Research memoConstellation Software Inc. (CSU.TO) · TSXMemo of October 15, 2026

Constellation Software earnings date

The next results for Constellation Software are expected on November 6, 2026. Watch Constellation Software's recurring organic growth on a comparable basis.

November 6, 2026
Next results
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Every number traced to Constellation Software's filings8 chapters · 14,237 words137 sources cited

What has Constellation Software guided for the year?

Management expects normal growth to return, but it has not promised a full-year earnings number, acquisition budget or timetable for AI revenue.

That distinction explains why acquisition growth can look strong while existing businesses grow slowly. Management discussed roughly 5% normalized growth, but the recurring maintenance business, excluding Altera, a hospital software supplier, grew 4% at constant currencies. Recurring revenue comes from repeated support, hosted-software or transaction payments, so it is a useful health check.

What is Constellation Software's revenue and profit trend?

Revenue expanded rapidly, yet net income and diluted earnings per share moved unevenly. The reason is that CSU consolidates acquired businesses and then records several accounting consequences that do not move in step with customer sales or cash collection.

The last eight reported periodsUS$ millions
Jun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue3,3353,1813,1772,9482,8442,6542,7032,541
Net income27436711021056136285164
EPS, diluted12.9317.325.199.892.666.4113.447.74
Book value per share194.94183.28168.75163.70155.53143.69131.89125.43

What this means. Book value per share is our calculation of what the company owns minus what it owes for each share, because the company did not report this number itself.

What should I watch in Constellation Software's next results?

Analysts estimate that CSU may report Q3 2026 results on November 6, 2026, but CSU has not confirmed that date. Investors should watch recurring organic growth on a comparable basis and whether acquisition commitments become completed purchases. A recovery would support management’s explanation of Q2; continued softness would require a new explanation.

From the full memo · 1. The business

Constellation Software is a collection of companies that sell specialised software to organisations whose daily work depends on it. A dollar enters through licences, implementation, subscriptions and support, then leaves through staff, suppliers, taxes, financing and acquisitions before any remainder reaches shareholders.

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