Clarivate

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus: revenue of $587.3M slightly missed the $589.8M expectation, while Adjusted EPS of $0.19 beat the $0.18 forecast. A significant non-cash goodwill impairment of $221.7M led to a GAAP net loss of $268.6M, far exceeding the expected loss of $23.0M. Despite the bottom-line volatility, the company reaffirmed its FY26 outlook and reported a 1.5% growth in Organic ACV, signaling resilience in subscription-led revenue amid ongoing divestitures.