Q4 25 EPS
$0.20
BEAT +22.25%
Est. $0.16
Q4 25 Revenue
$617.0M
BEAT +2.02%
Est. $604.8M
vs S&P Since Q4 25
+9.0%
BEATING MARKET
CLVT +17.3% vs S&P +8.4%
Full Year 2025 Results
FY 25 EPS
$0.69
BEAT +5.33%
Est. $0.66
FY 25 Revenue
$2.46B
BEAT +0.50%
Est. $2.44B
Market Reaction
Did CLVT Beat Earnings? Q4 2025 Results
Clarivate delivered a clean beat to close out 2025, posting Q4 adjusted diluted EPS of $0.20 against a consensus estimate of $0.17, a 20.63% positive surprise, while revenue of $617.00 million edged past the $604.77 million consensus by 2.02%. The he… Read more Clarivate delivered a clean beat to close out 2025, posting Q4 adjusted diluted EPS of $0.20 against a consensus estimate of $0.17, a 20.63% positive surprise, while revenue of $617.00 million edged past the $604.77 million consensus by 2.02%. The headline revenue decline of 6.9% year-over-year, from $663.00 million in Q4 2024, reflects deliberate portfolio pruning through divestitures rather than organic deterioration, with underlying organic revenues slipping just 1.2% and subscription revenues actually growing 1.0%. Perhaps the most consequential development accompanying the results was Clarivate's announcement that it is actively pursuing a sale of its Life Sciences & Healthcare segment, with Morgan Stanley advising on a process already drawing interested parties, a move that would sharpen the company's focus on its Academia & Government and Intellectual Property franchises. For 2026, management guided to revenues of $2.30 billion to $2.42 billion and adjusted diluted EPS of $0.70 to $0.80, projecting roughly 200 basis points of margin expansion as the company bets that strategic focus and a growing suite of AI-driven products will rebuild the growth profile investors have long awaited.
Key Takeaways
- • Value Creation Plan driving improved sales execution, business model refinement, and investment in proprietary assets
- • Organic subscription revenue growth of 1.0% in Q4 driven by new sales, improved retention and pricing actions
- • Organic recurring revenue mix improved 800 basis points to 88% of total revenue
- • Organic ACV grew 1.8% compared to prior year, driven by improved product pricing
- • Disciplined capital expenditure management and lower interest/tax expenses improved free cash flow
CLVT YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
CLVT Revenue by Segment
With YoY comparisons, source: SEC Filings
“In 2025, Clarivate achieved significant innovation and growth. We advanced our Value Creation Plan by refining our business model, enhancing sales execution, and investing in proprietary assets while developing Agentic AI capabilities throughout our portfolio. These efforts have strengthened both our operational and financial standing and improved our revenue composition through the broader adoption of subscription-based services. As a result, we realized nearly 2% organic ACV growth, increased recurring organic revenue, and stronger free cash flow conversion, all while meeting our full-year financial guidance for 2025.”
— Matti Shem Tov, Q4 2025 Earnings Press Release
CLVT Earnings Trends
CLVT vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
CLVT EPS Trend
Earnings per share: estimate vs actual
CLVT Revenue Trend
Quarterly revenue: estimate vs actual
CLVT Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.14 | $0.18 | +24.83% | $585.5M | +2.81% |
| Q4 25 BEAT FY | $0.16 | $0.20 | +22.25% | $617.0M | +2.02% |
| FY Full Year | $0.66 | $0.69 | +5.33% | $2.46B | +0.50% |
| Q3 25 BEAT | $0.16 | $0.18 | +15.09% | $623.1M | +9.25% |
| Q2 25 BEAT | $0.17 | $0.18 | +3.39% | $621.4M | +5.44% |
| Q1 25 BEAT | $0.12 | $0.14 | +20.69% | $593.7M | +4.09% |