Clarivate Plc (NYSE:CLVT) reported fourth-quarter results on Tuesday that topped analyst expectations and issued fiscal 2026 guidance that came in ahead of consensus forecasts.
Shares of the global intelligence company rose 3.57% in premarket trading following the announcement.
Adjusted earnings per share for the fourth quarter totaled $0.21, surpassing analyst estimates of $0.16 by $0.05. Revenue came in at $617.0 million, down 6.9% year-on-year from $663.0 million but above the consensus estimate of $603.68 million. The decline in revenue reflected the impact of strategic divestitures and asset disposals, while organic subscription revenue increased 1.0%.
For fiscal 2026, Clarivate projected adjusted EPS between $0.70 and $0.80, with a midpoint of $0.75 exceeding the analyst consensus of $0.66. The company expects revenue in the range of $2.30 billion to $2.42 billion, with a midpoint of $2.36 billion slightly below the $2.39 billion consensus estimate.
“In 2025, Clarivate achieved significant innovation and growth,” said CEO Matti Shem Tov. “We advanced our Value Creation Plan by refining our business model, enhancing sales execution, and investing in proprietary assets while developing Agentic AI capabilities throughout our portfolio.”
For the full year 2025, Clarivate reported revenue of $2.46 billion, a 4.0% decline from $2.56 billion in 2024. Adjusted EPS totaled $0.69 compared with $0.73 the previous year, while free cash flow rose 2.2% year-on-year to $365.3 million.
The company also said it is exploring a potential sale of its Life Sciences & Healthcare division and is currently engaged in discussions with interested buyers. During 2025, Clarivate returned roughly $225 million to shareholders through share repurchases.