Core Viewpoint - Cimpress plc (NASDAQ:CMPR) is a global leader in mass customization, primarily serving small and medium-sized businesses through various brands, including Vistaprint [1] Stock Performance - Over the past month, CMPR has seen a significant increase of approximately 7.49%, indicating strong investor interest and positive market sentiment [2] - In the last 10 days, the stock has experienced a slight decline of about 7.09%, which may present a buying opportunity for investors anticipating a rebound [2][5] Growth Potential - CMPR has a projected stock price increase of 30.10%, suggesting ample room for appreciation and making it an attractive option for growth-seeking investors [3][5] - The company has a Piotroski Score of 8, indicating robust fundamentals and efficient operations, further supporting its growth potential [3][5] Analyst Insights - Analysts have set a target price of $97.50 for CMPR, reflecting confidence in the company's ability to achieve substantial growth and indicating significant upside potential for the stock [4] - The recent touch of a local minimum suggests a potential reversal, enhancing the investment appeal of CMPR [4]

Key Takeaways Enova International is highlighted among four stocks showing improving cash flow trends this earnings season.CMPR benefits from rising cash flows as demand grows for customized print and digital products.DNOW and PRSU also screen well, supported by increasing cash flows and improving earnings estimates.The Q4 earnings season is in full swing, and investors are now interested in betting on stocks based on profit numbers and surprises. Looking beyond profits and figuring out a company’s ability ...

Barrington raised the firm’s price target on Cimpress (CMPR) to $95 from $83 and keeps an Outperform rating on the shares after the company reported “solid” Q2 results and raised its FY26 guidance. Cimpress reiterated its target for adjusted EBITDA of at least $600M in FY28, the analyst noted. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on CMPR: Disclaimer & DisclosureReport an Issue ...

Cimpress (CMPR) is trading at a new 52-week high. The stock maintains a 100% “Buy” opinion from Barchart with strong technical momentum. Shares are up more than 20% over the past year. Analyst sentiment is mixed, with price targets ranging from $27 to $109.99 and Morningstar viewing CMPR as 23% undervalued. Today’s Featured Stock Valued at $1.95 billion, Cimpress (CMPR) is an online supplier of high-quality graphic design services and customized printed products. Its products cover business car ...

Core Viewpoint - Cimpress plc (NASDAQ: CMPR) is positioned for potential growth in the mass customization services sector, particularly in the printing and design industry, with a price target set by Barrington indicating a favorable outlook for investors [2][5]. Company Overview - Cimpress plc specializes in mass customization services, offering a variety of products such as marketing materials and signage primarily to small and medium-sized businesses [1]. - The company competes with other firms in the printing and design industry, focusing on delivering unique and personalized solutions [1]. Stock Performance - Barrington has set a price target of $95 for CMPR, suggesting a potential increase of approximately 17.2% from its current trading price of $80.84 [2][5]. - The stock has shown fluctuations, with a daily low of $78.92 and a high of $82.43, marking its peak for the year [3]. - Over the past year, CMPR has experienced significant growth, rising from a low of $35.21 to its current levels [5]. Market Capitalization and Trading Activity - CMPR's market capitalization is approximately $1.99 billion, indicating a substantial presence in the market [3]. - The stock has a trading volume of 62,438 shares, reflecting active investor interest [4].

Revenue Growth - Revenue increased by 11% to $1,042.2 million for the three months ended December 31, 2025, driven by external revenue growth across all reportable segments [136]. - Organic constant-currency revenue growth was 4% for the same period, excluding the impact of acquisitions and divestitures [136]. - Total revenue for the six months ended December 31, 2025, was $1,905.5 million, an increase of 9% compared to the prior year [136]. - For the three and six months ended December 31, 2025, reported revenue growth was $103.0 million and $161.4 million, primarily driven by the Vista and PrintBrothers segments [149]. - Vista revenue increased by $21.2 million and $41.0 million for the three and six months ended December 31, 2025, with significant growth in the PPAG and packaging and labels categories [149]. - PrintBrothers achieved a reported revenue growth of 26% for the three months and 21% for the six months ended December 31, 2025, with organic constant-currency revenue growth of 6% and 7%, respectively [175][176]. - The Print Group's revenue growth was 16% for both the three and six months ended December 31, 2025, positively impacted by currency fluctuations of 9% and 8%, resulting in constant-currency revenue growth of 7% and 8% [178][180]. - National Pen's revenue growth was 15% for the three months and 13% for the six months ended December 31, 2025, with constant-currency revenue growth of 10% and 9%, respectively [182][183]. - All Other Businesses reported an 11% revenue growth for the three months and 10% for the six months ended December 31, 2025, with a positive impact from currency fluctuations of 1% in both periods [186][187]. Income and Expenses - Operating income increased by $7.1 million to $88.1 million for the three months ended December 31, 2025 [135]. - Net income decreased by $12.1 million to $49.5 million for the three months ended December 31, 2025, partly impacted by lower unrealized hedging gains [138]. - Adjusted EBITDA increased by $6.6 million to $138.8 million for the three months ended December 31, 2025, benefiting from revenue growth and currency effects [139]. - Adjusted free cash flow decreased by $1.3 million to $106.6 million due to increased capital expenditures and software development costs [141]. - Year-over-year cost of revenue increased by $65.2 million and $103.0 million, driven by higher internal manufacturing costs and shipping costs [152]. - Technology and development expenses rose by 7% and 6% year-over-year for the three and six months ended December 31, 2025, totaling $89.1 million and $174.0 million, respectively [155]. - Marketing and selling expenses increased by 10% and 7% year-over-year for the three and six months ended December 31, 2025, totaling $246.2 million and $456.6 million, respectively [155]. - General and administrative expenses increased by 6% and 5% year-over-year for the three and six months ended December 31, 2025, totaling $60.2 million and $114.2 million, respectively [155]. - Interest expense, net decreased by $2.2 million and $5.5 million year-over-year for the three and six months ended December 31, 2025, due to a lower weighted average interest rate [166]. - Income tax expense for the three months ended December 31, 2025, was $13.3 million, with an effective tax rate of 21.2%, down from 25.6% in the prior year [167]. - Total other income, net for the three months ended December 31, 2025, was $1.7 million, significantly lower than $31.7 million in the prior year, primarily due to currency exchange rate volatility [163]. Segment Performance - The largest contributor to organic constant-currency revenue growth came from the Vista business, driven by growth across all major markets [134]. - Vista reported a revenue growth of 7% for both the three and six months ended December 31, 2025, with a constant-currency revenue growth of 5% after accounting for a 2% positive impact from currency fluctuations [172]. - Vista's segment EBITDA increased by $9.8 million and $18.6 million for the three and six months ended December 31, 2025, primarily due to gross profit growth of $19.3 million and $34.7 million, respectively [174]. - PrintBrothers' segment EBITDA increased by $4.9 million and $10.5 million for the three and six months ended December 31, 2025, benefiting from currency fluctuations of $2.3 million and $3.9 million, respectively [177]. - The Print Group's segment EBITDA increased by $4.2 million and $4.8 million for the three and six months ended December 31, 2025, with positive impacts from currency fluctuations of $1.8 million and $2.9 million [181]. - National Pen's segment EBITDA increased by $2.2 million and $4.4 million for the three and six months ended December 31, 2025, supported by positive currency fluctuations of $2.2 million [184]. Financial Obligations and Debt - As of December 31, 2025, total contractual obligations amount to $2,585.4 million, with $249.6 million due within one year and $1,400.7 million due within 1-3 years [198]. - The company has unrecorded purchase commitments of $368.7 million, including $227.1 million for third-party cloud services and $78.8 million for third-party fulfillment and digital services [201]. - The company has $1,067.4 million in variable-rate debt, with a potential $7.7 million increase in interest expense over the next 12 months if rates rise by 100 basis points [217]. - The company completed a private placement of $525.0 million in senior unsecured notes due 2032, bearing interest at 7.375% per annum [203]. - The company has $15.5 million in other debt obligations due on various dates through September 2037 [205]. - As of December 31, 2025, the company has $42.9 million in present value of lease installments not yet due under finance leases [206]. - The company has a senior secured revolving credit facility of $250.0 million, with $232.4 million unused as of December 31, 2025 [202]. - The company is in compliance with all covenants under its Restated Credit Agreement and the indenture governing its 2032 Notes as of December 31, 2025 [204]. Currency and Hedging - The U.S. tariff environment remains fluid, impacting pricing strategies and supply chain optimization efforts [130]. - The company aims to reduce the impact of adverse currency exchange rate movements through the use of derivatives, although this does not entirely eliminate the risk [219]. - Non-U.S. dollar revenues and expenses may lead to significant impacts on net income and non-GAAP financial metrics, such as adjusted EBITDA, when translated to U.S. dollars [219]. - The company's currency hedging objectives focus on reducing volatility in forecasted U.S. dollar-equivalent adjusted EBITDA to maintain stability on incurrence-based debt covenants [219]. - Adjusted EBITDA excludes non-cash items like depreciation and amortization, which may lead to increased volatility in GAAP results due to the hedging approach [219]. - The most significant net currency exposures by volume are in the Euro and GBP [219]. - The company executes currency derivatives contracts that do not qualify for hedge accounting, leading to potential volatility in consolidated statements of operations [220]. - Unrealized gains and losses from outstanding contracts may impact other income, net, affecting the company's financial statements [220]. - Realized gains and losses are recognized in other income, net, while the offsetting economic gains and losses are reported in the underlying activity line item, such as revenue [220].

Key Takeaways CMPR posted Q2 fiscal 2026 adjusted EPS of $1.95, topping consensus as revenues rose 11% to $1.04 billion.Cimpress saw growth across segments, led by Vista at $532.8M and Upload and Print jumping to $334.8M.CMPR raised fiscal 2026 revenue growth outlook to 7-8% and expects adjusted EBITDA of at least $460M.Cimpress plc (CMPR) reported second-quarter fiscal 2026 (ended Dec. 31, 2025) adjusted earnings of $1.95 per share, beating the Zacks Consensus Estimate of earnings of $1.61. The company had ...

Quinn said the reported growth rate included benefits from currency and a tuck-in acquisition in the PrintBrothers segment. He added that the company’s year-over-year adjusted EBITDA growth in the first half matched the full-year dollar growth implied in prior guidance, which supported raising the EBITDA outlook.Adjusted EBITDA of at least $460 million (up from at least $450 million)On the back of the first-half performance, Cimpress raised its fiscal 2026 outlook. The company now expects:Quinn said the sec ...

Financial Data and Key Metrics Changes - Cimpress achieved a milestone by exceeding $1 billion in quarterly revenue for the first time, with organic constant currency growth of 4% for the first half of the year, surpassing the previous guidance of 2%-3% [9][16] - Revenue for Q2 grew 11% on a reported basis and 4% on an organic constant currency basis, with growth across all segments [9][10] - Adjusted EBITDA increased by $6.6 million year-over-year, with profit dollars up 8% on a consolidated basis [11][12] - Adjusted free cash flow declined by $9.2 million to an inflow of $124 million, attributed to lower net working capital inflows [15][16] Business Line Data and Key Metrics Changes - In the Vista segment, organic constant currency growth was 5%, up from 3% in the prior year quarter, driven by double-digit growth in promotional products, apparel, gifts, and packaging [10][12] - The PrintBrothers segment reported a 26% revenue growth, with a contribution of $18 million from a tuck-in acquisition [11][12] - The Upload and Print segment saw a 6% organic constant currency revenue growth, with increased customer and order counts [11] Market Data and Key Metrics Changes - Strong performance in North America was the main driver of growth acceleration compared to the prior year quarter [11] - In Europe, consumer performance was weaker, with a decline year-over-year in Q2, attributed to tough comparisons from the previous year [21] Company Strategy and Development Direction - Cimpress is focusing on elevated products to improve customer lifetime value and wallet share, with variable gross profit per customer growing 9% year-over-year [4][10] - The company is investing in manufacturing efficiencies and new product introductions through Cross-Cimpress Fulfillment (XCF) [5][8] - Shared technology initiatives are aimed at reducing operating expenses and enhancing customer value [6][39] - The company remains confident in achieving fiscal 2028 targets, including an adjusted EBITDA of at least $600 million [7][17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the financial future, highlighting a strong path to fiscal 2028 with significant deleveraging of the balance sheet [7][17] - The impact of tariffs is expected to lessen in future quarters as supply chain remediation continues [14] - Management noted that the hurricane in Jamaica posed challenges but was mitigated through operational adjustments [6][12] Other Important Information - The company completed a tuck-in acquisition for $10.4 million, expected to yield significant synergies [49][51] - Net leverage at the end of Q2 was 2.97 times trailing twelve months EBITDA, down from the previous quarter [15][16] Q&A Session Summary Question: How would you characterize the holiday season that just concluded for Vista? - Management reported a strong quarter for Vista, particularly in North America, with a balanced approach to holiday messaging [18] Question: Can you talk about the biggest areas of outperformance versus your initial FY 2026 guidance? - Management indicated solid execution across the board, with no significant areas of outperformance but some help from currency [24] Question: What are the underlying trends for customer cohorts in promotional products? - Strong growth in elevated products demonstrates increased wallet share among small business customers [30][31] Question: How has the North American business for the Print Group trended? - The Print Group is on track with revenues growing quarter-over-quarter, though still small in scale [34] Question: What is the company's view on Cross-Cimpress Fulfillment? - Management sees significant growth potential in Cross-Cimpress Fulfillment, which has doubled in revenue within a year [42][45] Question: Can you provide details on the tuck-in acquisition made this quarter? - The acquisition was for an Austrian printing group with significant synergy opportunities, expected to exceed a 15% hurdle rate [49][51]

Cimpress (NasdaqGS:CMPR) Q2 2026 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsMeredith Burns - VP of Investor RelationsRobert Keane - CEOSean Quinn - EVP and CFOOperatorGood morning, and thank you for standing by. Welcome to Cimpress' second quarter full year 2026 earnings follow-up. I would like now to turn the conference over to Meredith Burns, Vice President of Investor Relations and Sustainability. Please go ahead.Meredith BurnsThank you, Michelle, and thank you everyone for joining us ...