Every material Form 8-K Consensus Cloud Solutions, Inc. has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Consensus Cloud Solutions reported unaudited third-quarter 2026 revenue of $91.0 million, up 3.7%, and adjusted earnings per diluted share of $1.50, up 8.7%. GAAP net income was $22.0 million, down 0.5%, and GAAP diluted EPS was flat at $1.15. The company raised its full-year 2026 adjusted EPS guidance to $6.00-$6.10 and narrowed its revenue and adjusted EBITDA ranges.
Q3 2026 revenue was $91.0 million, up from $87.8 million in Q3 2025; the Corporate business rose 9.1%
Adjusted EPS rose to $1.50 from $1.38; GAAP diluted EPS was $1.15 in both periods
Full-year 2026 adjusted EPS guidance raised to $6.00-$6.10 from $5.55-$5.95; revenue guidance now $360 million-$364 million
Q3 free cash flow fell 13.2% to $38.6 million, mainly due to working capital changes
On September 30, 2026, Consensus Cloud Solutions entered an amended and restated credit agreement with U.S. Bank National Association as agent, providing a $225.0 million senior secured revolving facility and a $300.0 million senior secured delayed-draw term loan maturing September 30, 2031. The company expects to use the term loan proceeds to retire its 6.50% senior notes due 2028, of which about $348.2 million were outstanding as of September 30, 2026, and the filing says no amount had been drawn beyond transferring existing obligations. The agreement includes covenants that restrict dividends, certain restricted payments, liens, acquisitions and asset sales, which shareholders should weigh against the added debt.
Revolving facility of $225.0 million and delayed-draw term loan of $300.0 million, with final maturity on September 30, 2031
Term loan may be drawn until October 15, 2028, and prepaid or repaid amounts cannot be reborrowed
Company expects to use term loan proceeds to retire the 6.50% senior notes due 2028 on or about October 15, 2027, when they become redeemable at 100% of principal plus accrued interest
Interest at base rate or SOFR plus a margin tied to total net leverage, with SOFR loans at 1.75%-2.50%; covenants restrict dividends and certain other actions
Consensus Cloud Solutions reported second-quarter 2026 unaudited results with revenue of $91.4 million, up 4.1%, and GAAP net income of $27.4 million, up 31.7%, which the company attributed mainly to an unrealized investment gain. The company reaffirmed its full-year 2026 guidance, released third-quarter guidance, and raised its total stock buyback authorization to $200 million, which matters to shareholders because it sets out the company's outlook and a larger capacity to repurchase shares.
Q2 2026 revenue was $91.4 million versus $87.7 million in Q2 2025; Corporate revenue rose 9.3% while SoHo revenue fell 4.7%.
GAAP diluted EPS was $1.43 versus $1.07; adjusted diluted EPS was $1.49 versus $1.46, and adjusted EBITDA was $48.3 million, roughly flat.
Full-year 2026 revenue guidance is $350.0 million to $364.0 million; Q3 2026 revenue guidance is $89.2 million to $93.2 million.
The Board increased the share repurchase authorization to $200.0 million in August 2026; the company repurchased about 300,000 shares in Q2.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Consensus Cloud Solutions, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →