specific integration challenges (Altera). Management emphasized long-term positioning and a cautious, decentralized approach to AI and capital allocation.Company Guidance
AI Upskilling and Adoption
Company spent 2025 upskilling thousands of developers in AI-augmented coding, running AI accelerator programs (e.g., Denver event with 19 businesses) and plans to move hundreds of teams through similar programs; management reports productivity returns are real and growing.
Maintenance (Recurring) Organic Growth
FX-adjusted maintenance/recurring organic growth of ~5% for the year, which management describes as consistent with prior years and a durable baseline for future organic growth.
Total Organic Growth
Total organic growth reported in the quarter of approximately 2%–3%, described as in line with prior years.
Active M&A Start to Year
Exited the start of the year with over $800 million in closed and pending deals, including larger-than-typical transactions such as Synchronoss; M&A pipeline remains active.
New Capital Deployment Strategy (PEMS)
Introduced Permanent Engaged Minority Shareholder (PEMS) strategy to deploy larger amounts of capital via long-term minority investments; first meaningful expression is the Sabre investment and the approach includes board engagement and governance focus.
Disciplined M&A and Risk Modeling
Maintains disciplined acquisition modeling and deal scoring; added an explicit AI lens to assess downside disruption risk and upside potential, and piloting AI tools to rank prospects.
No Immediate Margin Push — Reinvestment Focus
Productivity gains from AI are being prioritized to accelerate product roadmaps and deepen customer solutions rather than to drive immediate margin expansion.
CNSWF 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
CNSWF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 09, 2026 | $2178.00 | $2192.62 | +0.67% |
Nov 07, 2025 | $2407.60 | $2357.65 | -2.07% |
Aug 08, 2025 | $3340.97 | $3512.79 | +5.14% |
May 12, 2025 | $3649.25 | $3535.32 | -3.12% |
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 Constellation Software (CNSWF) report earnings?
Constellation Software (CNSWF) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Constellation Software (CNSWF) earnings time?
Constellation Software (CNSWF) earnings time is at May 12, 2026, 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 CNSWF EPS forecast?
CNSWF EPS forecast for the fiscal quarter 2026 (Q1) is 25.16.
