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Constellation Software Inc. (CSU:CA) Q1 2026 Earnings Cal...
2026-05-14 · via All Articles on Seeking Alpha

Q1: 2026-05-12 Earnings Summary

EPS of $36.74 beats by $3.46

 | 

Revenue of

$4.36B

(17.39% Y/Y)

beats by $65.82M

Constellation Software Inc. (CSU:CA) Q1 2026 Earnings Call May 13, 2026 8:00 AM EDT

Company Participants

Mark Miller - President, COO & Director
Jamal Baksh - CFO & Director
Bernard Anzarouth - Chief Investment Officer

Conference Call Participants

Thanos Moschopoulos - BMO Capital Markets Equity Research
Stephanie Price - CIBC Capital Markets, Research Division
Jerome Dubreuil - Desjardins Securities Inc., Research Division
David Kwan - TD Cowen, Research Division
Graham Rhodes
Paul Treiber - RBC Capital Markets, Research Division

Presentation

Operator

Good day, and welcome to the Constellation Software Inc. Conference Call and Webcast Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Mark Miller, President, please go ahead.

Mark Miller
President, COO & Director

Good morning, everyone. I just wanted to start off by reminding everyone we have the Annual General Meeting coming up this Friday, and we're hoping today to take some quarterly questions on the financial results for Q1. And so thank you all for attending, and I have both Bernie and Jamal with me to help answer any of those questions. So over to you.

Question-and-Answer Session

Operator

[Operator Instructions] The first question comes from Thanos with BMO Capital.

Thanos Moschopoulos
BMO Capital Markets Equity Research

Maybe one for Jamal to start. So just on the margins for the quarter, I know you have the Q1 payroll taxes and that there were some Synchronoss-related costs. And then is there anything else that you might call out in terms of the margin dynamic this quarter or nothing unusual of note?

Jamal Baksh
CFO & Director

Yes. I mean there were some -- a couple of other acquisitions that were a bit of a drag on margins, like the Q1 cohort of acquisitions themselves were actually a negative margin for the quarter, which we totally plan