earnings
confidence high
sentiment neutral
materiality 0.75
Clarivate Q4 revenue $617M, down 7%; pursues LS&H sale; FY26 FCF ~$400M
CLARIVATE PLC
2025-FY EPS reported
-$0.30
revenue$2,455,200,000
- Q4 net income $3.1M vs loss $191.8M; adjusted EPS $0.20 vs $0.21. Full-year adjusted EBITDA $1,001.8M.
- Organic ACV grew 1.8% in FY2025; recurring revenue mix improved to 88% of total revenue.
- Pursuing sale of Life Sciences & Healthcare; retained Morgan Stanley; proceeds to reduce leverage.
- FY2026 outlook: Adj. EBITDA growth with ~200 bps margin expansion; FCF ~$400M at midpoint.
- Returned $225M to shareholders via share repurchases in 2025 (56M shares).