CCC Intelligent Solutions Holdings (CCC) Earnings Date & Reports

Key Takeaways

• CCC Intelligent Solutions Holdings reported third quarter 2026 revenue of $294.1 million, up 10.1% year over year and ahead of consensus estimates.
• Adjusted earnings per share (EPS) came in at $0.13, beating the consensus estimate of $0.11.
• GAAP net income swung to $30.2 million, a sharp turnaround from a net loss of $2.0 million in the year-ago quarter.
• Adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) rose 18.5% to $130.5 million, with an adjusted EBITDA margin of roughly 44%.
• Results land against the backdrop of a pending $7.75-per-share take-private deal with GTCR and Elliott Investment Management expected to close in the first quarter of 2027.
• Software net revenue retention improved to 108%, signaling stronger expansion within CCC's existing customer base.
• For additional detail, explore CCC's Major News, Today's Price Move, Price Targets, and Forecast pages.
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Earnings Context and Why It Matters

CCC Intelligent Solutions operates a cloud-based software-as-a-service (SaaS) platform connecting insurers, repair facilities, automakers, and other participants across the property and casualty (P&C) insurance economy. Its third quarter 2026 results offer a snapshot of demand for AI-enabled claims and repair workflows, a segment that has been steadily digitizing. The report also carries added significance because the company agreed in October 2026 to be acquired by GTCR and Elliott Investment Management for $7.75 per share in cash. For investors, this quarter's figures are less about near-term stock movement and more about validating the durability of CCC's recurring software revenue and margin trajectory ahead of the planned take-private transaction.

Reported Results

For the third quarter ended September 30, 2026, CCC reported total revenue of $294.1 million, a 10.1% increase from $267.1 million a year earlier and above the consensus estimate of roughly $290 million. Software subscription revenue of about $281 million represented approximately 96% of total revenue, underscoring the recurring nature of the business.

Adjusted EPS reached $0.13, topping the $0.11 consensus forecast. On a GAAP basis, EPS was $0.05, with net income of $30.2 million compared with a net loss of $2.0 million in the prior-year period. Adjusted EBITDA climbed 18.5% to $130.5 million, and adjusted EBITDA margin expanded to approximately 44%. GAAP gross margin improved to 74% from 72% a year earlier, while free cash flow rose to $82.5 million from $78.6 million. Software net revenue retention reached 108%, up from 105% in the year-ago quarter.

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Market Reaction and Investor Sentiment

CCC's stock has traded in a relatively narrow range around the announced acquisition price, reflecting the take-private agreement at $7.75 per share in cash. With the transaction expected to close in the first quarter of 2027, day-to-day price action is now driven less by fundamental earnings surprises and more by progress toward deal completion, regulatory considerations, and shareholder approval. The modest earnings beat reinforces the company's operational stability but is unlikely to meaningfully move the share price given the fixed buyout valuation. Investor sentiment remains focused on deal certainty rather than quarterly volatility.

Forward Outlook and Key Factors to Monitor

Looking ahead, the most important catalyst for CCC shareholders is the completion of the pending acquisition by GTCR and Elliott Investment Management. Because the deal price is fixed in cash, the primary variables investors should monitor are the timing of required approvals, the vote by shareholders, and any regulatory conditions that could delay closing.

Operationally, several trends bear watching. The improvement in software net revenue retention to 108% suggests existing customers are expanding their use of CCC's platform, while gross revenue retention of 98% indicates a stable, sticky customer base. Subscription revenue now makes up roughly 96% of total revenue, reinforcing predictable, recurring income.

Margin expansion remains another theme. Adjusted EBITDA margin of approximately 44% and rising GAAP gross margin point to operating leverage, even as CCC continues investing in AI-enabled products. Cost discipline, research and development spending, and free cash flow generation will remain relevant to how the business is valued through the transaction. As with any take-private deal, investors should focus on execution risk and the likelihood of closing rather than extrapolating short-term quarterly results.

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