Overview
Clarivate Q3 2025 revenue and adjusted EPS beat analyst expectations
Company repurchased 11.7 mln shares and repaid $100 mln of debt in Q3
Adjusted net income and EBITDA exceeded analyst estimates
Outlook
Clarivate raises full-year 2025 revenue outlook to $2.42 bln-$2.45 bln
Company maintains 2025 adjusted EBITDA guidance at $940 mln-$1.00 bln
Clarivate keeps 2025 adjusted diluted EPS forecast at $0.60-$0.70
Result Drivers
SUBSCRIPTION GROWTH - Organic subscription revenues increased 1.2%, driven by new sales and price increases
REVENUE MIX IMPROVEMENT - Co reports 800 bps improvement in recurring revenue mix to 88%
VALUE CREATION PLAN - Co attributes improved financial performance to its Value Creation Plan, focusing on product and AI development
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $623.10 mln | $570 mln (8 Analysts) |
Q3 Adjusted EPS | Beat | $0.18 | $0.16 (10 Analysts) |
Q3 Adjusted Net Income | Beat | $119.30 mln | $107.90 mln (5 Analysts) |
Q3 Net Income | -$28.30 mln | ||
Q3 Adjusted EBITDA | Beat | $252.40 mln | $239.60 mln (6 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 6 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the professional information services peer group is "buy."
Wall Street's median 12-month price target for Clarivate PLC is $4.90, about 25.7% above its October 28 closing price of $3.64
The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 6 three months ago
Press Release: ID:nPrerKKTda
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)