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Why Is Cimpress (CMPR) Up 12.9% Since Last Earnings Report?

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A month has gone by since the last earnings report for Cimpress (CMPR - Free Report) . Shares have added about 12.9% in that time frame, outperforming the S&P 500.

But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Cimpress due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.

Cimpress Q3 Earnings Beat Estimates, Revenues Increase Y/Y

Cimpress reported third-quarter fiscal 2026 (ended March 31, 2026) adjusted earnings of 55 cents per share, which beat the Zacks Consensus Estimate of 15 cents. The company had reported an adjusted loss of 33 cents per share in the year-ago quarter.

Top-Line Details

Total revenues were $886.21 million, reflecting an increase of 12.3% from the year-ago quarter. Organic constant-currency revenue growth was 4% year over year, driven by growth in each of its businesses. The top line beat the Zack Consensus Estimate of $861.7million.

Segmental Information

The National Pen segment generated revenues of $97 million, up from $88.4 million in the year-ago quarter. 

Vista — the largest revenue-generating segment — reported aggregate revenues of $460.4 million compared with $430.7 million in the year-ago quarter. 

The Upload and Print segment’s revenues increased to $310.3 million from $245.7 million in the year-ago quarter. The segment consists of two subgroups, namely PrintBrothers and The Print Group.

PrintBrothers’ revenues increased to $203.1 million from $156 million in the year-ago period. The Print Group generated revenues of $107.2 million, up from $89.7 million reported in the year-ago quarter.

Revenues from All Other Businesses were $60.5 million compared with $51.2 million reported a year ago.

Margin Details

Cimpress' cost of revenues was $477 million, up 14.4% on a year-over-year basis. Marketing and selling expenses totaled $208.5 million, up 7.9% year over year. General & administrative expenses were $58.9 million, up from $50.5 million reported in the year-ago fiscal quarter.

Gross profit increased 9.9% year over year to $409.2 million. The margin was 46.2%, down 100 basis points year over year. Net interest expenses fell 5.9% year over year to $25.4 million. Adjusted EBITDA increased 11% year over year to $100.5 million.

Operating income rose 21% year over year to $49.2 million.

Balance Sheet and Cash Flow

As of March 31, 2026, Cimpress had $189 million of cash and cash equivalents compared with $234 million at the end of the fourth quarter of fiscal 2025.

Exiting the third quarter of fiscal 2026, its long-term debt was $1.58 billion, down 0.1% from the fiscal 2025 fourth-quarter-end figure.

During the first nine months of fiscal 2026, net cash provided by operating activities was $173.2 million compared with $190.6 million in the year-ago quarter. It repurchased shares worth $50.1 million during the quarter.

Outlook

For fiscal 2026 (ending June 30, 2026), Cimpress expects revenues to increase in the range of 9-10% on a reported basis compared with 7-8% expected earlier and 4-5% on an organic constant-currency basis compared with 3-4% expected earlier. Net income is expected to be at least $87 million. Adjusted EBITDA is projected to be at least $465 million.

The company anticipates generating cash from operating activities in the range of $298-$303 million and free cash flow (adjusted) in the range of $130-$135 million.

How Have Estimates Been Moving Since Then?

In the past month, investors have witnessed a upward trend in estimates review.

VGM Scores

Currently, Cimpress has a nice Growth Score of B, though it is lagging a bit on the Momentum Score front with a C. Charting a somewhat similar path, the stock was allocated a score of B on the value side, putting it in the top 40% for this investment strategy.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

Outlook

Estimates have been trending upward for the stock, and the magnitude of this revision looks promising. It comes with little surprise Cimpress has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.

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