Consensus Cloud Solutions, Inc. (CCSI)
Nasdaq · Services-Prepackaged Software · Services · CIK 1866633 · fiscal year ends in Dec
Closing price $37.68 on 29 Oct 2026; 52-week range $20.24 to $39.85.
Key figures
The last twelve months reported, with the latest price and balance sheet.
- Revenue, last twelve months
- $354.7M
- Revenue growth
- 1.5%
- Net income, last twelve months
- $94.7M
- Earnings per share
- $4.94
- Gross margin
- 80.2%
- Operating margin
- 41.8%
- Net margin
- 26.7%
- Free cash flow
- $115.7M
- Return on equity
- 227.7%
- Market value
- $691.2M
- Price to earnings
- 7.6x
- Cash
- $98.9M
- Debt
- $555.3M
- Debt to equity
- 13.36
- Shares outstanding
- 18.3M
Financial statements
Revenue, profit and cash flow by fiscal year, each year linked to its annual report.
| Fiscal year | Year end | Revenue | Operating income | Net income | EPS | Free cash flow | Filing |
|---|---|---|---|---|---|---|---|
| FY2025 | 31 Dec 2025 | $349.7M | $150.2M | $84.5M | $4.35 | $105.9M | 10-K filed 13 Feb 2026 |
| FY2024 | 31 Dec 2024 | $350.4M | $149.4M | $89.4M | $4.62 | $88.3M | 10-K filed 20 Feb 2025 |
| FY2023 | 31 Dec 2023 | $362.6M | $147.2M | $77.3M | $3.94 | $77.7M | 10-K filed 28 Feb 2024 |
| FY2022 | 31 Dec 2022 | $362.4M | $151.9M | $72.7M | $3.64 | $53.1M | 10-K filed 31 Mar 2023 |
| FY2021 | 31 Dec 2021 | $352.7M | $175.1M | $109.0M | $5.44 | $200.7M | 10-K filed 15 Apr 2022 |
By quarter
| Quarter | Quarter end | Revenue | Net income | EPS |
|---|---|---|---|---|
| Q2 FY2026 | 30 Jun 2026 | $91.4M | $27.4M | $1.43 |
| Q1 FY2026 | 31 Mar 2026 | $88.5M | $24.7M | $1.30 |
| Q4 FY2025 | 31 Dec 2025 | $87.1M | $20.5M | $1.06 |
| Q3 FY2025 | 30 Sep 2025 | $87.8M | $22.1M | $1.15 |
| Q2 FY2025 | 30 Jun 2025 | $87.7M | $20.8M | $1.07 |
| Q1 FY2025 | 31 Mar 2025 | $87.1M | $21.2M | $1.07 |
| Q4 FY2024 | 31 Dec 2024 | $87.0M | $18.1M | $0.92 |
| Q3 FY2024 | 30 Sep 2024 | $87.8M | $21.1M | $1.09 |
Revenue by segment
As the company reports it in the segment note of its annual report.
By product, FY2025
| Segment | Revenue | Share |
|---|---|---|
| Corporate | $222.7M | 63.7% |
| Small office home office (“SoHo”) | $127.0M | 36.3% |
| Other | $12.0K | 0.0% |
Company events
The newest 8-K filings of 43 held.
| Filed | Form | Event | Items |
|---|---|---|---|
| 5 Oct 2026 | 8-K | Material agreement, New debt | 1.01, 2.03 |
| 6 Aug 2026 | 8-K | Results | 2.02 |
| 10 Jun 2026 | 8-K | Shareholder vote | 5.07 |
| 7 May 2026 | 8-K | Results | 2.02 |
| 1 Apr 2026 | 8-K | Leadership change | 5.02 |
| 10 Feb 2026 | 8-K | Results, Leadership change | 2.02, 5.02, 9.01 |
| 5 Nov 2025 | 8-K | Results | 2.02, 9.01 |
| 15 Oct 2025 | 8-K | Other events | 8.01 |
| 7 Aug 2025 | 8-K | Results | 2.02, 9.01 |
| 14 Jul 2025 | 8-K | Material agreement, New debt | 1.01, 2.03 |
| 11 Jun 2025 | 8-K | Shareholder vote | 5.07 |
| 7 May 2025 | 8-K | Results | 2.02, 9.01 |
Every filing
The newest filings with the SEC of 111 held.
| Filed | Form | Period |
|---|---|---|
| 5 Oct 2026 | 8-K | 30 Sep 2026 |
| 7 Aug 2026 | 10-Q | 30 Jun 2026 |
| 6 Aug 2026 | 8-K | 6 Aug 2026 |
| 10 Jun 2026 | 8-K | 10 Jun 2026 |
| 8 May 2026 | 10-Q | 31 Mar 2026 |
| 7 May 2026 | 8-K | 7 May 2026 |
| 24 Apr 2026 | ARS | 31 Dec 2025 |
| 24 Apr 2026 | DEFA14A | – |
| 24 Apr 2026 | DEF 14A | 10 Jun 2026 |
| 1 Apr 2026 | 8-K | 1 Apr 2026 |
| 13 Feb 2026 | 10-K | 31 Dec 2025 |
| 10 Feb 2026 | 8-K | 9 Feb 2026 |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months.
| Traded | Insider | Type | Shares | Price | Value | Held after | Form 4 |
|---|---|---|---|---|---|---|---|
| 12 Aug 2026 | Sullivan Jeffrey Alan, Chief Technology Officer | Sale outside a trading plan | 5,400 | $37.70 | $203.6K | 114,968 | 14 Aug 2026 |
| 2 Jun 2026 | Healy Elaine, Director | Sale outside a trading plan | 4,000 | $34.27 | $137.1K | 27,658 | 4 Jun 2026 |
| 19 Nov 2025 | Healy Elaine, Director | Sale outside a trading plan | 1,000 | $20.50 | $20.5K | 22,820 | 21 Nov 2025 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| Filed | Seller | Shares | Value | Planned sale |
|---|---|---|---|---|
| 12 Aug 2026 | JEFFREY SULLIVAN, Director | 5,400 | $203.6K | 12 Aug 2026 |
| 2 Jun 2026 | ELAINE HEALY, Director | 4,000 | $137.1K | 2 Jun 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| Filed | Holder | Schedule | Stake | Shares |
|---|---|---|---|---|
| 10 Apr 2026 | ArrowMark Colorado Holdings, LLC | 13G amended | 1.97% | 371.1K |
| 26 Mar 2026 | Heron Bay Capital Management | 13G | 11.1% | 2.1M |
| 26 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 17 Feb 2026 | Gates Capital Management, L.P. | 13G amended | 9.4% | 1.8M |
| 17 Feb 2026 | ArrowMark Colorado Holdings, LLC | 13G amended | 6.16% | 1.2M |
| 14 Nov 2025 | JANUS HENDERSON GROUP PLC | 13G amended | 13.1% | 2.5M |
| 13 Nov 2025 | ArrowMark Colorado Holdings, LLC | 13G amended | 8.68% | 1.6M |
Short interest
Shares sold short and not yet bought back, on each FINRA settlement date.
| Settlement | Shares short | Change | Days to cover |
|---|---|---|---|
| 15 Oct 2026 | 1.2M | +11.58% | 10.53 |
| 30 Sep 2026 | 1.1M | -2.86% | 8.27 |
| 15 Sep 2026 | 1.1M | +8.99% | 6.01 |
| 31 Aug 2026 | 1.0M | +23.38% | 4.98 |
| 14 Aug 2026 | 811.2K | +8.62% | 5.8 |
| 31 Jul 2026 | 746.8K | -7.3% | 5.9 |
| 15 Jul 2026 | 805.7K | -4.88% | 6.15 |
| 30 Jun 2026 | 847.0K | -0.55% | 4.47 |
Funds that hold it
From each fund's latest Form 13F.
183 funds held it at 30 Jun 2026: 65 added and 68 trimmed in the quarter. The largest:
| Fund | Shares | Value | Change in the quarter |
|---|---|---|---|
| Jupiter Topco LLC | 2,489,846 | $95.0M | – |
| Heron Bay Capital Management | 1,836,854 | $70.1M | -202,208 |
| Gates Capital Management, Inc. | 1,644,274 | $62.7M | -194,105 |
| BlackRock, Inc. | 1,380,763 | $52.7M | +30,660 |
| LSV Asset Management | 833,600 | $31.8M | +105,115 |
| Vanguard Capital Management LLC | 782,780 | $29.9M | -14,516 |
| Vanguard Portfolio Management LLC | 661,154 | $25.2M | +23,048 |
| New South Capital Management Inc. | 629,106 | $24.0M | +46,621 |
| Geode Capital Management, LLC | 477,161 | $18.2M | +4,135 |
| State Street Corp. | 456,328 | $17.4M | -34,742 |
Peers
Companies in the same industry.
- Microsoft Corp. (MSFT): revenue $346.4B, market value $3.94T
- Palantir Technologies Inc. (PLTR): revenue $6.2B, market value $471.9B
- Oracle Corp. (ORCL): revenue $71.8B, market value $422.1B
- SAP SE (SAP): revenue $41.6B, market value $273.2B
- CrowdStrike Holdings, Inc. (CRWD): revenue $5.4B, market value $267.5B
- Shopify Inc. (SHOP): revenue $13.3B, market value $216.7B
- Salesforce, Inc. (CRM): revenue $43.9B, market value $190.0B
- Snowflake Inc. (SNOW): revenue $5.4B, market value $116.3B
- ServiceNow, Inc. (NOW): revenue $15.4B, market value $113.8B
- Cloudflare, Inc. (NET): revenue $2.5B, market value $110.0B