EverCommerce Inc. Common Stock Earnings Recaps
Q1 2026
May 12, 2026
EverCommerce’s shares dropped 6.7% post-earnings, reflecting investor disappointment likely driven by a cautious outlook and lack of clear revenue acceleration despite steady top-line growth and margin stability.
Key takeaways
- Q1 revenue was $147.5 million, growing 3.6% year-over-year and slightly above the midpoint of guidance.
- Adjusted EBITDA margin held firm at 27.6%, with EBITDA of $40.7 million surpassing the midpoint of guidance.
- Customer adoption of multiple solutions expanded 32%, supporting cross-sell efforts.
- Management emphasized ongoing AI investment and integration as a driver for mid-to-long-term growth rather than near-term acceleration.
- The commentary lacked a confident outlook or explicit guidance raise, likely fueling investor caution reflected in the stock selloff.
Q3 2025
Nov 8, 2025
EverCommerce delivered robust third-quarter results, achieving a 5.3% year-over-year revenue growth and successfully expanding its adjusted EBITDA margin to 31.5%. The company also strategically acquired ZyraTalk to enhance its AI capabilities.
Key takeaways
- Revenue reached $147.5 million, aligning with guidance and marking a 5.3% increase year-over-year.
- Adjusted EBITDA of $46.5 million exceeded expectations, showcasing a 140 basis point margin improvement from the previous year.
- Payments revenue grew 6% year-over-year, accounting for 21% of overall revenue, driven by an emphasis on enablement and customer engagement.
- Completed the sale of the marketing technology solutions segment to Ignite Visibility, allowing a sharper focus on core SaaS and payments businesses.
- Annualized total payments volume expanded to approximately $13 billion, reflecting ongoing investments in product and market strategies.