Core Insights - Climb Global Solutions (CLMB) reported quarterly earnings of $1.31 per share, exceeding the Zacks Consensus Estimate of $1.15 per share, but down from $1.55 per share a year ago, resulting in an earnings surprise of +13.91% [1] - The company achieved revenues of $161.34 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 34.91% and up from $119.35 million year-over-year [2] - Climb Global has outperformed consensus EPS estimates three times over the last four quarters and has topped revenue estimates four times in the same period [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.74 on revenues of $156.91 million, while for the current fiscal year, the estimate is $5.14 on revenues of $573.82 million [7] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Technology Services industry, to which Climb Global belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Financial Performance - Net sales increased 35% to $161.3 million compared to $119.3 million for the same period in 2024[6] - Gross billings rose 8% to $504.6 million from $465.2 million in the year-ago period[6] - Net income was $4.7 million or $1.02 per diluted share, down from $5.5 million or $1.19 per diluted share in Q3 2024[9] - Adjusted net income decreased to $6.0 million or $1.31 per diluted share from $7.1 million or $1.55 per diluted share year-over-year[9] - Adjusted EBITDA was $10.9 million, slightly down from $11.1 million in the same quarter last year[10] - Net sales for the nine months ended September 30, 2025, reached $458.671 million, a significant increase from $303.847 million in the same period of 2024, representing a growth of 50.9%[24] - Gross profit for the nine months ended September 30, 2025, was $75.437 million, compared to $59.833 million in 2024, reflecting a year-over-year increase of 26.1%[24] - Adjusted EBITDA for the nine months ended September 30, 2025, was $29.894 million, up from $23.543 million in 2024, indicating a growth of 27.0%[25] - Total gross billings for the nine months ended September 30, 2025, amounted to $1.479 billion, compared to $1.180 billion in 2024, marking an increase of 25.4%[28] - Net income for the nine months ended September 30, 2025, was $14.346 million, compared to $11.620 million in 2024, which is a growth of 23.6%[26] - Adjusted net income for the nine months ended September 30, 2025, was $16.270 million, up from $13.673 million in 2024, reflecting a year-over-year increase of 19.0%[26] - Income per common share (diluted) for the nine months ended September 30, 2025, was $3.13, compared to $2.54 in 2024, representing a growth of 23.2%[24] Expenses and Dividends - SG&A expenses rose to $16.2 million, representing 3.2% of gross billings compared to 3.0% in the prior year[8] - Selling, general, and administrative expenses for the nine months ended September 30, 2025, totaled $55.768 million, an increase from $43.567 million in 2024, which is a rise of 28.0%[24] - A quarterly dividend of $0.17 per share was declared, payable on November 17, 2025[5] - Dividends paid per common share remained stable at $0.51 for both the nine months ended September 30, 2025, and 2024[24] Cash and Strategic Initiatives - Cash and cash equivalents increased to $49.8 million from $29.8 million at the end of 2024[11] - The company plans to pursue strategic acquisition opportunities, particularly in European markets, to enhance offerings and expand presence[3] Segment Performance - The distribution segment gross billings increased 9% to $481.9 million, while the solutions segment gross billings decreased 5% to $22.7 million[4] Foreign Currency Impact - The company reported a foreign currency transaction loss of $566,000 for the nine months ended September 30, 2025, compared to a loss of $688,000 in 2024[24]

Core Insights - Climb Global Solutions reported a 35% increase in net sales to $161.3 million for Q3 2025 compared to $119.3 million in Q3 2024, driven by organic growth and the acquisition of Douglas Stewart Software & Services [5][8] - Gross billings rose 8% to $504.6 million from $465.2 million year-over-year, with the distribution segment contributing significantly [5][30] - The company declared a quarterly dividend of $0.17 per share, payable on November 17, 2025 [4] Financial Performance - Net income for Q3 2025 was $4.7 million or $1.02 per diluted share, down from $5.5 million or $1.19 per diluted share in Q3 2024 [8][9] - Adjusted net income decreased to $6.0 million or $1.31 per diluted share from $7.1 million or $1.55 per diluted share year-over-year [8][27] - Gross profit increased by 6% to $25.7 million compared to $24.3 million in the same period last year [6] Operational Metrics - Selling, general, and administrative (SG&A) expenses rose to $16.2 million from $13.9 million in the prior year, with SG&A as a percentage of gross billings increasing to 3.2% from 3.0% [7] - Adjusted EBITDA for Q3 2025 was $10.9 million, slightly down from $11.1 million in Q3 2024, reflecting a decrease in effective margin to 42.3% from 45.7% [10] - Cash and cash equivalents increased to $49.8 million as of September 30, 2025, compared to $29.8 million at the end of 2024 [11] Management Outlook - The CEO highlighted ongoing strategic initiatives, including a focus on acquisitions and expansion into European markets, to enhance offerings and market presence [3] - The company aims to leverage its robust balance sheet and track record of accretive M&A to achieve record results by the end of 2025 [3]

Core Insights - Climb Channel Solutions has launched a partnership with Halcyon to enhance the distribution of anti-ransomware solutions across various market segments [1][2] Group 1: Partnership Overview - The partnership allows Halcyon to rapidly scale its anti-ransomware solutions across SMB, commercial, and enterprise markets by leveraging Climb's extensive partner network [2] - This collaboration aims to increase awareness and adoption of advanced ransomware prevention technologies among organizations of all sizes [2][3] Group 2: Technology and Services - Halcyon's anti-ransomware platform is designed to prevent ransomware execution, eliminate ransom negotiations, and protect critical systems and data from extortion [2][4] - The platform includes multiple prevention engines, automated recovery, enhanced third-party security controls, and a ransomware warranty, ensuring operational continuity for businesses [4] Group 3: Company Profiles - Climb Channel Solutions is a global specialty technology distributor focusing on various IT technologies, including security and data management, and is committed to transforming distribution through exceptional service [6] - Halcyon specializes in anti-ransomware solutions, employing an end-to-end approach to disrupt threats throughout the attack lifecycle, ensuring operational continuity and eliminating ransom payments [7][8]

Core Insights - Conestoga Capital Advisors reported strong equity market performance in Q3 2025, with their Micro-Cap Composite returning 11.7% net-of-fees, while the Russell Microcap Growth Index returned 19.9% [1] Company Overview - Climb Global Solutions, Inc. (NASDAQ:CLMB) is a value-added IT distribution and solutions company, focusing on emerging and cloud-based technologies [2][3] - The company operates with a focused lineup of under 100 brands, serving approximately 7,000 customers across North America and Western Europe [3] Financial Performance - Climb Global Solutions, Inc. reported a one-month return of -6.59% and a 52-week gain of 24.54%, with shares closing at $129.96 and a market capitalization of $600.052 million as of October 21, 2025 [2] - In Q2 2025, the company achieved net sales of $159.3 million, a significant increase from $92.1 million in Q2 2024 [4] Growth Potential - The company is experiencing organic revenue growth of 13-15%, with 80% of its revenue being recurring [3] - More than half of Climb Global Solutions' revenue comes from security software, an area expected to see continued growth due to increasing threats from artificial intelligence [3] Hedge Fund Interest - Climb Global Solutions, Inc. was held by 13 hedge fund portfolios at the end of Q2 2025, an increase from 9 in the previous quarter [4]

Core Insights - Halcyon has announced a new distribution partnership with Climb Channel Solutions to enhance its anti-ransomware solution accessibility across North America [1][2] - The partnership aims to rapidly scale Halcyon's presence in SMB, commercial, and enterprise markets by leveraging Climb's extensive partner network [2][3] - Halcyon's anti-ransomware platform is designed to prevent ransomware attacks, ensuring operational continuity and eliminating the need for ransom payments [3][4] Company Overview - Halcyon is recognized as a leading provider of anti-ransomware solutions, focusing on proactive threat disruption throughout the attack lifecycle [4] - Climb Channel Solutions specializes in technology distribution, emphasizing security, data management, and cloud solutions, and is a wholly owned subsidiary of Climb Global Solutions [5] Partnership Details - The collaboration with Climb Channel Solutions will empower value-added resellers (VARs) and managed service providers (MSPs) with advanced ransomware prevention tools [2][3] - Halcyon's platform includes multiple prevention engines, automated recovery, and a ransomware warranty, making it a comprehensive solution for modern businesses [3]

Core Points - Climb Global Solutions, Inc. will host a conference call on October 30, 2025, at 8:30 a.m. Eastern time to discuss its Q3 2025 financial results [1][2] - The results will be reported in a press release prior to the call [1] - Interested parties can submit questions via email before the call [2] Company Overview - Climb Global Solutions, Inc. is a value-added global IT distribution and solutions company specializing in emerging and innovative technologies [4] - The company operates across the U.S., Canada, and Europe through multiple business units, including Climb Channel Solutions, Grey Matter, and Climb Global Services [4] - Climb provides IT distribution and solutions for various industries, including Security, Data Management, Connectivity, Storage & HCI, Virtualization & Cloud, and Software & ALM [4]

-Flying the channel flag - Climb is the only global technology and IT distributor named on the list- -Climb named alongside Oracle, NVIDIA, Amazon, Microsoft and many more- EATONTOWN, N.J., Oct. 02, 2025 (GLOBE NEWSWIRE) -- Climb Channel Solutions, an international specialty technology distributor and wholly owned subsidiary of Climb Global Solutions, Inc. (NASDAQ: CLMB)… today announced it has been included in the inaugural 2025 America’s Greatest Companies list, published by Newsweek. Newsweek and Plant-A ...

Core Insights - Climb Channel Solutions has announced a strategic partnership with Binary Defense to enhance cybersecurity offerings for resellers [1][2] - The collaboration aims to provide proactive, intelligence-driven security solutions to Climb's partner ecosystem, focusing on Managed Detection and Response (MDR) services [2][3] Company Overview - Climb Channel Solutions is a global specialty technology distributor that focuses on various sectors including Security, Data Management, and Cloud solutions [5] - Climb is committed to a data-driven approach to distribution, aiming to bring emerging technologies to market faster and support partner growth [5] Partnership Details - The partnership combines Binary Defense's expertise in MDR with Climb's extensive channel reach, aiming to improve security outcomes and accelerate partner growth [2][3] - Binary Defense's approach involves anticipating adversaries' tactics to proactively close security gaps, which is particularly critical against threats like ransomware [3][4] Strategic Goals - The collaboration seeks to equip partners with necessary tools, training, and support to deliver high-value security services [2][3] - Climb's CEO emphasized the importance of solutions that not only provide alerts but also actively reduce risk for clients [4]

Core Insights - Climb Global Solutions, Inc. (NASDAQ: CLMB) has experienced a year-to-date increase of 4.6% and has shown strong momentum over the past two months [1] - The company has consistently exceeded both earnings and revenue estimates significantly for the past three quarters, indicating robust financial performance [1] Company Performance - CLMB has demonstrated strong earnings performance, beating estimates by a considerable margin in recent quarters [1] - The company is showing signs of strong growth potential, which may attract investor interest [1] Market Focus - The analysis includes a focus on foreign stocks, particularly within the Nordic market, as well as growth stocks in the U.S. market [1] - The goal is to uncover undervalued opportunities and explore unique business models that may lead to long-term expansion [1]