Observed Signal · Nov 6, 2026 · Earnings & Financials · Source: Constellation Software · Impact: 3/5
Constellation Software Inc. Announces Results for the Third Quarter Ended September 30, 2026 and Declares Quarterly Dividend
Constellation Software Inc. (TSX:CSU) reported Q3 2026 revenue of $3,512 million, up 19% year-over-year (2% organic growth), and net income attributable to common shareholders of $212 million ($10.01 diluted EPS), compared to $210 million ($9.89) in Q3 2025. Cash flows from operations rose 5% to $717 million, while free cash flow available to shareholders (FCFA2S) decreased 16% to $443 million. The company completed acquisitions for aggregate cash consideration of $484 million (total consideration $609 million including deferred payments) during the quarter, and subsequent to quarter-end has commitments for additional acquisitions totaling $673 million. A quarterly dividend of $1.00 per share was declared, payable on January 12, 2027 to shareholders of record on December 18, 2026.
Constellation Software is a major acquirer in vertical market software; its quarterly results and continued acquisition activity signal ongoing consolidation and financial health in the sector.
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Key Takeaways & Evidence Grounding
- Q3 2026 revenue increased 19% to $3,512 million (2% organic growth, 2% after FX adjustments).
- Net income attributable to common shareholders was $212 million ($10.01 diluted EPS) vs. $210 million ($9.89) in Q3 2025.
- Cash flows from operations rose 5% to $717 million; FCFA2S decreased 16% to $443 million.
- Completed acquisitions during Q3 2026 for cash consideration of $484 million (total consideration $609 million including deferred payments).
- Subsequent to quarter-end, commitments for additional acquisitions totaling $673 million (cash consideration $526 million plus deferred payments of $148 million).
- Quarterly dividend of $1.00 per share declared, payable January 12, 2027 to shareholders of record December 18, 2026.
Connected Companies & Entities
“Constellation Software Inc. is a leading global provider of software and services to a select number of public and private industries.”
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Constellation Software Inc. Announces Conference Call to Discuss Third Quarter Results
Constellation Software Inc. has announced that it will release its third-quarter financial results after the Toronto Stock Exchange closes on Friday, November 6, 2026. The company will subsequently host a conference call and live audio webcast on Monday, November 9, 2026, at 8:00 a.m. ET. Senior leadership, including President Mark Miller, CFO Jamal Baksh, and CIO Bernard Anzarouth, will participate to address questions.
10-Q Financial Filing Analysis for Cognizant (2026-10-29)
Cognizant reported Q3 2026 financial results with quarterly revenue increasing 4.6% year-over-year (4.8% in constant currency) to $5.66 billion, driven by Financial Services and CMT segments along with contributions from recently completed acquisitions (3Cloud, Astreya). Operating income reached $872 million with a GAAP operating margin of 15.4%, pressured by $51 million of restructuring charges under Project Leap, while Adjusted Operating Margin expanded 30 basis points to 16.3%. Net income increased 128.8% to $627 million, lapping a $390 million discrete tax charge in Q3 2025 related to the U.S. OBBBA enactment. Free cash flow generation enabled $1.88 billion in share repurchases year-to-date, complemented by an expanded credit facility refinanced in October 2026.
10-K Financial Filing Analysis for FactSet (2026-10-20)
FactSet Research Systems Inc. reported its fiscal year 2026 financial results (period ended August 31, 2026), generating total revenues of $2,476.3 million, up 6.7% year-over-year from $2,321.7 million in fiscal 2025. Organic Annual Subscription Value (ASV) expanded by 7.0% to $2,568.2 million, driven by demand for data solutions and workstations. Operating income contracted 6.5% to $700.0 million, resulting in an operating margin compression of 390 basis points to 28.3%, weighed down by $46.2 million in restructuring costs, higher variable compensation, and executive onboarding expenses. Net income declined 10.6% to $533.5 million, with diluted EPS decreasing 6.3% to $14.57, cushioned by share buybacks reducing share count. Operating cash flows improved to $822.2 million, yielding free cash flow of $707.5 million, supporting $808.1 million in total capital returns through share repurchases and dividends.
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