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EverCommerce (EVCM)
NASDAQ:EVCM
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.15Last Year’s EPS
-0.04Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated solid operational and financial progress: mid-single-digit revenue growth, strong adjusted EBITDA margins (~29–31%), favorable liquidity and deleveraging (net leverage ~2.2x), meaningful AI product traction (EverHealth Scribe satisfaction 99.1%, documentation time savings, no-show reductions), and improving cross-sell metrics (multi-solution customers +26% enabled, +32% active). Near-term headwinds include modest declines in some payments revenue segments, a decrease in levered free cash flow driven by strategic investments and capitalized software, flat Q4 adjusted EBITDA YoY, and expected seasonality with a Q1 step-down. Overall, the highlights around AI momentum, margin expansion, TPV growth, and cross-sell progress materially outweigh the manageable lowlights tied to cash flow timing, portfolio mix in payments, and one-time transition costs.Company Guidance
Q4 Revenue Growth
Total reported revenue for Q4 2025 was $151.2M, up 5.2% year-over-year and above the midpoint of guidance; subscription and transaction revenue was $144.1M.
Adjusted EBITDA and Margin Outperformance
Q4 adjusted EBITDA was $44.2M with a 29.2% adjusted EBITDA margin, beating the top end of guidance; company has expanded adjusted EBITDA margin by ~470 basis points since 2023.
Pro Forma LTM Revenue and Margin
Pro forma last twelve months (LTM) revenue was $591.7M, up 6.4% year-over-year, with an LTM adjusted EBITDA margin of 30.7%.
Payments Volume and Mix Momentum
Annualized total payments volume (TPV) expanded to $13B. Top six solutions' TPV grew 17.4% year-over-year and now represent 36% of total TPV; comp solution payment revenue grew 5.9% year-over-year and now represents >45% of payment revenue.
Cross-Sell and Multi-Solution Adoption
Customers enabled for >1 solution increased to 286,000, up 26% year-over-year; active multi-solution customers reached ~121,000, up 32% year-over-year. Multi-solution customers continue to deliver NRR above 100% and overall LTM net revenue retention was 96%.
AI Product Traction — EverHealth Scribe
EverHealth Scribe achieved a 99.1% satisfaction rate in beta and delivered average documentation time savings of ~8 minutes per patient; a waitlist of hundreds of providers expressed willingness to pay at GA release.
AI No-Show Predictor Impact
No-show predictor rolled out to >675 providers, producing a ~60% reduction in patient no-show rates and ~ $1,000 of additional revenue capture per provider per month reported for customers using the tool.
Strategic AI & Platform Investments
Acquisition of ZyraTalk provides a voice/agent interaction foundation; company is building native agentic AI features across verticals (EverPro, EverHealth) and positioning AI as an accelerator for customer ARPU and operations.
Capital Allocation and Liquidity
Repurchased 2.5M shares in Q4 for $24.8M and deployed nearly $85M of capital in 2025 to repurchase 8.2M shares; ended Q4 with $130M cash and $155M undrawn revolver capacity; total debt outstanding $527M with net leverage ~2.2x and interest-rate swaps hedging $425M at a weighted average rate of 3.91%.
FY2026 Guidance and Margin Outlook
Full-year 2026 revenue guidance of $612M–$632M (implying mid-single-digit growth vs. LTM pro forma) and adjusted EBITDA guidance of $183M–$191M, implying continued margin expansion with expected adjusted EBITDA margins around or above 30% for the year.
EVCM 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
EVCM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 12, 2026 | $12.05 | $10.05 | -16.60% |
Nov 06, 2025 | $11.59 | $9.35 | -19.33% |
Aug 06, 2025 | $10.27 | $11.28 | +9.83% |
May 08, 2025 | $10.35 | $11.00 | +6.28% |
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 EverCommerce (EVCM) report earnings?
EverCommerce (EVCM) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is EverCommerce (EVCM) earnings time?
EverCommerce (EVCM) earnings time is at May 07, 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 EVCM EPS forecast?
EVCM EPS forecast for the fiscal quarter 2026 (Q1) is 0.15.