Constellation Software (TSE:CSU)
TSX:CSU
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Earnings Data
Report Date
Aug 07, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
38.41Last Year’s EPS
35.1Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced positive operational and strategic execution (notably active M&A, stable organic growth, leadership cohesion, and proactive AI and PEM approaches) against near-term margin pressures (Q1 acquisition drag, lower hardware margins, payroll/Synchronoss costs and higher third-party spend). Management presented these margin impacts as largely expected/temporary and emphasized improvement plans, while reiterating disciplined capital deployment and a stable compensation policy.Company Guidance
Active M&A Momentum
Management reported a strong start to the year on the M&A front with multiple Q1 and Q2 transactions closed or pending (including Derbysoft). There were a couple of larger-than-typical deals (amounts not disclosed) plus many smaller acquisitions, and the company emphasized continued disciplined deployment of capital.
Organic Growth Stable
Organic growth for the quarter was in line with historical norms; management reiterated focus on improving organic growth but characterized the quarter as a 'pretty standard' quarter with expected organic performance.
Leadership and Operating Group Collaboration
Leadership transition (Mark Miller ~6 months in role) described positively — high engagement and increasing collaboration among operating group leaders, sharing best practices and coordinated work across businesses.
PEM (Minority Investment) Framework and Metric Review
PEM approach (introduced last quarter) uses the same hurdle rate as full acquisitions but with wider outcome weighting; management is evaluating reporting changes (e.g., including pro-rata cash flows) because traditional 'free cash flow available to shareholders' does not capture PEM economics.
Proactive AI Adoption and Strategic View
Management is actively using AI internally and views AI primarily as an opportunity to expand presence in customers (productivity/enhancement), while recognizing variation across verticals and caution around changing customer UIs; some businesses are already retooling to leverage AI.
Compensation Policy Stability
No changes to the bonus plan despite public market volatility; core management formulas unchanged and the company will continue share buybacks for employee purchase — signaling continuity in employee retention strategy.
TSE:CSU 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
TSE:CSU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | C$2405.00 | C$2467.53 | +2.60% |
Mar 09, 2026 | C$2961.62 | C$2973.27 | +0.39% |
Nov 07, 2025 | C$3382.39 | C$3301.59 | -2.39% |
Aug 08, 2025 | C$4593.88 | C$4795.49 | +4.39% |
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 (TSE:CSU) report earnings?
Constellation Software (TSE:CSU) is schdueled to report earning on Aug 07, 2026, After Close (Confirmed).
What is Constellation Software (TSE:CSU) earnings time?
Constellation Software (TSE:CSU) earnings time is at Aug 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 TSE:CSU EPS forecast?
TSE:CSU EPS forecast for the fiscal quarter 2026 (Q2) is 38.41.
