EVCM earnings analysis
What we found in EVCM's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
EverCommerce Inc. (EVCM) reported Q1 2026 revenues of $147.5 million, slightly surpassing expectations, while EPS of $0.04 fell short of the estimated $0.12. The company faced rising operational expenses but achieved a year-over-year revenue growth rate of 3.6%. Management anticipates full-year revenues between $612 million and $632 million, indicating resilience despite market challenges.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Q1 Revenue Growth
- Total Q1 2026 revenue increased to $147.5 million, up 3.6% year-over-year.
- Strong Net Income Improvement
- Net income from continuing operations rose to $7.2 million, compared to $934,000 in Q1 2025.
- Decrease in Interest Expenses
- Interest and other expenses decreased significantly from $12.8 million in Q1 2025 to $4.8 million in Q1 2026.
- Segment Revenue Growth
- Subscription and transaction fees revenue rose by $4.3 million, or 3.1%, contributing $142.1 million of the total revenue.
- Cost Control Efforts
- Operational expenses increased modestly, yet gross margin remains stable at 78.4%.
- Free Cash Flow Held Steady
- Free cash flow remained positive at $25 million for the quarter.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- EPS Misses Expectations
- Reported EPS of $0.04 was significantly lower than the estimated $0.12, resulting in a 66.67% miss.
- Increased Operating Expenses
- Total operating expenses rose to $134.9 million, up 5.3% year-over-year.
- Macroeconomic Challenges Persist
- Ongoing geopolitical tensions and inflation pressures may impact future revenue and operational costs.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $0.04
- Gross margin
- 78.4%
- Operating margin
- 8.5%
- Segment
- Home Services
- Segment
- Health Services
- Segment
- Wellness Services
What they said about what is next.
Management expects full-year revenue to be between $612 million and $632 million. Q2 guidance suggests revenue between $150.5 million and $153.5 million.
The filing reads about the same as the one before it.
What came before.
- 10-K · March 12, 2026
- EverCommerce Inc. (EVCM) reported steady growth in revenue in 2025, totaling $588.9 million, up 4.8% from the prior year, with a focus on subscription and transaction fees that constituted the bulk of this income. While…
- 10-Q · November 6, 2025
- EverCommerce Inc. reported Q3 2025 earnings with total revenue of $147.5 million, up 5.3% year-over-year, but slightly below expectations. Operating income improved significantly, hitting $16 million compared to $10.2…
- 10-Q · August 6, 2025
- EverCommerce Inc. reported Q2 2025 earnings with revenue reaching $148 million, a beat over estimates of $145.9 million, while EPS came in at $0.04, falling short of expectations of $0.08. The increase in revenue…
- 10-Q · May 8, 2025
- EverCommerce's Q1 2025 10-Q highlights a revenue decrease to $142.3 million, down 3.2% year-over-year, with a significant EPS miss of $0.04 against an expected $0.13. Although gross margins improved slightly, net losses…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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