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Constellation Software Earnings Calls
| Release date | May 12, 2026 |
| EPS estimate | $25.16 |
| EPS actual | $24.70 |
| EPS Surprise | -1.83% |
| Revenue estimate | 3.135B |
| Revenue actual | 3.181B |
| Revenue Surprise | 1.46% |
| Release date | Mar 09, 2026 |
| EPS estimate | $28.02 |
| EPS actual | $24.64 |
| EPS Surprise | -12.06% |
| Revenue estimate | 3.141B |
| Revenue actual | 3.177B |
| Revenue Surprise | 1.14% |
| Release date | Nov 07, 2025 |
| EPS estimate | $27.84 |
| EPS actual | $21.71 |
| EPS Surprise | -22.02% |
| Revenue estimate | 3.149B |
| Revenue actual | 2.915B |
| Revenue Surprise | -7.44% |
| Release date | Aug 08, 2025 |
| EPS estimate | $18.71 |
| EPS actual | $24.31 |
| EPS Surprise | 29.93% |
| Revenue estimate | 2.999B |
| Revenue actual | 2.843B |
| Revenue Surprise | -5.19% |
Last 4 Quarters for Constellation Software
Below you can see how CNSWF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 08, 2025 |
| Price on release | $3,356.55 |
| EPS estimate | $18.71 |
| EPS actual | $24.31 |
| EPS surprise | 29.93% |
| Date | Price |
|---|---|
| Aug 04, 2025 | $3,460.00 |
| Aug 05, 2025 | $3,455.20 |
| Aug 06, 2025 | $3,434.28 |
| Aug 07, 2025 | $3,384.02 |
| Aug 08, 2025 | $3,356.55 |
| Aug 11, 2025 | $3,517.42 |
| Aug 12, 2025 | $3,407.56 |
| Aug 13, 2025 | $3,272.98 |
| Aug 14, 2025 | $3,080.00 |
| 4 days before | -2.99% |
| 4 days after | -8.24% |
| On release day | 4.79% |
| Change in period | -10.98% |
| Release date | Nov 07, 2025 |
| Price on release | $2,410.00 |
| EPS estimate | $27.84 |
| EPS actual | $21.71 |
| EPS surprise | -22.02% |
| Date | Price |
|---|---|
| Nov 03, 2025 | $2,540.00 |
| Nov 04, 2025 | $2,484.98 |
| Nov 05, 2025 | $2,532.23 |
| Nov 06, 2025 | $2,409.99 |
| Nov 07, 2025 | $2,410.00 |
| Nov 10, 2025 | $2,355.00 |
| Nov 11, 2025 | $2,325.10 |
| Nov 12, 2025 | $2,400.19 |
| Nov 13, 2025 | $2,375.00 |
| 4 days before | -5.12% |
| 4 days after | -1.45% |
| On release day | -2.28% |
| Change in period | -6.50% |
| Release date | Mar 09, 2026 |
| Price on release | $2,193.89 |
| EPS estimate | $28.02 |
| EPS actual | $24.64 |
| EPS surprise | -12.06% |
| Date | Price |
|---|---|
| Mar 03, 2026 | $1,976.33 |
| Mar 04, 2026 | $1,950.52 |
| Mar 05, 2026 | $2,046.00 |
| Mar 06, 2026 | $2,181.99 |
| Mar 09, 2026 | $2,193.89 |
| Mar 10, 2026 | $2,165.00 |
| Mar 11, 2026 | $1,990.00 |
| Mar 12, 2026 | $1,913.71 |
| Mar 13, 2026 | $1,841.68 |
| 4 days before | 11.01% |
| 4 days after | -16.05% |
| On release day | -1.32% |
| Change in period | -6.81% |
| Release date | May 12, 2026 |
| Price on release | $1,755.00 |
| EPS estimate | $25.16 |
| EPS actual | $24.70 |
| EPS surprise | -1.83% |
| Date | Price |
|---|---|
| May 06, 2026 | $1,757.20 |
| May 07, 2026 | $1,885.00 |
| May 08, 2026 | $1,875.00 |
| May 11, 2026 | $1,774.00 |
| May 12, 2026 | $1,755.00 |
| May 13, 2026 | $1,795.00 |
| May 14, 2026 | $1,840.13 |
| May 15, 2026 | $1,900.00 |
| May 18, 2026 | $1,936.00 |
| 4 days before | -0.125% |
| 4 days after | 10.31% |
| On release day | 2.28% |
| Change in period | 10.18% |
Constellation Software Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Q1 margin headwinds: Payroll taxes, Synchronoss-related costs and a cohort of recent acquisitions were a notable drag on margins. Hardware margins and higher professional services / third-party maintenance costs also compressed margins modestly.
- M&A activity: Constellation remains active. Management sees private-market valuations largely steady (some softness at the high end only). The company is pursuing larger, more complex deals more frequently than in the past due to stronger in-house M&A talent, but valuation discipline remains central.
- PEM / minority investments: Management says the same hurdle rate applies to minority (PEM) deals as to full M&A, but modeling and price expectations differ. They are evaluating how to reflect pro rata cash flows from PEM investments in metrics presented to investors because current free-cash-flow-to-shareholders does not capture these returns.
- AI outlook: Management views AI as an opportunity to enhance productivity and expand customer penetration rather than an immediate existential threat. Impact will vary materially by vertical and by individual business; many customers are hesitant to change UI/UX quickly, so disruption is uneven.
- Compensation & retention: No changes to the executive bonus/share-buy approach despite market resets; management views current market as a buying opportunity.
- Governance / other items: Management will refrain from commenting publicly on Sabre beyond noting board-level representation. Leadership transition (Mark Miller as President) is proceeding with strong collaboration across operating groups.
- Operational focus: Management continues to emphasize improving organic growth across the portfolio and expects some of the initiatives (including AI-driven work) to take time to translate into revenue.
