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Climb Global Solutions, Inc. (DE:PYA)
NASDAQ:PYA
Earnings Data
Report Date
May 06, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.03Last Year’s EPS
0.73Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
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
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.
DE:PYA 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
DE:PYA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | €82.50 | €74.00 | -10.30% |
Oct 29, 2025 | €114.82 | €113.82 | -0.87% |
Jul 30, 2025 | €86.73 | €102.68 | +18.39% |
Apr 30, 2025 | €92.56 | €88.08 | -4.84% |
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. (DE:PYA) report earnings?
Climb Global Solutions, Inc. (DE:PYA) is schdueled to report earning on May 06, 2026, TBA (Confirmed).
What is Climb Global Solutions, Inc. (DE:PYA) earnings time?
Climb Global Solutions, Inc. (DE:PYA) 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 the P/E ratio of Climb Global Solutions, Inc. stock?
The P/E ratio of Climb Global Solutions is N/A.
What is DE:PYA EPS forecast?
DE:PYA EPS forecast for the fiscal quarter 2026 (Q1) is 1.03.