Q3 25 EPS
$0.03
MISS 80.43%
Est. $0.15
Q3 25 Revenue
$147.5M
MISS 0.27%
Est. $147.9M
vs S&P Since Q3 25
-9.2%
TRAILING MARKET
EVCM +0.1% vs S&P +9.3%
Market Reaction
Did EVCM Beat Earnings? Q3 2025 Results
EverCommerce delivered a sharply mixed third quarter, posting earnings that badly missed Wall Street's targets even as its core business showed underlying momentum. The company reported Q3 2025 EPS of $0.03, falling 80.43% short of the $0.15 consensu… Read more EverCommerce delivered a sharply mixed third quarter, posting earnings that badly missed Wall Street's targets even as its core business showed underlying momentum. The company reported Q3 2025 EPS of $0.03, falling 80.43% short of the $0.15 consensus estimate, while revenue of $147.47 million came in just 0.27% below expectations and declined 16.3% year over year. The headline revenue figure, however, reflects the ongoing divestiture of marketing technology solutions, with continuing operations actually growing 5.3% to $147.47 million as subscription and transaction fees, the company's primary recurring revenue engine, rose 4.3% to $142.18 million. The most strategically significant development was the September 15 acquisition of ZyraTalk, which management framed as anchoring EverCommerce's AI-forward positioning for service-oriented small businesses. Adjusted EBITDA from continuing operations reached $46.45 million, exceeding the top of guidance, driven by disciplined cost optimization. Shares dropped sharply following the report, a pattern familiar to investors when earnings disappoint on key metrics despite operational strength. Looking ahead, management guided Q4 revenue of $148 million to $152 million and full-year 2025 revenue of $584 million to $592 million.
Key Takeaways
- • 5.3% year-over-year revenue growth from continuing operations
- • Adjusted EBITDA exceeded top end of guidance range
- • Continued execution against cost optimization plans
- • Subscription and transaction fees revenue grew 4.3% year-over-year
- • Swing to net income from continuing operations of $5.8 million vs. net loss of $9.1 million in prior year
EVCM YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
EVCM Revenue by Segment
With YoY comparisons, source: SEC Filings
“EverCommerce's third quarter Revenue results were in line with our guidance range and the Adjusted EBITDA results exceeded the top end of our guidance range, with continued execution against our cost optimization plans overshadowing some macroeconomic impacts in isolated areas of our non-SaaS revenue streams.”
— Eric Remer, Q3 2025 Earnings Press Release
EVCM Earnings Trends
EVCM vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
EVCM EPS Trend
Earnings per share: estimate vs actual
EVCM Revenue Trend
Quarterly revenue: estimate vs actual
EVCM Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $0.15 | $0.04 | -73.03% | $147.5M | +0.19% |
| Q4 25 MISS FY | $0.15 | $0.03 | -79.34% | $151.2M | +0.73% |
| FY Full Year | $0.59 | $0.10 | -83.06% | $588.9M | +0.18% |
| Q3 25 MISS | $0.15 | $0.03 | -80.43% | $147.5M | -0.27% |
| Q2 25 MISS | $0.14 | $0.03 | -78.71% | $148.0M | +1.52% |
| Q1 25 MISS | $0.14 | $0.01 | -92.77% | $142.3M | -2.74% |